Ostlund Wealth has been servicing the financial, retirement, and investment needs of its clients since 1987 and maintains a priority of helping you achieve your ideal financial future. We have experience working in the educators’ market, including colleges and universities.
Dan Ostlund

Meet Dan Ostlund

For over 30 years, Dan Ostlund has been helping people prepare financially for successful retirement. His clients benefit from the experience he has acquired in the financial services industry. His mission is to help his clients grow and protect their assets while helping create an income stream for life. You can read more about this investment professional's background at FINRA's BrokerCheck. https://brokercheck.finra.org/individual/summary/2219755

Marie Ostlund

Marie has over 20 years of experience as a specialist in retirement planning, wealth preservation, and estate planning. She enjoys helping her clients establish and achieve their financial goals by helping maximize retirement dollars and planning for their long-term care needs. She prides herself on creating effective financial strategies and maintaining open client communication.