Terrance Jay Ostrander

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 06/2019
  Capital Financial Services
  Minot, ND
• 06/2019 → Present
  Calton & Associates, Inc.
  Manitowoc, WI

Previous Registrations

• 2009-08-17 → 2019-06-27
  Capital Financial Services, Inc.
  Manitowoc, WI
  Manitowoc, WI
  Minot, ND
• 2003-06-13 → 2009-09-14
  Cuna Brokerage Services, Inc.
  Manitowoc, WI
  Two Rivers, WI
  Two Rivers, WI

Other Businesses

No. 1) Name of Business: Ostrander Financial Group, LLC. Investment related. Address: 540 N 8th Street, Manitowoc, WI 54220. Nature of Business: Tax preparation services. Position/Title/Relationship: Owner. Start Date: 01/10/2012. Hours per month: 250. Hours per month during Securities trading hours: 62. Duties/Responsibilities: Prepare and file tax returns. Duties also include tax planning. Approximately 400 hours per month during tax season and approximately 170 hours per month non-tax season. Also provide investment services for all days during the year all the time when the market is open.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-22
• S63 Uniform Securities Agent State Law Examination
  1997-04-24

Other Names

• Terry Ostrander