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Linda Sjostrom

Advisor at OSAIC

Updated today

Location

Gorham, NH 03581

Credentials

Series 63, Series 65

Industry experience

35 years

About

Linda Sjostrom is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. from 2009 to 2023. Outside of her advisory role, she operates Taurus Financial Group, where she serves as a notary public, prepares tax returns for various clients, and acts as a trustee for family trusts. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a broad platform of investment options.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

360 Main Street

Gorham, NH 03581

Most active in

Florida · New Hampshire

Work history

OSAIC

2023 - Present (3 years)

SagePoint Financial, Inc.

2009 - 2023 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

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