Thomas Aaron Ostler

Current Employers

Employment History

• 07/2005 → Present
  Heritage Financial Services Llc
  Omaha, NE
• 11/2005 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MN
• 11/2005 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Omaha, NE
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2025 → Present
  Thomas Ostler, Llc
  Omaha, NE

Previous Registrations

• 2006-09-22 → 2023-08-10
  Securian Financial Services, Inc.
  Omaha, NE
  Omaha, NE
  St. Paul, MN

Other Businesses

1) PRO INSURANCE - MEDICARE & SUPPLEMENTS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2019 ADDRESS: , Omaha NE , United States DESCRIPTION: Agent/Broker 2) HERITAGE FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/11/2020 ADDRESS: 1010 S 120th STE 200, Omaha NE 68154, United States DESCRIPTION: Offering Fixed insurance and investment products as possible solutions to current clients and prospects. 3) THE CHURCH OF LATTER DAY SAINTS POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 04/24/2022 ADDRESS: 11027 Martha Street, Omaha NE 68144, United States DESCRIPTION: Elders Quorum President - responsible forhelping the men in the congregation learn their duties and responsibilities in society and with God. Overseeing the spiritual and temporal welfare of the members within the congregation. 4) ROTARY CLUB OF OMAHA MILLARD POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 3717 S 120th St, Omaha NE 68144, United States DESCRIPTION: I am leading the committee that selects speakers for our weekly meeting. 5) CONSULTANT4SENIORS, LLC POSITION: Agent/Broker NATURE: Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/26/2021 ADDRESS: 2401 S 130th Circle, Omaha NE 68144, United States DESCRIPTION: Medicare consulting to help seniors determine which Medicare products to purchase. 6) NAME OF OTHER BUSINESS: HERITAGE FINANCIAL SERVICES DBA HFS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 7) NAME OF OTHER BUSINESS: THOMAS OSTLER, LLC INVESTMENT RELATED: No, ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC FOR REVENUE PRODUCED START DATE: 04/01/2026 POSITION/TITLE/RELATIONSHIP: PRINCIPAL, OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LLC FOR REVENUE PRODUCED.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-17

Designations

Other Names

• Aaron Ostler
• T. Aaron Ostler