A complete list of active advisors currently associated with Pamela Otten LLC
Warmer can help you find a great advisor at Pamela Otten LLC or one who fits your needs even better.
Pamela Otten LLC serves individual investors, couples, business owners and retirement and trust accounts who seek long‑term, stewardship‑oriented financial planning; the firm manages a small client base (27 clients, about $4.65 million in AUM) and generally requires a minimum account size. It offers financial planning, investment advice, and access to investment management services, and provides a complimentary initial Wealth Coaching meeting to review a client’s investments and goals. The firm emphasizes investor education through client meetings, occasional classes, website articles and a periodic newsletter, and bases its investment approach on Modern Portfolio Theory and passive, low‑cost, buy‑and‑hold strategies. Rather than accepting discretionary trading authority or direct custody, the firm arranges portfolio management through third‑party money managers (for example, Symmetry Partners and other solicited managers) and clients receive reporting from those managers and custodians. Noteworthy features relative to peers include an explicit focus on biblical stewardship — the firm lists a Certified Kingdom Advisor (CKA) qualification among its personnel credentials — and an uncommon combination of educational offerings (seminars/classes and a newsletter) for a solo independent RIA. The firm operates as a solicitor for institutional money managers and relies on those external managers to implement its passive, academically grounded asset allocation recommendations rather than managing individual portfolios in‑house.
To learn more about the advisors currently working at Pamela Otten LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sheboygan, WI
| 16
|
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