Best Investors
Account
Sign in
6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-04 |
| TX | RA | APPROVED | 2023-08-04 |
Branch Locations
6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 05/2008 | 07/2023 |
| Spc | Ann Arbor | MI | 05/2008 | 07/2023 |
| Financial Planning Services | Fort Wayne | IN | 08/2023 | Present |
| Osaic Wealth, Inc. | Fort Wayne | IN | 08/2023 | Present |
1. MACKE FINANCIAL GROUP, INC.: SALE OF VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES. 2. ROBERT R. MACKE POSITION: insurance agent NATURE: Sale of insurance products as an independent insurance agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 08/01/2023 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: Sales and service of insurance contracts. 3. FINANCIAL PLANNING SERVICES POSITION: investment advisor representative NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2023 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: Help clients with their financial advisory needs, recommend accounts and investments, place trades, monitor accounts and provide customer service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-03 |
Reach out to this advisor