Advisor at Financial Professionals Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Professionals Incorporated
Location
Greenbrier, AR
Credentials
Series 63, Series 65
Industry experience
26 years
Gregory Ostedgaard is a financial advisor with Financial Professionals Incorporated in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Professionals Incorporated since 2002 and has been self-employed in insurance sales and servicing since 1981. He is also a licensed insurance agent involved in insurance product sales. Financial Professionals Incorporated provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm employs defined model portfolios and utilizes the Envestnet third-party strategist network, with a focus on ERISA plan services including 3(21) fiduciary and 3(38) investment manager roles.
Based on Financial Professionals Incorporated
Based on Financial Professionals Incorporated
$0 - $250,000: FPI Conservative Portfolio: 1.00% annually (0.25% quarterly) $0 - $250,000: FPI Moderately Aggressive Portfolio: 1.00% annually (0.25% quarterly) $0+: FPI Low Volatility Portfolio: 0.50% annually (0.125% quarterly) $250,000+: UMA Moderately Aggressive Portfolio: 0.60% annually (0.15% quarterly)
Investment Advisor Representatives receive external compensation (commissions) for insurance products; approx. 10% of compensation.
Account minimum: $5,000 (general minimum); $250,000 (UMA Moderately Aggressive Portfolio) Fee-only: Annual fees based on assets under management, billed quarterly in advance. Fees are negotiable.
Greenbrier, AR
Arkansas · Texas
Financial Professionals Incorporated
2002 - Present (24 years)
SELF EMPLOYED
1981 - Present (45 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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