Frederick Carl Ostermeyer

American Independent Securities Group, LLC

44 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & Coaching

American Independent Securities Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

2,987 clients

Average Client Portfolio

$203K average

Assets Under Management

$604.9M

Fee Structure

Minimum Investment:$2.5K

Location

605 E 8th Ave Ste D, Post Falls, ID, 83854

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History

Regulatory History (1)

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Customer Dispute

March 2009

Denied

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Other Business ActivitiesSells Insurance

Frederick is an independent insurance agent selling various insurance products, dedicating about 10-20% of his time to this. He is also a committee member for the Idaho Department of Insurance and the IARFC vendor review committee, and owns Managed Resources, LLC for insurance and investment business.

Employment History

Previous Registrations

Arbor Point Advisors

November 2020 - October 2023 · 2 yrs 11 mos

Securities America Advisors, INC.

November 2020 - October 2023 · 2 yrs 11 mos

Securities America, INC.Broker

November 2020 - October 2023 · 2 yrs 11 mos

Kms Financial Services, INC

September 1999 - November 2020 · 21 yrs 2 mos

Kms Financial Services, INC.Broker

July 1993 - November 2020 · 27 yrs 4 mos

American Express Financial Advisors INC.Broker

December 1986 - October 1990 · 3 yrs 10 mos

Financial Network Investment CorporationBroker

November 1985 - August 1993 · 7 yrs 9 mos

Richards, Merrill & Peterson, INC.Broker

January 1982 - October 1985 · 3 yrs 9 mos

Ids Life Insurance CompanyBroker

December 1980 - October 1990 · 9 yrs 10 mos

Ids Financial Services INC.Broker

December 1980 - December 1986 · 6 yrs

Ids Marketing CorporationBroker

December 1980 - November 1981 · 11 mos

State Registrations11 states

AZFLIDILINMTNVSCUTWAWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.