Jerod Ostermeier has more than fifteen years experience in the accounting and financial services industry. He is a graduate of Missouri State University with a Master's in Business Administation and a Bachelor's Degree in finance, accounting, insurance and risk management. He specializes in tax accounting, financial planning, employee benefits, retirement strategies, insurance, and wealth/portfolio management.
Jerod is both a CPA and CFP® professional. He is a Registered Representative of Cetera Financial Specialists, LLC and an Investment Adviser Representative of Cetera Investment Advisers, LLC. Jerod holds licenses in both life and health insurance. With his rare combination of experience, licensing, and education Jerod has a unique perspective to help clients find a customized solution for their tax, financial, and insurance needs.
Licenses & Designations
- CPA
- CFP
- FINRA Series 7 & 63
- Life and Health Insurance
Education
- Master's in Business Administration (Missouri State University)
- Bachelor's in Accounting (Missouri State University)
- Bachelor's in Finance (Missouri State University)
- Bachelor's in Insurance & Risk Management (Missouri State University)
Why Choose a CFP® Professional?
No matter where you are in life, CFP® professionals know how to deliver the highest standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, CFP® professionals are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP®professional, you’re working with someone committed to providing the highest standard of financial planning.