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Spc CRD 110692
$6.10B regulatory AUM 4,483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-03 |
| MI | RA | APPROVED | 2010-01-27 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
3310 W. Big Beaver Rd Suite 137, Troy, MI 48084 • United States
117 S. Arcade Street, Gladwin, MI 48624 • United States
5334 Dixie Hwy., Waterford, MI 48329 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
1. SELLS VARIOUS TRADITIONAL CONTRACTS WITH VARIOUS TRADITIONAL INSURANCE COMPANIES. 2. STRATEGIC PLANNING CONCEPTS LLC; FINANCIAL SERVICES/CONSULTING. 3. REPRESENTS MUTUAL OF OMAHA PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-28 |
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