Check the background of this investment professional on FINRA's BrokerCheck.
Securities and advisory services are offered through Cetera Investment Services LLC (doing insurance business in CA as CFIS ASSET INSURANCE AGENCY LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either registered representatives who offer only brokerage services and receive transaction-based compensation (commissions), investment adviser representatives who offer only investment advisory services and receive fees based on assets, or both registered representatives and investment adviser representatives, who can offer both types of services.
Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Jim Ostyn, CFP®
Senior Financial Advisor
Experience & Licensing: Over 30 years in the Financial Industry, 29 years licensed.
Address: 2560 E Fairview Ave, Meridian, ID 83646, USA
Email: jim.ostyn@ceterais.com
NMLS#:
Jim helps you navigate from a lifetime of earning and savings to living in retirement with confidence. Jim provides clarity and direction with open conversation for pre-retirees, business owners/sellers, and those enjoying retirement as they pursue their financial goals and dreams. Using his experience of over 30 years and dedication to ongoing education, he provides guidance with a comprehensive approach to wealth management.
Jim Ostyn has received the Certified Financial Planner designation, CFP®. The CFP® marks identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
"I am a lifelong resident of the Treasure Valley and enjoy time outside by participating in competitive trailering and occasionally fishing. I am a car enthusiast that can still be spotted at car shows. As a new member of the grandparent society, I am working toward my certification!"
Jim Ostyn, CFP®
Accreditations
BAA in Accounting
Certified Financial Planner® (CFP®)
Jim holds Series 7, Series 65, and SIE registrations and Idaho Life Insurance licenses.
Expertise
Comprehensive Wealth Management, Retirement Planning, Pre-Retirement Strategy, Business Owner/Seller Transitions
Profile last updated: 02/20/2020
Treasure Valley
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