Ellen Osthus Fee, CFP®

Associate Wealth Partner

Ellen Osthus Fee joined BGM TruNorth Wealth Partners in 2015. As an Associate Wealth Partner, she assists clients with retirement, cash flow, and estate planning. She collaborates with CPAs to coordinate tax planning with investment recommendations. Ellen especially enjoys working with clients who are both engaged and receptive.

After working for a hedge fund, Ellen realized that she missed the personal connections and impact of helping others that she had experienced while doing intensive behavioral therapy with autistic toddlers. While working in trust administration at Wells Fargo, she discovered the financial planning profession and realized that it combined the opportunity to help others with her analytical skills. Ellen started working with high net worth clients at Accredited Investors, LLC, and then honed her comprehensive financial planning skills at McGladrey Wealth Management, LLC. Her decade in the industry has flown by as she has enjoyed creating meaningful relationships.

Ellen lives with her spouse and daughter in St. Paul. She enjoys traveling and time spent in Northern Minnesota and Wisconsin.

Education and Certifications

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Bachelor’s Degrees, Economics and Family Studies, St. Olaf College

Affiliations

  • Member, Financial Planning Association, Minnesota Chapter
  • Member, FPA Career Development Committee

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements