Hunter Douglas Otjen
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 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.
- Osaic Wealth, Inc.May 2025 to now
- OsaicMar 2025 to now
- Intrepid Wealth ManagementJul 2024 to now
- Boe Player CampsAug 2023 to Dec 2023
- PomodoroMar 2023 to Sep 2023
- Crumbl CookiesJun 2022 to Jul 2022
- UbereatsMay 2021 to Dec 2023
- DoordashNov 2020 to Nov 2023
- Point Loma Nazarene UniversityAug 2020 to May 2024
- PostmatesMar 2020 to Dec 2020
- Point Loma High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7952096
- Firm CRD
- 23131