Best Investors Account Sign in
Inactive

Trey Ortman

Ortman Finances, LLC

Canistota, SD

Claim This Profile
Current Employers
Ortman Finances, Llc

Canistota, SD • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-02-03
TX RA APPROVED_RES 2025-11-13
SD RA APPROVED 2024-07-03
  • IA RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED_RES
    Since 2025-11-13
  • SD RA
    APPROVED
    Since 2024-07-03

Branch Locations

Canistota, SD • 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
Ortman Finances, Llc Canistota SD 05/2024 Present
Buena Vista University Storm Lake IA 08/2020 12/2023
Sanford Pentagon Sioux Falls SD 12/2023 Present
N/A Canistota SD 05/2014 05/2020
Canistota School District Canistota SD 11/2024 Present
Canistota School District Canistota SD 08/2025 Present
Barn & Barrel Canistota SD 08/2025 Present
  • 05/2024 → Present
    Ortman Finances, Llc
    Canistota, SD
  • 08/2020 → 12/2023
    Buena Vista University
    Storm Lake, IA
  • 12/2023 → Present
    Sanford Pentagon
    Sioux Falls, SD
  • 05/2014 → 05/2020
    N/A
    Canistota, SD
  • 11/2024 → Present
    Canistota School District
    Canistota, SD
  • 08/2025 → Present
    Canistota School District
    Canistota, SD
  • 08/2025 → Present
    Barn & Barrel
    Canistota, SD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15

View on SEC IAPD

More in Canistota, SD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor