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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-13 |
| IA | RA | APPROVED | 2023-05-19 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
1719 Hill Ave, Spirit Lake, IA 51360 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wittrock Financial, Inc | Spirit Lake | IA | 11/1987 | Present |
| Trek Financial | Scottsdale | AZ | 12/2015 | 05/2023 |
| Advisor Share Wealth Management, Llc | Vancouver | WA | 05/2023 | Present |
(1)WITTROCK FINANCIAL INC. 421 W BROADWAY STE 300 COUNCIL BLUFFS IA 51502. PRESIDENT SINCE 6/2003. INVESTMENT RELATED BUSINESS. APPROX 65 HRS/MONTH. SECURITIES AND FIXED BUSINESS. (2)GREAT LAKES FISH GROWERS. 24359 GRANITE AVE HALBUR IA 51444. VICE PRES (05/2003-05/2005). NO HOURS SPENT ON THIS BUSINESS. NOT INVESTMENT RELATED. (3)Legacy Lock, LLC, Solicitor, Provide subscription based estate planning software to clients, 2 hours per week, Scottsdale, AZ (2018-2021).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-14 |
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