Kara Lynn Mitchell

Current Employers

Employment History

• 08/2010 → Present
  Goldencrest Financial
  San Diego & Grass Valley, CA
• 08/2016 → Present
  Horter Investment Management
  Cincinnati, OH
• 08/2019 → Present
  Goldencrest Consulting
  Grass Valley, CA
• 03/2023 → Present
  Advisor Share Wealth Management, Llc
  Vancouver, WA

Previous Registrations

• 2016-08-18 → 2021-03-26
  Horter Investment Management, Llc
  Grass Valley, CA
  Cincinnati, OH
• 2016-06-10 → 2016-08-03
  Tucker Asset Management Llc
  Grass Valley, CA

Other Businesses

The Name of the other business: GoldenCrest Consulting Investment Related?: No Address of other business: 111 Bank Street, #182, Grass Valley, CA 95945 Nature of other business: Lead Generation, business consulting, collaborative business dvelopment Your position: President/Owner Start Date: 8/1/2019 How many hours you devote to the other business per month: 25 How many hours you devote to the other business during securities trading hours: 15 Briefly describe your duties: I will be providing leads to small business owners, like: mortgage brokers, real estate agents, financial advisors, insurance agents, attorneys, etc. I market my services to small business owners on LinkedIN. I use an outside lead generation service and support system. I manage the relationship with the client, quality and volume of leads over time. I also will coach these business owners towards decommoditization concepts and to consider joining the CPA Plus Network Collaborative. Goldencrest Financial 412 E Main Street Suite L Grass Valley, CA 95945 President 8/2010 Investment Related Sales of fixed annuities, life insurance, and long term care insurance. Prospecting, marketing sales. application submissions, reviews. 80 hours approx each month 80 hours during security exchange hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-06