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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-03 |
| MN | RA | APPROVED | 2018-06-01 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 05/2018 | Present |
| Financial Freedom Partners Llc | Owatonna | MN | 03/2018 | Present |
| Jostens | Owatonna | MN | 02/2011 | 03/2018 |
| Self Employed | Owatonna | MN | 01/2003 | Present |
The Name of the other business: Financial Freedom Partners LLC Investment Related?: Yes Address of other business: 2057 Greenwood Drive NE Owatonna, MN Nature of other business: Insurance Sales Your position: Sole Proprietor Start Date: 03/2018 How many hours you devote to the other business per month: 172 How many hours you devote to the other business during securities trading hours: 172 Briefly describe your duties: Insurance producer assisting persons to purchase insurance and annuities according to their needs and circumstances The Name of the other business: Self Employed Investment Related?: No Address of other business: 2057 Greenwood Drive NE Owatonna, MN Nature of other business: Tax Preparation Your position: Sole Proprietor Start Date: 01/2003 How many hours you devote to the other business per month: 80 (February thru April) How many hours you devote to the other business during securities trading hours: 20 Briefly describe your duties: I assist individuals and small businesses in preparing their income tax forms and submitting them to the IRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-10 |
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