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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-10 |
| OK | RA | APPROVED | 2019-07-08 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
2360 Nowata Place, Bartlesville, OK 74006 • 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 |
|---|---|---|---|---|
| Paul E. Gustafson | Bartlesville | OK | 10/1994 | Present |
| Freedom Financial Strategies, Inc. | Bartlesville | OK | 01/2003 | 04/2018 |
| Vom, Inc. | Bartlesville | OK | 08/1992 | Present |
| Voya Financial Advisors | Bartlesville | OK | 09/2014 | 06/2019 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2019 | Present |
1) Independent insurance agent since 6/24/2007; Bartlesville, OK, 74006; Fixed insurance sales; approx. 16 hours per month, all during trading hours; Investment related activity. 2) Ochelata Sportsman Club - officer since 11/1/2015; 27990 N 3950 RD; Ochelata; OK; 74051; Non-profit organization. OVERSEE OPERATIONS/ACTIVITIES OF THE CLUB. Approx. 4 hrs per month, none during trading hours; Not investment related. 3) Builder Insulation and Barrier Supply LLC: Business Administrator for wholesale insulation sale company since 07/2024. Time spent approx. 24 hours/month, none during trading hours. Not investment related. 4) Gustafson Group, Inc.: Service Company; 400200 W 2200 Road, Bartlesville, OK 74006; 10 hours/month, none during trading hours. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-08 |
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