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Current Employers
Asset Allocation Strategies, Llc

33335 Grand River, Farmington, MI 48336 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-05
MI RA APPROVED 2011-01-20
  • TX RA
    APPROVED
    Since 2025-12-05
  • MI RA
    APPROVED
    Since 2011-01-20

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 Grand Rapids MI 07/2005 Present
Glp And Associates Inc Grand Rapids MI 07/2005 Present
Asset Allocation Strategies Grand Rapids MI 01/2011 Present
  • 07/2005 → Present
    Glp Investment Services
    Grand Rapids, MI
  • 07/2005 → Present
    Glp And Associates Inc
    Grand Rapids, MI
  • 01/2011 → Present
    Asset Allocation Strategies
    Grand Rapids, MI
Other Businesses

(1) RINGLER, BYRNE, AND EVANS LLC | INVESTMENT RELATED | GRAND RAPIDS, MI | NATURE: INSURANCE/CONSULTING | APX. 80 HOURS/MO. (70 DURING TRADING HOURS) | POSITION: PARTNER | START DATE: 02/2005 | DUTIES: SELL LIFE INSURANCE. (2) USA FINANCIAL | INVESTMENT RELATED | ADA, MI | NATURE: TERM LIFE, ANNUITY AND LONGTERM CARE INSURANCE | POSITION: INSURANCE BROKER | START DATE: 2005 | APX. 4 HOUR/MO. (1 DURING TRADING HOURS) | DUTIES: SELL LIFE INSURANCE AND LONGTERM CARE INSURANCE. (3) NEISHLOSS AND FLEMING | INVESTMENT RELATED | PITTSBURGH, PA | NATURE: MEDICARE SUPPLEMENT INSURANCE | POSITION: INSURANCE BROKER | START DATE: 2014 | APX. 1 HOURS/MO. (NOT DURING TRADING HOURS) | DUTIES: SELL MEDICARE SUPPLEMENT INSURANCE. (4) VAN DUREN IRVING WEST | INVESTMENT RELATED | CALEDONIA, MI | NATURE: P&C INSURANCE | POSITION: INSURANCE BROKER | START DATE: 2012 | APX. 4 HOURS/MO. (2 DURING TRADING HOURS) | DUTIES: REFER CLIENTS AND PROSPECTS FOR HOME AND AUTO INSURANCE. (5) 3258 CLEAR VISTA LLC | INVESTMENT RELATED | GRAND RAPIDS, MI | NATURE: BUY/RENT PROPERTIES | POSITION: PART OWNER | START DATE: 08/2020 | LESS THAN 1 HOUR/MO. | DUTIES: HELP MANAGE PROPERTY/COLLECT RENT. (6) GLP & ASSOCIATES | INVESTMENT RELATED | LOCATED IN GRAND RAPIDS, MI - SUPERVISED FROM FARMINGTON MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: 07/2005 | APX 60 HRS/MO. (DURING TRADING HOURS) | DUTIES: LIFE INSURANCE, FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (7) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATED IN GRAND RAPIDS, MI - SUPERVISED FROM FARMINGTON MI | INVESTMENT ADVISORY | POSITION: IAR | START DATE: 01/2011 | APX 100 HRS/MO. (90 HRS DURING TRADING HOURS) | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (8) ONE MAN WINDOWS | NOT INVESTMENT RELATED | BELMONT, MI | NATURE: COMMERCIAL AND RESIDENTIAL WINDOW WASHING SERVICE | POSITION: 50% OWNER | START DATE: 01/2026 | APX. 4 HOURS/MO (NOT DURING TRADING HOURS) | DUTIES: ADVISE ON PURCHASES/BUDGET, DISTRIBUTE MARKETING MATERIAL, AND MONTHLY CONSULTING ON BUSINESS STRATEGY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-18
S63 Uniform Securities Agent State Law Examination 2005-08-09
  • S65 Uniform Investment Adviser Law Examination
    2010-02-18
  • S63 Uniform Securities Agent State Law Examination
    2005-08-09

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