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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-19 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Marketing Partners | St. Joseph | MI | 05/2011 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 04/2014 | 08/2020 |
| Schadler Financial | St. Joseph | MI | 05/2011 | Present |
| Peace Of Mind Planning Llc | Saint Joseph | MI | 07/2020 | Present |
| Peace Of Mind Wealth Management | Brighton | MI | 12/2021 | Present |
The Name of the other business: Strategic Marketing Partners Investment Related?: No Address of other business: St. Joseph, MI Nature of other business: Recruitment Your position: Representative Start Date: 05/2011 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: WORKING WITH FINANCIAL ADVISORS, HELPING THEM MARKET THEMSELVES BETTER, SUPPLYING THEM WITH TOOLS RESOURCES AND ENCOURAGING THEM TO WORK WITH OUR STRATEGIC PARTNERS The Name of the other business: Schadler Financial Investment Related?: Yes Address of other business: St. Joseph, MI Nature of other business: Insurance and annuity sales Your position: Owner Start Date: 05/2011 How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 80 Briefly describe your duties: Insurance and annuity sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-17 |
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