Michael David Hostetler

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 01/2024
  Financial Services Dba Capital Insight Group
  Peachtree Corners, GA
• 01/2024 → 05/2024
  Mount Paran Christian School
  Kennesaw, GA
• 05/2024 → Present
  Allworth Financial
  Kennesaw, GA
• 05/2024 → Present
  Aw Securities
  Marietta, GA

Previous Registrations

• 2009-03-25 → 2024-01-30
  The Strategic Financial Alliance, Inc.
  Peachtree Corners, GA
  Peachtree Corners, GA
  Alpharetta, GA
  Peachtree Corners, GA
• 2003-01-21 → 2009-03-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. 08/2021 - GLOYBYN LLC - PASSIVE SHAREHOLDER - AI SECURITY - NOT INVESTMENT RELATED - NO HOURS DURING TRADING HOURS 2. 05/2024 - STAF CARDINALS - COACH - TRAVEL BASEBALL TEAM - NOT INVESTMENT RELATED - 50 HOURS PER MONTH FOR PRACTICE AND GAMES - NO HOURS DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2003-01-17

Designations

• Certified Financial Planner

Other Names

• Michael David Hostetler
• Mike Hostetler