DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Ellen Katherine Osthus
Certified Financial Planner
Feed of 09/15/2026
Also filed as Ellen Osthus Fee
At current firm
1 y
since Apr 2, 2025
In the industry
15 y
since Aug 30, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Truman Wealth Advisors independent RIA currentsince Apr 2, 2025 · St. Paul, Mn
- Equita Financial Network, Inc. independent RIASep 18, 2019 to Apr 4, 2025 · Fort Washington, Pa
- Access Financial Services, Inc. independent RIAApr 22, 2019 to Aug 23, 2019 · Minneapolis, Mn
- Bgm Wealth Management independent RIAJun 9, 2015 to Apr 16, 2019 · Bloomington, Mn
- Choreo, LLC independent RIAAug 31, 2011 to Mar 13, 2015 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Equita Financial Network, Inc. to Truman Wealth Advisorsleft Apr 4, 2025, registered Apr 2, 2025 (-2 days) · RIA to a newly registered adviser
- Access Financial Services, Inc. to Equita Financial Network, Inc.left Aug 23, 2019, registered Sep 18, 2019 (26 days) · RIA to RIA
- Bgm Wealth Management to Access Financial Services, Inc.left Apr 16, 2019, registered Apr 22, 2019 (6 days) · RIA to RIA
- Choreo, LLC to Bgm Wealth Managementleft Mar 13, 2015, registered Jun 9, 2015 (88 days) · Other
Signals
- Ellen Katherine Osthus left Equita Financial Network, Inc. for Truman Wealth Advisors (registered 2025-04-02)Apr 4, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address