NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Dan Ostlund was born in Tacoma and is a fourth-generation business owner. He has passed the Series 65 exam and is an Investment Advisor Representative with CMS Advisors. He started Ostlund Wealth Advisors in 1995. He has been married to his wife, Marie, for 30 years. They have two children who are business and finance students at the Carson Business School at WSU. They plan to join the family business after graduation.
Advisory Services provided by Capital Management Services, Inc., dba “Ostlund Wealth Advisors.”
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