AO
CFP
AO
CFP

Andrew Jeffrey Ostlund

19 Years of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningInvestment ManagementEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
6,728 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$12.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees charged quarterly in advance. Fees may be individually negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14275 Golf Course Road, Suite 300, Baxter, MN, 56425

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
November 2019 - Present · 6 yrs 3 mos
Cliftonlarsonallen Wealth Advisors, LLCBroker
November 2019 - Present · 6 yrs 3 mos
Cliftonlarsonallen Wealth Advisors, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Securian Financial Services, INC.
December 2015 - August 2016 · 8 mos
Securian Financial Services, INC.Broker
August 2015 - August 2016 · 1 yr
Re Investment CorporationBroker
July 2009 - March 2012 · 2 yrs 8 mos
Re Advisers Corporation
July 2009 - March 2012 · 2 yrs 8 mos
Ameriprise Financial Services, INC.
November 2001 - July 2009 · 7 yrs 8 mos
Ameriprise Financial Services, INC.Broker
February 2000 - July 2009 · 9 yrs 5 mos
Ids Life Insurance CompanyBroker
February 2000 - July 2006 · 6 yrs 5 mos
State Registrations3 states
AZMNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.