Anthony Hosfeld

Founding Partner at Advocacy Wealth Management LLC

Anthony Hosfeld

Anthony Hosfeld

Founding Partner at Advocacy Wealth Management LLC

Overview
Career Highlights

Advocacy Wealth Management LLC

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775

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Founding Partner at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chief Executive Officer, Chief Compliance Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chairman at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chief Investment Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chief Operating Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Client Planning at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Trust Implementation, Advocacy Trust Solutions at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Tax & Retirement Planning at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Managing Director at Joseph Gunnar & Co., LLC

Relationship likelihood: Average

Regional Director of Client Services at Advocacy Wealth Management LLC

Relationship likelihood: Average

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Anthony Hosfeld
Founding Partner at Advocacy Wealth Management LLC
Education
Bachelor's of Science in Business Administration

Wichita State University is a public research university in Wichita, Kansas, United States. It is the third-largest university governed by the Kansas Board of Regents.

Career History
Founding Partner
Tenure Unconfirmed

Advocacy Wealth Management (AWM) primarily manages assets for clients seeking requiring a relatively predictable stream of income on which they depend for their well-being. Many of their clients purchase portfolios the firm has created which are bond ladders, composed of individual securities, either corporate or municipal or both, withstated maturity dates. Maturities and coupon payments are staggered to give the client regularity of income and a reasonable assurance that principal will be returned at maturity since the direct securities are all investment grade. Accordingly, AWM focuses on managingdefault risk and reinvesting unused income and return of principal. They may add other income, equity or alternative investments to enhance or diversify return. For clients with limited investment capital, the firm offers alternative portfolios that emulate the bond ladders to the degree possible while attempting appropriate diversification. AWM's investment strategies generally include long- and short-term trading of stock portfolios, mutual funds and fixed-income securities. Margin trading and option trading may be used, when appropriate.

Vice President & Financial Advisor
2007 - 2011
Vice President & Financial Advisor
Prior - 2006

Wachovia Securities was the trade name of Wachovia's retail brokerage and institutional capital markets and investment banking subsidiaries. Following Wachovia's merge with Wells Fargo and Company on December 31, 2008, the retail brokerage became Wells Fargo Advisors on May 1, 2009 and the institutional capital markets and investment banking group became Wells Fargo Securities on July 6, 2009.

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