Marty Daniel Host

Current Employers

Employment History

• 04/2010 → 12/2022
  Country Financial
  Browerville, MN
• 11/2022 → Present
  Money Werx Insurance & Financial Services, Llc
  Browerville, MN
• 09/2014 → Present
  M&C Host Properties, Llc Investment R
  Browerville, MN
• 01/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-02-23 → 2010-04-20
  Cuna Brokerage Services, Inc.
  Melrose, MN
  Melrose, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/1995 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, LONG-TERM CARE, AND PROPERTY AND CASUALTY. 2. NAME OF OTHER BUSINESS: BROWERVILLE PUBLIC SCHOOL ISD#787 INVESTMENT RELATED: NO ADDRESS: 620 PARK AVE N, BROWERVILLE, MN 56438 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 1/2018 POSITION/TITLE/RELATIONSHIP: SCHOOL BOARD MEMBER & CLERK APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: .5 BRIEF DESCRIPTION OF DUTIES: ATTEND SCHOOL BOARD MEETINGS AND ASSIST IN SCHOOL POLICIES AND PROCEDURES. AS CLERK, SIGN BOARD MEETING MINUTES AND OTHER SCHOOL RELATED DOCUMENTS; 3. NAME OF OTHER BUSINESS: BROWERVILLE LIONS CLUB INVESTMENT RELATED: NO ADDRESS: PO BOX 254, BROWERVILLE, MN 56438 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 6/2010 POSITION/TITLE/RELATIONSHIP: LIONS MEMBER APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: .5 BRIEF DESCRIPTION OF DUTIES: ASSIST IN CLUB ACTIVITY DECISIONS AND EXECUTION OF CLUB FUNCTIONS; 4. NAME OF OTHER BUSINESS: M&C HOST PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 9/2014 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: THIS LLC'S ONLY HOLDING IS MY OFFICE BUILDING THAT I LEASE FROM MARTY HOST FINANCIAL SERVICES, LLC AS A TAX STRATEGY. MHFS, LLC WILL CEASE TO EXIST BY YEAR END OR Q1 2023 AND THE OFFICE BUILDING WILL BE LEASED TO MONEY WERX INSRUANCE & FINANCIAL SERVICES, LLC, MY NEW LLC. ; 5. NAME OF OTHER BUSINESS: MONEY WERX INSURANCE & FINANCIAL SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS TAX ENTITY FOR THE SALES OF INSURANCE AND INVESTMENT PRODUCTS START DATE: 11/2022 POSITION/TITLE/RELATIONSHIP: PRESIDENT/SOLE MEMBER/FINANCIAL ADVISOR/OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: INSURANCE & INVESTMENTS SALES. INVESTMENTS WILL BE SOLD THROUGH CETERA ADVISOR NETWORKS AND INSURANCE WILL BE SOLD THROUGH ATLAS INSURANCE BROKERS OF ROCHESTER MN. PROPERTY CASUALTY, LIFE, HEALTH, DISABILITY AND LTC INSURANCE WILL BE SOLD THROUGH ATLAS INSURANCE BROKERS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-22
• S66 Uniform Combined State Law Examination
  2006-01-13
• S63 Uniform Securities Agent State Law Examination
  1996-05-21