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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-10 |
Branch Locations
20750 Civic Ctr Dr Ste 590, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Southfield | MI | 01/2015 | 10/2018 |
| Securian Financial Services Inc | St Paul | MN | 10/2018 | 08/2023 |
| Wealth Strategies Financial Group | Southfield | MI | 10/2018 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 10/2018 | 08/2023 |
| Cetera Wealth Services, Llc | Southfield | MI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. WSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2004 ADDRESS: , Southfield MI , United States DESCRIPTION: Agent/Broker 2. NAME OF OTHER BUSINESS: WEALTH STRATEGIES FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/14/23; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HRS PER WEEK: 40; APX NUMBER OF HRS DURING TRADING HOURS:40; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-27 |
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