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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-21 |
| OK | RA | APPROVED | 2025-08-21 |
| WI | RA | APPROVED | 2025-08-21 |
| AL | RA | APPROVED | 2022-02-02 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Hudson, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Wealth Strategies, Llc | Minnespolis | MN | 11/2014 | 12/2016 |
| Guardian Resources Llc | Minneapolis | MN | 04/2013 | 12/2016 |
| Horter Investment Management, Llc | Cincinnati | OH | 01/2017 | Present |
| Kingdom Defense Solutions, Llc | River Falls | WI | 01/2016 | 12/2019 |
| Orokarats | River Falls | WI | 01/2015 | 12/2018 |
| Juice+ | River Falls | WI | 04/2016 | 09/2016 |
| Croix River Wealth Management | Hudson | WI | 01/2017 | Present |
| Giving Waters Christian Family Church | River Falls | WI | 10/2014 | 03/2019 |
| Stirton Consulting, Llc | Hudson | WI | 08/2018 | 03/2020 |
The Name of the other business: Croix River Wealth Management Investment Related?: Yes Address of other business: 46 Ashbury Ct., Hudson, WI 54016 Nature of other business: Insurance Sales Your position: Agent Start Date: 01/2017 How many hours you devote to the other business per month: 140 How many hours you devote to the other business during securities trading hours: 140 Briefly describe your duties: The sale of life and health insurance. Will be soliciting for Howard Capital Management for the 401k optimizer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-23 |
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