Osni Ferreira Filho

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 02/2016 → 10/2019
  Aqseptence Group, Inc.
  New Brighton, MN
• 12/2017 → 03/2018
  Thrivent Investment Management Inc
  Golden Valley, MN
• 07/2019 → 11/2022
  Thrivent Investment Management Inc
  Golden Valley, MN
• 10/2019 → 12/2019
  Thrivent Financial
  Appleton, WI
• 12/2019 → 11/2022
  Thrivent Financial
  Appleton, WI
• 11/2022 → Present
  Eversource Wealth Advisors, Llc
  Minneapolis, MN

Previous Registrations

• 2019-10-08 → 2022-11-21
  Thrivent Investment Management Inc.
  Golden Valley, MN
  Burnsville, MN

Other Businesses

All of Osni Ferreira Filho's outside business activities are conducted from his address of 511 2nd Street, Suite 108, Hudson, WI 54016 unless otherwise stated. 1). Starting in 2019, Mr. Filho has been an independent insurance agent selling non-variable insurance products. He spends approximately 4 hours per month on this activity, all during trading hours. 2). Starting in November 2022, Mr. Filho began working with Wealthfluence as an Associate performing consulting services to financial advisors, asset managers, trade associations and other financial service related businesses pertaining to the topic of Faith-Based Investing, ESG, or Values-Based Investing. This is investment related, and Mr. Filho devotes approximately 10 hours per month to this activity during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-07

Designations

• Certified Financial Planner