Stephan Claus Oster
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
25 yearsExperience
1 stateRegistered in
ChFC®Designation
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
25 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2026 to now
- Cambridge Investment Research, Inc.Mar 2026 to now
- Stephan Claus OsterSep 2001 to now
- Osaic Wealth, Inc.Jun 2024 to Mar 2026
- Securities America Advisors, Inc.Dec 2003 to Jun 2024
- Securities America, Inc.Dec 2003 to Jun 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2143655
- Firm CRD
- 134139