Tina L. Ottersberg

TO WEALTH

Boulder, CO

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CRD#: 5969462

Professional summary

Tina Lynn Ottersberg, CFP®, who also goes by Tina Lynn Stenquist, Tina Stenquist, is a registered financial advisor currently at TO WEALTH, LLC located in Boulder, Colorado.

Tina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Tina has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tina Lynn Stenquist | Tina Stenquist

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Lynn Ottersberg's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 21, 2018 - Present

TO WEALTH, LLC

RIA

CRD#: 291594

Boulder, CO

Past

August 15, 2011 - February 6, 2018

BSW WEALTH PARTNERS

RIA

CRD#: 107485

BOULDER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/21/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TO WEALTH, LLC

CRD#: 291594 / SEC#:

Colorado

Registered Investment Advisory firm - (2/21/2018 Approved)

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Contact information

Main Address

Boulder, CO

Mailing Address

Phone number

(303) 209-8480

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 42,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tina L. Ottersberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Lynn Ottersberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

TO WEALTH, LLC

BSW WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

TO WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TO WEALTH, LLC

TRUST BUT VERIFY

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