Pamela Otten
Pamela Otten · Sheboygan, Wisconsin
Pamela Otten is a fee-only financial advisor at Pamela Otten in Sheboygan, Wisconsin. Pamela Otten reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Pamela →
Facts
| Firm | Pamela Otten |
|---|---|
| Based in | Sheboygan, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| SEC registration | Investment adviser representative in WI · CRD 4805285 |
| Exams passed | Series 63 (2005) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pamelaotten.com |
| Profile |
Request an introduction to Pamela
Tell Pamela a little about what you're looking for. Pamela isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Pamela
Is Pamela Otten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pamela holds no broker registration, and Pamela Otten reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pamela charge for financial advice?
Pamela's firm, Pamela Otten, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Pamela Otten based?
Pamela Otten is based in Sheboygan, Wisconsin.
Is Pamela Otten registered with the SEC?
Yes. Pamela Otten is registered as an investment adviser representative in WI (CRD 4805285), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Pamela Otten?
Through Pamela's website, www.pamelaotten.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.