John Oestreich, CPFA™, CEPA™

John Oestreich, CPFA™, CEPA


John joined Waddell & Reed in 1998 as a financial advisor. Through the years, he held various leadership positions with the company, and pulls from that experience in his client interactions. Today he primarily serves business owners, leaders, sales executives, and growth agents for organizations. He focuses on executive financial planning, business transfer, and business retirement planning.


John is energized by helping people find clarity in their financial situation and finding strategies to their most important financial goals. Developing client relationships is a cornerstone of his work, as is seeing clients through all phases their lives. Click HERE to see if working with John makes sense for you.


A graduate of Nebraska Wesleyan University, John holds a Bachelor of Science in Business Administration. He and wife Dannielle have three children and three rescue dogs named Reedus, Maximus, and Ozzy. He enjoys entrepreneurship, golfing, fishing, the Huskers, Dave Matthews concerts and vacationing in Key West with his wife.