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Brian James Mcisaac

Financial Freedom House

Waterford, MI

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Current Employers
Financial Freedom House

6515 Highland Rd Suite 240, Waterford, MI 48327-1668 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-03-19
  • MI RA
    APPROVED
    Since 2021-03-19

Branch Locations

6515 Highland Rd Suite 240, Waterford, MI 48327-1668 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Munder Capital Management | Victory Capital Birmingham MI 06/1999 12/2019
Cygnet Financial Planning, Inc. (Dba Financial Freedom House) Waterford MI 10/2020 03/2021
Unemployed - Between Jobs West Bloomfield MI 01/2020 09/2020
Financial Freedom House Waterford MI 03/2021 Present
  • 06/1999 → 12/2019
    Munder Capital Management | Victory Capital
    Birmingham, MI
  • 10/2020 → 03/2021
    Cygnet Financial Planning, Inc. (Dba Financial Freedom House)
    Waterford, MI
  • 01/2020 → 09/2020
    Unemployed - Between Jobs
    West Bloomfield, MI
  • 03/2021 → Present
    Financial Freedom House
    Waterford, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-19
S63 Uniform Securities Agent State Law Examination 1999-10-09
  • S65 Uniform Investment Adviser Law Examination
    2021-03-19
  • S63 Uniform Securities Agent State Law Examination
    1999-10-09

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Waterford, MI
J.P. MORGAN SECURITIES LLC · WATERFORD, MI
EDWARD JONES · WATERFORD, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Waterford, MI
J.P. MORGAN SECURITIES LLC · WATERFORD, MI
ALLSTATE FINANCIAL ADVISORS, LLC · White Lake, MI
LINCOLN INVESTMENT · WATERFORD, MI
LPL FINANCIAL LLC · WATERFORD, MI

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