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Justin Ostrander

Investment adviser representative at &partners
20 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

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

20 years in the industry.

  1. &partnersMar 2025 to now
  2. Self EmployedJun 2006 to now
  3. Wells Fargo Advisors Financial Network, LLCMar 2023 to Mar 2025
  4. Cambridge Investment Research Advisors, Inc.May 2022 to Mar 2023
  5. Cambridge Investment Research Inc.Mar 2021 to Mar 2023

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (KS, TN).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 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
7324593
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
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