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Linda L Sjostrom

Advisor at OSAIC — Gorham, NH

Updated today

Credentials

Series 63, Series 65

Experience

35 years

Location

Gorham, NH 03581

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

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. for 14 years. Outside of her advisory role, she operates Taurus Financial Group, where she provides notary public services, completes tax returns, and serves as a trustee for family trusts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using a broad array of investment strategies supported by advanced tools and third-party platforms.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Gorham, NH

360 Main Street

Gorham NH 03581

Advisors at this office

1

Most active in

Florida · New Hampshire

Work history

35 years of industry experience

OSAIC

2023 - Present • 3 years

Gorham, NH

Sagepoint Financial, Inc.

2009 - 2023 • 14 years

Phoenix, AZ

OSAIC Services, Inc.

2005 - 2023 • 18 years

Sunamerica Securities, Inc.

2002 - 2005 • 3 years

Berlin, NH

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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Valerie M

Series 66

Berlin, NH

Empower Advisory Group

Valerie Moore is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Personal Capital Advisors Corporation and Cetera Advisor Networks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

David M

Series 66

Berlin, NH

Edward Jones

David Martin is a financial advisor with Edward Jones in Berlin, NH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and also has a long-standing role at Berlin City Auto Group since 1988. Additionally, Martin serves as a trustee of trust funds for the City of Berlin, overseeing the appropriation of funds gifted from a local windmill farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions delivered through a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive

Raymond L

Series 66

Berlin, NH

Edward Jones

Raymond Landry is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

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

Series 66

Berlin, NH

Edward Jones

Cliff Scott is a Series 66 licensed financial advisor with Edward Jones, based in Berlin, NH. He has two years of industry experience, including nine years of prior work at Berlin City Auto Group. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Shane B

Series 66

Berlin, NH

Edward Jones

Shane Bertrand is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Glenn T

ChFC®, Series 63

Berlin, NH

LPL Financial

Glenn Tassey is a financial advisor with LPL Financial, holding a ChFC® designation and a Series 63 license, with 32 years of industry experience. His prior roles include five years at Cadaret Grant & Co., Inc. and 11 years at Princor Financial Services Corporation. He is also involved in managing The Tassey Group Insurance & Financial Services, a business he has operated since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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