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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-08-01 |
Branch Locations
39500 High Pointe Blvd Suite 300, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old National Wealth Management | Ann Arbor | MI | 04/2015 | 12/2017 |
| Unemployed | Southgate | MI | 12/2017 | 10/2018 |
| Revalue Llc | Ypsilanti | MI | 10/2018 | 05/2019 |
| Alan B. Lancz & Associates | Toledo | OH | 06/2020 | 10/2021 |
| Heber Fuger Wendin | Bloomfield Hills | MI | 10/2021 | 07/2022 |
| Various | Southgate | MI | 06/2019 | 06/2020 |
| Mariner Wealth Advisors | Bloomfield Hills | MI | 08/2022 | Present |
Banker's Retirement Service; Investment related, Bloomfield Hills, MI, Board of Directors, 401k Plan for Community Bankers of Michigan, Start date: 11/16/2020, 2 hours per month, 2 hours during trading hours, Review investments offered in the 401k plan, as well as legal and business issues surrounding the plan and the 401k market in general. I am not involved in sales or providing individual investment advice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
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