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969 Reading Rd, Suite K, Mason, OH 45040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Services, Inc. | West Chester | OH | 11/1990 | Present |
| Sound Asset Management, Inc. | West Chester | OH | 09/1997 | Present |
| Garden Leaf Financial Services Llc | Mason | OH | 06/2009 | Present |
FREDERICK D. GARTENLAUB IS SOLE MEMBER OF GARDEN LEAF FINANCIAL SERVICES LLC. LOCATED AT 969 READING RD SUITE K, MASON, OH 45040, SINCE 2009. THAT COMPANY PROVIDES SERVICES RELATING TO THE PREPARATION OF INCOME TAX RETURNS, AND REPRESENTATION OF CLIENTS BEFORE THE INTERNAL REVENUE SERVICE. REFERRALS MAY BE MADE BETWEEN GARDEN LEAF FINANCIAL SERVICES LLC AND SOUND ASSET MANAGEMENT, INC. FOR PROVIDING THE SERVICES PERTINENT TO EACH. THERE IS NO COMPENSATION PAID FROM EITHER COMPANY TO THE OTHER FOR REFERRALS. THE DECISION TO USE EITHER COMPANY IS LEFT TO THE SOLE DISCRETION OF THE CLIENT. MR. GARTENLAUB SPENDS APPROXIMATELY 150 HOURS PER MONTH PERFORMING HIS DUTIES FOR GARDEN LEAF FINANCIAL SERVICES. THE HOURS VARY, WITH MANY MORE HOURS BEING SPENT DURING INCOME TAX FILING SEASON FROM MID JANUARY THROUGH MID APRIL.
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