David Charles Hoelke

Current Employers

Employment History

• 04/2003 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN
• 04/2003 → Present
  Focus Financial Network, Inc.
  Minneapolis, MN

Other Businesses

1. LICENSED CPA: LIMITED TAX RETURN PREPARATION AND ADVICE. 2. SELLING FIXED INSURANCE PRODUCTS THROUGH FOCUS FINANCIAL NETWORK. COMMISSION ESTIMATED. APPROXIMATELY 1% OF TIME, DURING WORKING HOURS. 3. FOCUS FINANCIAL, AN INDEPENDENT RIA, INVESTMENT RELATED, 1000 SHELARD PKWY STE #300, MINNEAPOLIS, MN 55426, START DATE: 2003, 160 HR/MO, 80 HRS/TRADING HOURS, COMPREHENSIVE FINANCIAL PLANNING, CHARGE FEES FOR ASSET MANAGEMENT. 4. DCH FINANCIAL ADVISORY SERVICES, INC. POSITION: President NATURE: This is the S Corp I used for tax purposes. I have been using it since 2008 and only recently learned I should include it in my OBA. There is no other business running through this organization. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 1000 Shelard Pkwy #300, Minneapolis MN 55426, United States DESCRIPTION: It is set up for tax purposes. It does not entail any additional duties, other than preparing a separate tax return. 5. HOELKE TAX SERVICES, LLC POSITION: President NATURE: Created an LLC for my involvement in the creation, review and submission of tax returns prepared for selected clients. There will be no revenues to the LLC. I am an active CPA in good standing. My wife, Kim Hoelke, is an inactive CPA with an active IRS tax preparer ID, and will be preparing the tax returns as an independent contractor. Kim has about 50 clients of her own. I expect roughly 50 of my clients to accept the offer to prepare their taxes at no charge. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2021 ADDRESS: 1000 Shelard Pkwy #300, Minneapolis MN 55317, United States DESCRIPTION: If necessary, I may consult with my wife in her preparation of tax returns for selected clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-05

Designations