Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.


Schedule by appointment only.

Dan Ostlund Investment Advisor Representative

Dan Ostlund was born in Tacoma and is a fourth-generation business owner. He is series 65 licensed and 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.

University Place, WA

4115 Bridgeport Way W., Suite D
University Place, WA 98466

Phone: 253.566.0566

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 636.207.5829