Andrew Oster, MBA, CFP®, AIF®

Director - Board of Directors at Monscierge
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Contact Information
us****@****om
(386) 825-5501
Location
Oklahoma City, Oklahoma, United States, US
Skills

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Bio

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Credentials

  • Accredited Investment Fiduciary®
    Fi360
    Nov, 2017
    - Nov, 2024
  • Series 24 - General Securities Principal License
    FINRA
    May, 2013
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™
    CFP® Board of Standards
    Feb, 2010
    - Nov, 2024
  • Series 31 - Managed Futures Funds License
    National Futures Assoc.
    Apr, 2009
    - Nov, 2024
  • Series 66 - Combined IAR & State Law License
    FINRA
    Apr, 2003
    - Nov, 2024
  • Series 7 - General Securities License
    FINRA
    Mar, 2003
    - Nov, 2024

Experience

  • Monscierge
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Director - Board of Directors
      • Apr 2023 - Present

  • Capstone Triton Financial Group LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • Jun 2022 - Present

    • Executive Vice President & CCO
      • Sep 2020 - Oct 2022

      Capstone Triton Financial Group, LLC is an SEC Registered Investment Adviser and was formed as a result of the merger between Capstone Financial Group, LLC and Triton Wealth Advisors, LLC. Life​ ​is​ ​full​ ​of​ ​milestones. ​ ​Starting​ ​your​ ​career,​ ​getting​ ​married,​ ​growing​ ​your​ ​family,​ ​starting​ ​a business,​ ​and​ ​retiring​ ​are​ ​just​ ​some​ ​of​ ​the​ ​amazing​ ​things​ ​we​ ​go​ ​through​ ​in​ ​life.​ ​We​ ​seek​ ​to simplify​ ​complex​ ​financial​ ​decisions​ ​and​ ​investment​ ​options,​ ​offer​ ​honest​ ​advice,​ ​and​ ​help​ ​you navigate​ ​life. Our culture is about relationships. We​ ​approach​ ​our clients with a wide-angle lens ​and seek to​ ​build​ ​long-term, trusted​ ​relationships​ ​while​ ​partnering​ ​to​ ​pursue​ ​your​ ​goals. ​ ​You’re​ ​not​ ​just​ ​another plan or portfolio to us.​ ​You​ ​are​ ​a priority​ ​and​ ​we​ ​have​ purpose-​built​ ​our​ ​firm​ ​around​ ​helping​ ​you pursue your unique milestones.​ ​ Show less

  • Triton Wealth Advisors, LLC
    • Edmond, OK
    • President & CCO
      • Jan 2011 - Oct 2022

      Triton Wealth Advisors LLC is an Oklahoma Registered Investment Advisor and wholly owned subsidiary of Oster Financial Group, LLC. Triton Wealth Advisors LLC is an Oklahoma Registered Investment Advisor and wholly owned subsidiary of Oster Financial Group, LLC.

  • Oster Financial Group, LLC.
    • Edmond, OK
    • President & CEO
      • May 2006 - Dec 2014

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2003 - May 2006

  • University of Oklahoma
    • United States
    • Higher Education
    • 700 & Above Employee
    • Graduate Teaching Assistant
      • 2001 - 2003

Education

  • University of Oklahoma
    Master of Business Administration (M.B.A.), Finance, General
    2001 - 2003
  • University of Oklahoma - Price College of Business
    Master of Business Administration, Finance
    1998 - 2003
  • Ponca City High School
    1993 - 1996

Community

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