Terrance Ostrander, CTS®, CFS®, CAS®, CRPC®, ARA, CSFP

Terrance J Ostrander, CRPC, BCM, CFS, CTS, CAS, ARA, CSFP

 

Terry is President of Lakeshore Investment, Insurance & Tax Services, President of Shoreline Federal, Inc. and Chief Retirement Officer for Shoreline Credit Union, located in Two Rivers and Manitowoc, Wisconsin. He is a Chartered Retirement Planning Counselor, Certified Fund Specialist, Certified Tax Specialist, Accredited Retirement Advisor, and a Chartered Senior Financial Planner. He is also Board Certified in Mutual Funds. He has Series 7, 63, and 66 securities licenses with the Securities and Exchange Commission and is a Registered Investment Advisor in the state of Wisconsin. He has a Life insurance license as well as Accident & Health, and Variable Annuity/Variable Life insurance licenses. Between working for several tax firms and owning/operating his own small tax firm, Terry has over 30 years of tax preparation experience and over 15 years of investment advisory experience. Terry is also a member of the Wisconsin Accountants Association and the National Association of Tax Professionals.

 

Terry has served on several Boards of Directors including service organizations as well as financial institutions. He is currently on the Board of Directors for the Manitowoc County Chamber of Commerce and on the Board for Financial Institution Lending Options Corporation. He is also an Ambassador for the Manitowoc Area Chamber of Commerce and has been on several committees as well. Terry currently is the Chairman for the Scholarship Committee for the National Association of Tax Professionals – Wisconsin Chapter. Terry has been listed in the International Who’s Who for Professional Management as well as the Who’s Who for Executives and Professionals. Terry has routinely had articles published regarding investments in the local newspapers and was also quoted in Financial Planning magazine, a nationally distributed publication.

 

He has a Bachelors degree from the University of the State of New York and several certifications surrounding the nuclear power industry. Terry is registered with the National Registry of Radiation Protection Technologists, and was formerly a supervisor at the Point Beach Nuclear Power Plant. He also served in the United States Navy where he was a Leading Engineering Laboratory Technician – specializing in reactor physics and nuclear chemistry, Radiation Control Shift Supervisor, Engineering Watch Supervisor, Engine Room Supervisor, and Division Leading Petty Officer.

 

Lakeshore Investment, Insurance & Tax Services was the 2008 Herald Times Reporter reader’s choice for investment services in Manitowoc County as well as a “Finalist” for 2010 and has also been awarded the 2009, 2010 and 2011 Best of Two Rivers in the Security Brokers & Dealers category from the US Commerce Association.