Dino John Lopresti

Employer firm

Trek Financial CRD 109376

$2.82B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 08/2018
  Horter Investment Management, Llc
  Medina, OH
• 07/2010 → Present
  Lopresti Financial Group
  Medina, OH
• 08/2018 → Present
  Trek Financial
  Scottsdale, AZ

Previous Registrations

• 2010-10-15 → 2018-08-03
  Horter Investment Management, Llc
  Medina, OH
  Medina, OH
  Medina, OH
  Lady Lake, FL
  Cincinnati, OH
  Dublin, OH

Other Businesses

Name of the other business: LoPresti Financial Group Investment-related: Address of the other business: 5000 Foote Rd Suite 203 Medina, OH 44256 Nature of the other business: Fixed Index Annuities through Midland National Life Insurance Your position: President Title or relationship with the other business: Agent for Midland. President of LoPresti Financial Group The start date of your relationship: July 2010 The approximate number of hours/month you devote to the other business: 20/month The number of hours you devote to the other business during securities trading hours: 20/month Briefly describe your duties relating to the other business: Offer fixed index annuities when appropriate as part of the clients total investment plan

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-20