OSTB Wealth Strategies

More Info

General Info

The founder and principal of OSTB Wealth Strategies, Scott is an Investment Advisor Representative and licensed insurance agent providing insurance planning, business planning, investment management, and retirement planning to his clients. He attended Concordia College in Moorhead, MN and graduated from Minnesota State University, Moorhead with a B.S. in Education. Scott began his financial services career in Davenport, IA with the Penn Mutual Life Insurance Company and the Mutual Association for Professional Services (MAPS), working with medical doctors, veterinarians, dentists, CPAs, and attorneys. Over the years, his clients have included members of those professions as well as engineers, architects, pharmacists, chiropractors, executives, and owners of small businesses. A smaller, yet still significant, portion of his clients are in, or retired from, the building trades or farming. Ed Mounger, Scott's father, was an engineer at Honeywell and later was a carpentry and drafting instructor at the Minnesota State Technical College, Moorhead, and both grandfathers were farmers, so Scott understands and works well with members of those occupations.

Email

Email Business

Extra Phones

Fax: (866) 656-6782

Services/Products

Retirement Planning, Estate Planning, IRA Rollovers, Roth Individual Retirement Accounts, SEP Individual Retirement Accounts, Individual Retirement Accounts, Annuities.

Payment method

check, master card, visa

Accreditation

Society of Financial Service Professionals

Charted Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Retirement Income Certified Professional (RICP)

Other Link

www.ostbwealth.com

Category

Investment Advisory Service

Reviews

Details

Phone: (763) 248-2661

Address: 15365 76th St NE, Elk River, MN 55330

Website: www.ostbwealth.com