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Leonard Simon Bakker

Lifetime Financial, Inc.

Newport Beach, CA

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Current Employers
Lifetime Financial, Inc.

260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-26
  • CA RA
    APPROVED
    Since 2026-02-26

Branch Locations

260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horter Investment Management Cincinnati OH 11/2014 04/2022
Ca Long Term Care Insurance Services Berkeley CA 02/2010 12/2018
Bahme Partnership Berkeley CA 01/1985 Present
Lifetime Financial Inc Newport Beach CA 01/2018 Present
Lifetime Paradigm Inc. Newport Beach CA 01/2018 Present
  • 11/2014 → 04/2022
    Horter Investment Management
    Cincinnati, OH
  • 02/2010 → 12/2018
    Ca Long Term Care Insurance Services
    Berkeley, CA
  • 01/1985 → Present
    Bahme Partnership
    Berkeley, CA
  • 01/2018 → Present
    Newport Beach, CA
  • 01/2018 → Present
    Lifetime Paradigm Inc.
    Newport Beach, CA
Previous Registrations
Other Businesses

NAME OF BUSINESS: BAHME PARTNERSHIP; INVESTMENT RELATED: NO; CURRENT BUSINESS ADDRESS: 340-360 PANORAMIC WAY BERKELEY, CA 94704; NATURE OF BUSINESS: APARTMENT AND PROPERTY MANAGEMENT; TITLE: APARTMENT MANAGER; START DATE: 01/1985; APPROXIMATE NUMBER OF HOURS PER MONTH YOU DEVOTE TO THE BUSINESS: 15; APPROXIMATE NUMBER OF HOURS YOU DEVOTE TO THE BUSINESS DURING SECURITIES EXCHANGE HOURS: 0; BRIEFLY DESCRIBE YOUR DUTIES: APARTMENT AND PROPERTY REPAIRS AND MAINTENANCE Name of outside business: Independent Contractor for Lifetime Paradigm Inc; Is the business investment related: No; Location of the business: 260 Newport Center Dr Newport Beach CA 92660 USA; Position Title: Insurance Sales - Consultant; Start date with business: 2018-01-01; Hours per month devoted to business during trading hours: 60; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 20

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-25
  • S65 Uniform Investment Adviser Law Examination
    2014-10-25

View on SEC IAPD

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