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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-08-14 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
326 E. 8Th St. Suite 101, Sioux Falls, SD 57103 • 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascend Financial, Inc. | Sioux Falls | SD | 04/2015 | Present |
| Variable Investment Associates, Inc. | Sioux Falls | SD | 02/2016 | 08/2025 |
| My Finance Trainer, Llc | Sioux Falls | SD | 04/2021 | 12/2024 |
| Just Wealth Management, Llc | Sioux Falls | SD | 04/2025 | 08/2025 |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2025 | Present |
| Sigma Planning Corp | Ann Arbor | MI | 08/2025 | Present |
1. Ascend Financial, Inc.; Sioux Falls, SD; Owner/Insurance Agent since 04/2015; selling fixed insurance products; 80 hrs/mo. Use Ascend Financial when marketing services for brokerage services through Parkland Securities LLC and advisory services conducted through Sigma Planning Corp. INV REL: Y 2. In Jesus Name Inc. - Founder and Executive Director of non-profit that promotes Christian children's book. Proceeds from book support non-profit and other activities serving others. Start date: 7/29/16, approx. 2 hrs/mo. INV REL: N 3. Serve on Elder Team for the Ransom Church of Sioux Falls, SD. Serve in an advisory function to the church and on various sub-committees. Do not have access or control of assets of church. Start date: 4/1/25, approx. 4 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-31 |
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