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11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-16 |
Branch Locations
1880 S Cobalt Point Way Suite 210, Meridian, ID 83642 • United States
11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Capital Management | Fort Wayne | IN | 06/2025 | Present |
| Cedar Grove Financial Associates | Caldwell | ID | 08/2023 | Present |
| Cedar Grove Financial Associates | Caldwell | ID | 05/2015 | 01/2021 |
| Lyft | Caldwell | ID | 01/2021 | 07/2021 |
| Cedar Grove Financial Associates | Caldwell | ID | 08/2021 | 07/2023 |
Tony Flores is the owner of Cedar Grove Financial Associates. In this role Mr. Flores provides business development and insurance sales to individuals and businesses. He spends approximately 40 hours a week during market and non-market hours in this endeavor. As a licensed independent insurance agent he may make recommendations on insurance products and may also, as an independent insurance agent, sell those recommended insurance products to Investment Management clients. He is appointed with various insurance companies and may recommend insurance products to you directly. The sale of insurance products pays him commissions that are separate from the investment management fees outlined in Item 5 of the firm's ADV Part 2A. This creates a financial incentive for him to recommend insurance products. However, Tony Flores attempts to mitigate any conflicts of interest to the best of his ability by placing your interests ahead of his own and through the implementation of policies and procedures that address the conflict. Additionally, you are informed that you always have the right to choose whether to act on the recommendation and the right to purchase recommended insurance through any licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-25 |
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