Steve Mark Osterink
Investment adviser representative at Advisory Alpha, LLC
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$4.4BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Advisory Alpha, LLCJun 2011 to now
- Simplicity Wealth, LLCMar 2019 to Dec 2021
- Planners Alliance, LLCFeb 2018 to Dec 2020
- Alphastar Capital Management, LLCJun 2011 to Mar 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AR, MI).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 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
- 4994816
- Firm CRD
- 158282