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Tim Frenzel

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CRD#: 7350650
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tim Frenzel was a registered financial professional .

Tim is a previously registered financial professional and started their career in finance in 2021. Tim had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
Mezza, LLC, non-investment related, nature: data analytics, 602 Heather Ave, Placentia, CA 92870, founder, 12/2020, 40 hours per month, 0 hours during trading hours, duties: software development, business management, algorithm development Udaptive Inc., non-investment related, nature: education technology, 2510 East Sunset Road Suite 5-861, Las Vegas, NV 89120, founder, 06/2020, 80 hours per month, 10 hours during trading hours, software development, business management, course construction, algorithm development

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 22, 2021 - September 26, 2023

HOSKIN CAPITAL

RIA
CRD#: 310527
Placentia, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


HC
HOSKIN CAPITAL
HOSKIN CAPITAL | HOSKIN CAPITAL, LLC

CRD#: 310527 / SEC#:

Arizona
Registered Investment Advisory firm - (2/3/2022 Approved)
California
Registered Investment Advisory firm - (10/7/2020 Approved)
Colorado
Registered Investment Advisory firm - (10/21/2021 Approved)
Connecticut
Registered Investment Advisory firm - (4/15/2024 Approved)
Florida
Registered Investment Advisory firm - (5/2/2025 Approved)
Michigan
Registered Investment Advisory firm - (2/21/2024 Approved)
Texas
Registered Investment Advisory firm - (11/16/2021 Conditional Restricted)
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Contact information


Main Address
Lakewood, CO
Mailing Address
Phone number
(970) 401-5101
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts153
AUM (Assets Under Management)$ 7,876,516

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


HOSKIN CAPITAL

CRD#: 310527

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