Andrew Ellis Oster
Investment adviser representative at Triton Financial Group, Inc
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$258.7MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Triton Financial Group, IncOct 2020 to now
- Capstone Triton Financial Group LLCSep 2020 to now
- Sagepoint FinancialMay 2014 to Jan 2019
- Triton Wealth Advisors, LLCAug 2010 to Dec 2020
- FinraJan 2010 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Triton Financial Group, Inc
$258.7MAssets managed
313Clients
1Advisers
5 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
- 4635272
- Firm CRD
- 309294