Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
| MI | RA | APPROVED | 2017-06-27 |
Branch Locations
15855 Farmington Road, Livonia, MI 48154 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Investment Planners, Ltd. | Livonia | MI | 01/1995 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 05/2008 | Present |
| Financial & Portfolio Advisors Ltd. | Livonia | MI | 08/2019 | 10/2022 |
1. F&PA Tax & Business Services, Ltd.: Tax preparation services. Start date: 10/18/16, approx. 40 hrs/mo, mostly during tax season. Approx. 25% of time during trading hours. 2. Clarenceville Athletic Boosters Club, Treasurer and Member of the Board of Directors. Start date: 8/3/16, approx. 30-40 hrs/mo, none during trading hours. 3. Clarenceville Education Foundation, Inc. Treasurer and Member of the Board of Directors. Start date: 8/3/16, approx. 25-30 hrs/mo, none during trading hours. 4. Hold Life, Accident & Health insurance and variable products licenses. Start date: 9/25/17, approx. 2-5 hrs/mo. 5. Steven Ann Realty Company, LLC, Livonia, MI. Member and co-owner of LLC that receives rental income from building that houses my financial practice. Start date: 9/28/20, less than 1 hr/mo. INV REL: N 6. President - Financial & Portfolio Advisors, Ltd. (F&PA). DBA for financial services practice. Start date: 5/16/23, approx. 120 hrs/mo. INV REL: Y 7. Notary Public - Wayne County, MI. Provide notary services on an as-needed basis. Start date: 5/13/2019, commission ends 6/22/2025. Less than 1 hr/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-12 |
Reach out to this advisor