Anne M Oestriecher

Current Employers

Employment History

• 06/2006 → Present
  Anne Oestriecher, Cpa
  Alexandria, LA
• 07/2008 → 04/2020
  H.D. Vest Investment Services
  Alexandria, LA
• 05/2009 → 04/2020
  H.D.VEst Advisory Services
  Alexandria, LA
• 04/2020 → 10/2025
  Lpl Financial Llc
  Alexandria, LA
• 01/2024 → Present
  Oestriecher Financial Management Services, Llc
  Alexandria, LA
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2017 → 12/2023
  Oestriecher & Co., Cpas
  Alexandria, LA

Previous Registrations

• 2020-04-29 → 2025-10-17
  Lpl Financial Llc
  Alexandria, LA
  Alexandria, LA
  Slidell, LA
  Metairie, LA
• 2009-05-04 → 2020-05-01
  Avantax Advisory Services
  Alexandria, LA

Other Businesses

1. NAME OF OTHER BUSINESS: TROOP 6, BSA; INVESTMENT RELATED: NO; ADDRESS: ALEXANDRIA, LA 71301; NATURE OF BUSINESS: BOY SCOUTS; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MAINTAIN BOOKS, PREPARE BILLS FOR SCOUT FAMILIES, RECEIVE PAYMENTS AND MAKE DEPOSITS, PREPARE DISBURSEMENTS AUTHORIZED BY SCOUTMASTER OR TROOP COMMITTEE (INCLUDING SIGNING THE CHECK); 2. NAME OF OTHER BUSINESS: ANNE OESTRIECHER, CPA; INVESTMENT RELATED: NO; ADDRESS: ALEXANDRIA, LA 71301; NATURE OF BUSINESS: CONSULTING SERVICES / CONTINUING EDUCATION TO OTHER CPAS; START DATE: 06/2006; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PROVIDE CONSULTING SERVICES TO SMALL BUSINESSES, AND TEACH CONTINUING EDUCATION TO OTHER CPAS; 3. NAME OF OTHER BUSINESS: O&S REALTY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE / OFFICE BUILDING; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MAKE DECISIONS NEEDED RELATING TO REPAIRS AND MAINTENANCE; 4. NAME OF OTHER BUSINESS: EAGLE PROPERTIES OF ALEXANDRIA, LLC; INVESTMENT RELATED: NO; ADDRESS: ALEXANDRIA, LA 71301; NATURE OF BUSINESS: REAL ESTATE / BINGO HALL; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: NONE, RENTED OUT TO NON-PROFIT ORGANIZATIONS TO HOLD BINGO GAMES AS FUNDRAISERS; 5. NAME OF OTHER BUSINESS: OESTRIECHER FINANCIAL MANAGEMENT SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL MANAGEMENT SERVICES; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: PROVIDE COMPLETE RANGE OF WEALTH MANAGEMENT SERVICES TO CLIENTS;

Exams

• S66 Uniform Combined State Law Examination
  2009-04-27

Designations

Other Names

• Anne Oestriecher
• Anne Oestriecher Martin