Brian Stephen Lakkides

Current Employers

Employment History

• 12/2005 → 12/2016
  Triad Advisors, Inc.
  Norcross, GA
• 10/2018 → Present
  Cygnet Financial Planning, Inc. (Dba Financial Freedom House)
  Waterford, MI
• 03/2010 → 10/2018
  Cygnet Financial Planning, Inc. (Dba Financial Freedom House)
  Waterford, MI

Other Businesses

1 - PRESIDENT and 100% SHAREHOLDER, FIDUCIARY FIREWALL CONSULTING, INC. |6515 Highland Rd, Suite 240, Waterford, MI 48327 | Investment related | Start 2012 | ~50 hours per month, all during trading hours | Provide ERISA compliance and consulting services to qualified retirement plan sponsors, Serve as a speaker at continuing professional education events \\\\\\\\\\ 2 - PRESIDENT and 50% SHAREHOLDER, CORPORATE PLAN ADMINISTRATORS, INC. |6515 Highland Rd, Suite 240, Waterford, MI 48327 | Investment related | Start 1996 | ~50 hours per month, all during trading hours | Provide Third Party Administration to supplemental insurance programs and ERISA 3(16) administrative fiduciary services to qualified retirement plans \\\\\\\\\\ 3 - BOARD MEMBER & INSTRUCTOR, CYGNET INSTITUTE OF PERSONAL FINANCIAL LITERACY | 6515 Highland Rd, Suite 240, Waterford, MI 48327 | Investment Related | Start 1992, Board member since 2015 | <5 hours per month, all instruction after hours, board meetings are held during hours | Provide financial literacy training and education workshops/seminars. Cygnet Institute is a 501(c)(3) tax-exempt organization. \\\\\\\\\\ 4 - INSURANCE AGENT, CYGNET FINANCIAL PLANNING, INC. | 6515 Highland Rd, Suite 240, Waterford, MI 48327 | Not investment related | Start 2012 | <10 hours per month, all during trading hours | Appointment with multiple carriers to solicit life, disability, and fixed annuity business. \\\\\\\\\\ 5 - USSF GRADE 7 SOCCER REFEREE | Not investment related | Start 2016 | ~200 HRS/YEAR | Officiate USSF sanctioned competitive youth and adult soccer matches

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-26
• S63 Uniform Securities Agent State Law Examination
  1997-07-11