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Jerod O

CFP®, Series 63

Springfield, MO

Cetera

Jerod Ostermeier is a CFP® professional with nine years of experience at Cetera and over two decades as owner of Ostermeier CPA, LLC, where he provides tax preparation and accounting services. He also owns a general investment holding company and serves as a registered agent for a consulting firm. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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