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Frederick Ostermeyer

American Independent Securities Group, LLC
45 Years of Experience
Post Falls, ID
1 DisclosureBrokerSells Insurance
View SEC Summary
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Frederick Ostermeyer is a registered investment advisor at American Independent Securities Group, LLC, based in Post Falls, ID, with 45 years of industry experience. Frederick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.

American Independent Securities Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$986.3M

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

810 N. Henry St., Ste. 230, Post Falls, ID, 83854

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009
Denied
View Full SEC ReportHow to Read Disclosures
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
Current Registrations
American Independent Securities Group, LLCBroker
October 2023 - Present · 3 yrs
American Independent Securities Group, LLC
October 2023 - Present · 3 yrs
American Independent Securities Group, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Arbor Point Advisors
November 2020 - October 2023 · 2 yrs 11 mos
Securities America, INC.Broker
November 2020 - October 2023 · 2 yrs 11 mos
Securities America Advisors, INC.
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 Registrations12 states
AZFLIDILINMTNVORSCUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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