Best Investors
Account
Sign in
33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-01-14 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
3258 Clear Vista Ct., Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp Investment Services, Llc | Grand Rapids | MI | 06/2002 | Present |
| Glp & Associates, Inc. | Grand Rapids | MI | 06/2002 | Present |
| Asset Allocation Strategies, Llc | Grand Rapids | MI | 01/2016 | Present |
1) 3258 CLEAR VISTA LLC. INVESTMENT-RELATED. ADDRESS: 3258 CLEAR VISTA CT, GRAND RAPIDS, MI 49525. NATURE: BUY/RENT PROPERTY. POSITION: PART OWNER. START DATE: 08/2020. HOURS DEVOTED PER MONTH: 2-5. DUTIES: HELP MANAGE PROPERTY, COLLECT RENT. 2) GLP & ASSOCIATES, INVESTMENT RELATED, LOCATED IN GRAND RAPIDS, SUPERVISED FROM FARMINGTON MI, NATURE: LIFE INSURANCE/ANNUITY SALES, POSITION: INSURANCE AGENT, START DATE: JUNE 2002, APX 20 HRS/MO., 15 HRS DURING TRADING HOURS, DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (3) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATED IN GRAND RAPIDS, MI, SUPERVISED FROM FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 01/2016; APX 128 HRS/MO., 85 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (4) WynLund Farms LLC; INVESTMENT RELATED; GRAND RAPIDS, MI - PROPERTY IN ADA, MI; NATURE: HUNTING PROPERTY AND FARMING; POSITION: PARTNER/OWNER; START DATE: 06/2023; 1 HOUR PER MONTH, NOT DURING TRADING HOURS; DUTIES: LLC LEASES FIELD TO FARMER FOR PLANTING / HUNTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-16 |
Reach out to this advisor