Fred William Kobler

Current Employers

Employment History

• 01/2001 → Present
  United Tax Service
  Shelby Twp, MI
• 08/2015 → 09/2019
  Summit Brokerage Services
  Shelby Twp, MI
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2015 → Present
  Cetera Investment Advisers Llc
  El Segundo, CA
• 12/2019 → 05/2021
  Summit Financial Group Inc
  Shelby Township, MI

Previous Registrations

• 2019-12-16 → 2021-05-20
  Summit Financial Group Inc
  Shelby Township, MI

Other Businesses

(1)UNITED TAX SERVICE INC.; 48377 VAN DYKE AVE SHELBY TWP,MI 48317.PRESIDENT.99% OWNER.TAX PREPARATION ACCOUNTING.VARIABLE 0-8.PREPARE TAX RETURNS.PERFORM ACCOUNTING DUTIES AND SUPERVISE STAFF.START DATE 01/01/2001 (2)FRED KOBLER; INSURANCE AGENT; SAME AS REGISITERED LOCATION. LIFE INSURANCE AND FIXED ANNUITIES, SELL LIFE INSURANCE AND FIXED ANNUITIES. 0-2 HRS DURING TRADING HRS AND 0-2 DURING NON-TRADING HRS., START JAN 2009. NON-INVESTMENT RELATED. (3)FWK INVESTMENTS LLC., 48377 VAN DYKE RD, SHELBY TWP, MI. OWNER - REAL ESTATE OWNERSHIP (CHARGES RENT). INVEST CAPITAL IN REAL ESTATE DEALS AND EQUIPMENT.ZERO HOURS DURING TRADING HOURS AND ONE HOUR WEEKLY DURING NON-TRADING HOURS. NOT INVESTMENT RELATED. (4)NAME OF OTHER BUSINESS: 1951 SAINT CLAIR BLVD, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: REAL ESTATE START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: OWNER LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: LAND CONTRACT OWNER

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-04
• S63 Uniform Securities Agent State Law Examination
  2004-01-03