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Ian Derek Kothe-Flescher

1823 Wealth Management LLC

Phoenix, AZ

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Current Employers
1823 Wealth Management Llc

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
AZ RA APPROVED 2021-05-28
  • CA RA
    APPROVED
    Since 2025-01-01
  • AZ RA
    APPROVED
    Since 2021-05-28

Branch Locations

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co. Inc, Phoenix AZ 06/2008 03/2020
Charles Schwab Bank Phoenix AZ 03/2018 03/2020
Mutual Securities, Inc. Camarillo CA 05/2020 01/2021
1823 Wealth Management, Llc Phoenix AZ 01/2021 Present
Flescher Consulting Services, Llc Woodland Hills CA 07/2022 Present
  • 06/2008 → 03/2020
    Charles Schwab & Co. Inc,
    Phoenix, AZ
  • 03/2018 → 03/2020
    Charles Schwab Bank
    Phoenix, AZ
  • 05/2020 → 01/2021
    Mutual Securities, Inc.
    Camarillo, CA
  • 01/2021 → Present
    Phoenix, AZ
  • 07/2022 → Present
    Flescher Consulting Services, Llc
    Woodland Hills, CA
Other Businesses

1. Diversified Litigation Support, LLC., Start Date: 04/12/2006, 6736 N 22nd Fl, Phoenix, AZ 85016, Administrative Operations, Member, Not currently an active company, Intent was to provide clerical support and summarize depositions, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 2. Flescher Consulting Services, LLC., Start Date: 08/24/2022, 6736 N 22nd Fl, Phoenix, AZ 85016, Consulting, Not Investment Related, 20 Hours per week, 20 Hours per day during trading hours. Flescher Consulting Services, LLC's main client is Omni Agent Solutions, LLC, Woodland Hills, CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-08
S63 Uniform Securities Agent State Law Examination 2016-06-30
  • S66 Uniform Combined State Law Examination
    2021-03-08
  • S63 Uniform Securities Agent State Law Examination
    2016-06-30
Other Names
  • Ian Derek Flescher

View on SEC IAPD

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