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Current Employers
Asset Allocation Strategies, Llc

33335 Grand River, Farmington, MI 48336 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-01-14
  • MI RA
    APPROVED
    Since 2016-01-14

Branch Locations

33335 Grand River, Farmington, MI 48336 • United States

3258 Clear Vista Ct., Grand Rapids, MI 49525 • 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
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
  • 06/2002 → Present
    Glp Investment Services, Llc
    Grand Rapids, MI
  • 06/2002 → Present
    Glp & Associates, Inc.
    Grand Rapids, MI
  • 01/2016 → Present
    Grand Rapids, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-30
S63 Uniform Securities Agent State Law Examination 2001-08-16
  • S65 Uniform Investment Adviser Law Examination
    2014-07-30
  • S63 Uniform Securities Agent State Law Examination
    2001-08-16

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