Brent Allen Gorter

Current Employers

Employment History

• 04/2011 → Present
  Silver Oak Securities, Inc.
  Jackson, TN
• 07/2009 → Present
  Capital Wealth Management, Llc
  Louisville, KY
• 02/2016 → Present
  Magnate Wealth Management, Llc
  Louisville, KY

Previous Registrations

• 2010-01-19 → 2011-04-14
  Cuttingedge Advisors
  Eureka, MO
• 2008-03-03 → 2009-12-31
  Cuttingedge Advisors
  Fisherville, KY
• 2008-01-31 → 2008-02-26
  Questar Asset Management, Inc.
  Louisville, KY

Other Businesses

1. Magnate Wealth Management, LLC, start date 02/01/2016, Louisville, Ky, DBA for Magnate Advisory Services, LLC. and Silver Oak Securities, Inc. Also, a licensed insurance agency selling Non-Variable Insurance (Fixed Annuities, Equity Indexed Annuities, Life Insurance, Long term care and disability income), Senior Partner, 40 hours spent a month and during trading hours, investment related. 2. Mike Brooks & Associates, is investment related, DBA for Magnate Advisory Services, LLC. and Silver Oak Securities, Inc. Investment Management / Financial Planning, Financial Advisor, start date 10/14/2022, 40 hours per month, 40 hours per month during trading hours. Financial Planning / Investment Management. 3. Capital Wealth Management, LLC. 436 South 7th Street, Ste. 200 Louisville, Ky 40203, DBA for Magnate Advisory Services, LLC. and Silver Oak Securities, Inc. Also, a licensed insurance agency selling Non-Variable Insurance (Fixed Annuities, Equity Indexed Annuities, Life Insurance, Long term care and disability income), Managing Member, 40 hours spent a month and during trading hours, investment related. 4. Capital Wealth Agency, LLC, 436 South 7th Street, Ste. 200 Louisville, Ky 40203. Entity for business expenses and contract management, 1 hour per month after trading hours, not investment related. 5. Registered Representative, Silver Oak Securities, Inc., 436 South 7th Street, Ste. 200 Louisville, KY 40203, investment related, start date of 02/29/2008, approximate number of hours per month 80 plus including during market hours, duties include acting as a registered representative, selling and servicing approved securities products. 6. Investment Adviser Representative, Silver Oak Securities, Inc., 436 South 7th Street, Ste. 200 Louisville, KY 40203, investment related, start date of 04/14/2011, approximate number of hours per month 80 plus including during market hours, duties include acting as an investment adviser representative, providing investment advisory services. 7. The Albatross Group, LLC, start date Feb. 2013, 4025 Elmwood Avenue, Louisville, KY 40207, Not Investment Related. Real Estate - Commercial Property rental property, Title: Member, Duties: Bookkeeping and Real Estate; 2 hours spent per month, and 1 hour during trading hours. Compensated by profits. 8. Kentucky Equity LLC, start date February 2015, 4025 Elmwood Avenue, Louisville, Ky 40207, Not Investment related. Real Estate Sales, commercial property and rental property. Title; Member, Duties: Bookkeeping and Real Estate, 2 hours per month and 1 hour per month during trading hours. Compensated by profits. 9. Gorter Developers, LLC., started in 2001. 308 Buckland Trace Louisville, Ky 40245. Construction Property / Management. 1 hour per month. No hours spent during trading hours. Not investment related. Co-owner duties include maintaining books and records for the company. 10. Professional Office Suites, started in 2009. 436 7th Street Louisville, Ky 40203. Owner, rental real estate management. 1 hour per month. No hours spent during trading hours. Not investment related. Compensated by profits. 11. Sagamore Holdings LLC, 4023 Elmwood, Louisville, KY 40207, Real Estate Holding Company, Partner, start date of 12/1/2020, 1 hours per month, 0 hours during trading hours, not investment related. 12. Turn Key Title & Escrow LLC, 6800 Brownsboro Parkway, Ste. A, Louisville, KY 40207, Title Insurance, start date of 2/1/2020, 5 hours per month, 0 hours during trading hours, Owner/Manager, oversee the books and management. 13. LMHA, LLC, 4025 Elmwood Ave, Louisville KY, 40207, Real Estate Holdings, Owner, start date 10/08/2018, 3 Hours per month, 0 hours during trading hours. Not investment related. 14. Always,Is Not Investment Related,"4025 Elmwood Ave, , Louisville, KY, 40207, United States",Real Estate,Partner,7/31/2025,3 hours per month,0 hours per month during trading hours,No Compensation Compensation,Investor in Real Estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-24
• S63 Uniform Securities Agent State Law Examination
  2004-06-18

Other Names

• Brent A. Gorter