Anne Oestriecher
Anne Oestriecher is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Alexandria, LA, with 17 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4641 Windermere Place, Alexandria, LA, 71303
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Regulatory History
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.
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Anne is a teacher at the American Institute of CPAs, spending minimal time on this investment-related activity. She also operates Oestriecher Financial Management Services, LLC, taking up nearly all of her time, and owns O&S Realty and Eagle Properties of Alexandria, LLC, spending minimal time on these investment-related activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations18 states
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