Adam Osterling, Cfp®
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Adam Osterling, Cfp® Email & Phone Number

Vice President, Wealth Advisor at Lido Advisors, LLC
Location: Columbus, Ohio, United States 6 work roles 2 schools
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Current company
Lido Advisors, LLC
Role
Vice President, Wealth Advisor
Location
Columbus, Ohio, United States
Company size
71 employees

Who is Adam Osterling, Cfp®? Overview

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Quick answer

Adam Osterling, Cfp® is listed as Vice President, Wealth Advisor at Lido Advisors, LLC, a company with 71 employees, based in Columbus, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Adam Osterling, Cfp®.

Adam Osterling, Cfp® previously worked as Director of Financial Planning at Shore Morgan Young Wealth Strategies and Certified Financial Planner at Shore Morgan Young Wealth Strategies. Adam Osterling, Cfp® holds Bachelor Of Arts (B.A.), Economics, Business Administration And Management, General from The Ohio State University.

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Email format at Lido Advisors, LLC

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Lido Advisors, LLC

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Profile bio

About Adam Osterling, Cfp®

Adam Osterling, Cfp® is a Vice President, Wealth Advisor at Lido Advisors, LLC.

Current workplace

Adam Osterling, Cfp®'s current company

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Lido Advisors, LLC
Lido Advisors, Llc
Vice President, Wealth Advisor
los angeles, california, united states
Website
lidoadvisors.com
Employees
71
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6 roles

Adam Osterling, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Wealth Advisor

Current
Lido Advisors, Llc

New Albany, Ohio, United States

Oct 2024 - Present

Director Of Financial Planning

Shore Morgan Young Wealth Strategies

Worthington, Ohio, United States

As the Director of Financial Planning, I lead our team of financial planners throughout the entire seven step financial planning process.

Jun 2023 - Oct 2024

Certified Financial Planner

Shore Morgan Young Wealth Strategies

Worthington, Ohio

Associate of Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Shore Morgan Young Wealth Strategies and Private Wealth Strategies, LLC and the above firm are independent and non-affiliated.

Jan 2017 - Oct 2024

Chief Compliance Officer

Private Wealth Strategies, Llc

Columbus, Ohio

As the Chief Compliance Officer, my responsibilities include: - Being competent and knowledgeable regarding the Investment Advisers Act of 1940 as well as changes in the regulatory environment- Developing and enforcing policies and procedures for the firm and it's members- Monitoring, Reviewing, and overseeing the testing of these policies and.

Oct 2018 - Oct 2024

Client Service Professional, Wealth Management Operations Division

Morgan Stanley

Columbus, Ohio Area

Maintaining client relationships, assisting clients and professionals in any technical difficulties, navigating the client platform interface with Financial Advisors, maintaining records of all activity, analysis of financial information and models.

Nov 2016 - Jan 2017

Assistant Football Coach

Worthington Youth Football

Worthington

Coaching the 5th-6th graders in the greater Columbus area on the importance of team work, hard work, dedication, patience and compassion! Mostly worked with the offensive and defensive line on fundamentals that will aid them in their football careers for the rest of their athletic life!

Aug 2015 - Sep 2016
Team & coworkers

Colleagues at Lido Advisors, LLC

Other employees you can reach at lidoadvisors.com. View company contacts for 71 employees →

FC Frédéric Chav Frédéric Chav Colleague at Lido Advisors, Llc Greater Paris Metropolitan Region, France View → BL Biuro Lido Biuro Lido Colleague at Lido Advisors, Llc Poznań, Wielkopolskie, Poland, Poland View → VF Viktoria Falus, Cfp®, Ea Viktoria Falus, Cfp®, Ea Colleague at Lido Advisors, Llc Denver Metropolitan Area, United States View → MB Moriah Bowles Moriah Bowles Colleague at Lido Advisors, Llc Camarillo, California, United States, United States View → MK Mckenzie Keetch, Cfp® Mckenzie Keetch, Cfp® Colleague at Lido Advisors, Llc United States, United States View → LD Licinio Domingues Licinio Domingues Colleague at Lido Advisors, Llc Coimbra, Coimbra, Portugal, Portugal View → BM Brookhurst Mgr Brookhurst Mgr Colleague at Lido Advisors, Llc Garden Grove, California, United States, United States View → EG Eric Gesnel Eric Gesnel Colleague at Lido Advisors, Llc Greater Paris Metropolitan Region, France View → SR Saif Rahman Saif Rahman Colleague at Lido Advisors, Llc United Arab Emirates, United Arab Emirates View → OZ Olivia Zaiya, Mba, Jd, Cfp® Olivia Zaiya, Mba, Jd, Cfp® Colleague at Lido Advisors, Llc Washington DC-Baltimore Area, United States View →
2 education records

Adam Osterling, Cfp® education

Bachelor Of Arts (B.A.), Economics, Business Administration And Management, General

The Ohio State University

Wrote 50+ pages of literature on the illicit wildlife trafficking economies and their implications on the global economy.

FAQ

Frequently asked questions about Adam Osterling, Cfp®

Quick answers generated from the profile data available on this page.

What company does Adam Osterling, Cfp® work for?

Adam Osterling, Cfp® works for Lido Advisors, LLC.

What is Adam Osterling, Cfp®'s role at Lido Advisors, LLC?

Adam Osterling, Cfp® is listed as Vice President, Wealth Advisor at Lido Advisors, LLC.

Where is Adam Osterling, Cfp® based?

Adam Osterling, Cfp® is based in Columbus, Ohio, United States while working with Lido Advisors, LLC.

What companies has Adam Osterling, Cfp® worked for?

Adam Osterling, Cfp® has worked for Lido Advisors, Llc, Shore Morgan Young Wealth Strategies, Private Wealth Strategies, Llc, Morgan Stanley, and Worthington Youth Football.

Who are Adam Osterling, Cfp®'s colleagues at Lido Advisors, LLC?

Adam Osterling, Cfp®'s colleagues at Lido Advisors, LLC include Frédéric Chav, Biuro Lido, Viktoria Falus, Cfp®, Ea, Moriah Bowles, and Mckenzie Keetch, Cfp®.

How can I contact Adam Osterling, Cfp®?

You can use AeroLeads to view verified contact signals for Adam Osterling, Cfp® at Lido Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Adam Osterling, Cfp® attend?

Adam Osterling, Cfp® holds Bachelor Of Arts (B.A.), Economics, Business Administration And Management, General from The Ohio State University.

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