Pamela Otten
Advisor at Pamela Otten LLC
Updated today
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
Pamela Otten LLC
Location
Sheboygan, WI
Credentials
Series 63, Series 66
Industry experience
16 years
About
Pamela Otten is the principal of Pamela Otten LLC, an independent financial advisory firm based in Sheboygan, WI. She holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2011, she has operated her own firm. Outside of financial advising, Pamela serves as a religious pastor at Renew Ministries. Pamela Otten LLC provides fee-only financial planning and wealth coaching to individuals, couples, and business owners, focusing on stewardship-based objectives. The firm employs an academic, passive investment approach using low-cost, globally diversified mutual funds and ETFs, typically implemented through unaffiliated sub-advisors and money managers.
Client services
Based on Pamela Otten LLC
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on Pamela Otten LLC
Charitable giving & philanthropy
General retirement planning
Wealth management
Passive / index investing
Fee options
$0 - $500,000: 1.0% $500,000 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.50% $2,000,000 - $3,000,000: 0.30% $3,000,000+: 0.25%
Account minimum: $10,000.00 Minimum fee: Custodian minimum fee of $5/month Fee-only: Investment advisory fees as tiered percentages of assets under management; fees may be negotiable
Location
Sheboygan, WI
Most active in
Pamela O has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Pamela Otten LLC
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 66
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Austin L
Series 63, Series 65
Adell, WI
Luedtke & Associates
Robert L
Series 63, Series 65
Adell, WI
Luedtke & Associates
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