Frederick Carl Ostermeyer

Current Employers

Employment History

• 07/1993 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 02/2007 → Present
  Managed Resources, Llc
  Post Falls, ID
• 11/2020 → 10/2023
  Securities America, Inc.
  Sun City West, AZ
• 11/2020 → 10/2023
  Securities America Advisors, Inc.
  Post Falls, ID
• 11/2020 → 10/2023
  Arbor Point Advisors
  Post Falls, ID
• 10/2023 → Present
  American Independent Securities Group
  Eage, ID

Previous Registrations

• 2020-11-06 → 2023-10-05
  Securities America Advisors, Inc.
  Post Falls, ID
• 2020-11-06 → 2023-10-05
  Arbor Point Advisors
  Post Falls, ID
• 1999-09-30 → 2020-11-06
  Kms Financial Services, Inc.
  Post Falls, ID
  Sun City West, AZ
  Seattle, WA

Other Businesses

1. Independent Insurance Agent- Investment Related- 1980- 23 to 30 hrs/mo-1hr/mo during trading- LTC, Disability, Health and other Insurance products 2. Idaho Dept of Insurance CE Advisory Committee- Committee member- IDAPA 18- Idaho Department of Insurance Company activities 18.06.04- Review all vendor CE materials in determining they meet requirements for providing CE for Idaho lic agents. - Investment related- 2 hrs/mo during trading hours- start: 12/01/2015- 700 W State Street, Floor 3, Boise ID 83720 3. Managed Resources, LLC- Owner- DBA for Insurance and Investment business- Investment Related-Start date 2/20/2001- 605 E 8th Ave Suite D, Post Falls, ID 83854 4.VENDER REVIEWCOMMITTEE POSITION: review vendor services NATURE: Committee member for the International Association of Registered Financial Consultants (IARFC) vendor review committee. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2023 ADDRESS: PO Box 506, Middletown OH 45052, United States DESCRIPTION: Review potential product vendors such as phone systems, client management software, Redtail as an example, MyrepChat, etc 5. Director, Trailhead Virtual Academy, non investment related, Idaho Collaborative Learning Partners, Inc. 695 Chad Dr. McCall, ID 83638, non-profit Director , 4 hrs/mo w/0 hrs during sec trading hours,

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-10
• S63 Uniform Securities Agent State Law Examination
  1981-04-04

Other Names

• Fred Ostermeyer
• Frederick C Ostermeyer