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AH

Ann T. Hockman

POLAR INVESTMENT COUNSEL
Duluth, MN 56701
Some features on this profile are disabled
CRD#: 2794498
AH

Professional summary


Ann Theresa Hockman, who also goes by Ann T Hockman, Ann Theresa Hodge, is a registered financial professional currently at POLAR INVESTMENT COUNSEL, INC. located in Duluth, Minnesota.

Ann is registered as a RR (Registered Representative) and started their career in finance in 1996. Ann has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ann T Hockman | Ann Theresa Hodge

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ann Theresa Hockman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 10, 2012 - Present

POLAR INVESTMENT COUNSEL, INC.

Office #1: 5161 Miller Trunk Hwy, Duluth, MN 56701
BD
CRD#: 42847
Duluth, MN
Past

February 21, 2002 - June 2, 2011

ASKAR CORP.

BD
CRD#: 7512
DULUTH, MN
Past

December 10, 1996 - February 25, 2002

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(1/10/2012)
RR
Wisconsin
(1/10/2012)

Exams


State Security Law Exam
RR
Series 63
Date: 11/7/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PI
POLAR INVESTMENT COUNSEL, INC.
POLAR INVESTMENT COUNSEL, INC.

CRD#: 42847 / SEC#: 801-64516, 8-50039

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
19547 210th Av Ne, Thief River Falls, MN 56701
Mailing Address
19547 210th Ave Ne, Thief River Falls, MN 56701
Phone number
(218) 681-7344
Established
Wisconsin since 05/22/1995
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PICI ADV PART 2 BROCHURE (3/24/2014)

Direct owners and executive officers


NamePositionCRD#
GLACIER GROUPS INCSHAREHOLDER
ABBOTT, SHERRY LYNNSR VICE PRESIDENT, GP, CHIEF COMPLIANCE OFFICER, CFO4514120
JORDAN, MICHAEL CHARLESPRESIDENT, GP, FINOP, OPTIONS PRINCIPAL, MUNICIPAL PRINCIPAL262088

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


POLAR INVESTMENT COUNSEL, INC.

CRD#: 42847Duluth, MN 56701

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