Joseph Benjamin Horstmann

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2012 → Present
  Lpl Financial Llc
  Stonefort, IL
• 06/2015 → Present
  Horstmann Premier Financial
  Highland, IL

Previous Registrations

• 2008-05-23 → 2012-10-15
  Msi Financial Services, Inc.
  Glen Carbon, IL
  St. Louis, MO
• 2008-01-16 → 2008-02-05
  Edward Jones
  St Louis, MO

Other Businesses

1. 06/17/2015 - HORSTMANN PREMIER FINANCIAL -DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 2117 ST. MICHAEL CT S HIGHLAND IL 62249 - START 06/09/2015 - 160 HRS/MO DURING SECS TRDG HRS 2. 12/24/2015 - Twice the Ice - NOT INV REL - 1522 Main Highland Il 62249 - Family Business - START 02/15/2016 - 25 HOURS PER MONTH - Revenue will generate from the purchase of ice. 3. 7/20/2017 - Horstmann Properties LLC - Investment Related - Highland IL - Real Estate Rental - Started 07/03/2017 - 10 Hours Per Month/1 Hour During Trading - 4 unit apartment complex. 4. 2/15/2018 - Twice the Ice - Not Investment Related - 1522 Main Highland Il 62249 & 1840 Vandalia Collinsville Il 62234 - Family Business - Co-Owner - Started 02/15/2016 - 25 Hours Per Month/0 Hours During Securities Trading. 5. 2/16/2018 - J&J Unlimited LLC - Not Investment Related - 2117 St Michael Ct S Highland Il 62249 - Other-Vending business - Started 04/01/2016 - 15 Hours Per Month/0 Hours During Securities Trading - Partner in ice vending business with wife.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-04

Other Names

• Joe Horstmann