Bruce Robert Hosler

Current Employers

Employment History

• 07/1996 → 07/2025
  Hosler Wealth Management, Llc
  Prescott, AZ
• 11/2004 → 07/2025
  Commonwealth Fiancial Network
  Waltham, MA
• 07/2025 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 07/2025 → Present
  Mutual Advisors, Llc.
  Casper, WY

Previous Registrations

• 2005-01-27 → 2025-07-18
  Commonwealth Financial Network
  Prescott, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2005-01-18 → 2005-04-07
  Avantax Advisory Services
  Prescott, AZ

Other Businesses

1. Hoscienda LLC., Start Date: 08/14/2015, 700 S Montezuma St., Prescott, AZ 86303, Disregarded Entity-LLC Owned by my Trust, Owns the Office in Prescott, Not Investment Related, Trustee and Beneficiary of the Trust, Which owns the LLC, which owns the property, Own, Manage, Maintain, 2 Hours per month, 1 Hour per day during trading hours. 2. Stake Financial Clerk - Church of Jesus Christ, Start Date: 10/15/2012, 3037 Sunnybrae Circle, Prescott, AZ 86303, Non-Profit Church Corporation, Non-Profit Organization, Prescott Stake Financial Clerk, I process reimbursement requests for members who have spend funds on behalf of the church, I review financial statements each month to make sure the financial reporting is accurate, I represent the stake in audits of the stake finances twice per year, and serve on the stake Audit committee, I prepare and arrange all payments from the stake for the stake president to review and approve, Not Investment Related, 8 Hours per month, 0 Hours per day during trading hours. 3. Moving to Tax-Free LLC., Start Date 12/06/2022, 700 S Montezuma St., Prescott, AZ 86303, Disregarded entity, Single Member LLC owned by my revocable living trust, Author of the Book, My revocable living trust is the member of the LLC, I am the Trustee and Beneficiary, The book is complete now, so just book sales and answering questions that readers may have, Investment Related, 2 Hours per month, 1 Hour per day during trading hours. 4. Pinnacle Hoscienda LLC., Start Date: 12/19/2021, 7400 E Pinnacle Peak Rd., Ste. 100, Scottsdale, AZ 85255, Disregarded entity, LLC owned by my Revocable Living Trust, Rental Real Estate, Trustee and Beneficiary of the Trust that owns the LLC, that owns the property, Own, Manage, Maintain, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours. 5. Hosler Wealth Management, Start Date: 07/18/2025, 700 S. Montezuma St., Prescott, AZ 86303, LLC, RIA, CEO, Business Leader, Wealth Manager, Tax Accountant, Financial Planner, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 6. Advanced Tax Strategies - Insurance Agent, Start Date: 07/18/2025, LLC, Insurance, Founder, Insurance Agents, Not Investment Related, 4 Hours per month, .25 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-13
• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1998-03-17

Designations