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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-25 |
Branch Locations
2140 University Park Dr. Suite 250, Okemos, MI 48864 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
5405 Gateway Centre Suite A, Flint, MI 48507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lutheran Financial Services | Grand Ledge | MI | 04/2011 | 09/2019 |
| Regulus Advisors, Llc | Kentwood | MI | 12/2014 | 09/2019 |
| Gleaner Financial | Adrian | MI | 09/2019 | 09/2020 |
| Creative Financial Designs | Kokomo | IN | 09/2024 | Present |
| Gleaner Life | Adrian | MI | 10/2020 | 08/2024 |
| Cfd Investments | Kokomo | IN | 10/2024 | Present |
1.Independent Insurance sales; Investment related; East Lansing, MI; 9/2024; 20 hrs/mo; 20 hrs/mo during securities trading hours 2. LW River Partners, LLC; Non investment related; East Lansing, MI; woodworking; partner; 4hr/mo; 0 hours during securities trading hours 3. MAC Advisors; investment-related; 5405 Gateway Centre Dr. Ste A, Flint, MI 48507; Financial planning and investment management; Financial Adviser; 10/29/2024; 20 hours per month, 20 hours during securities hours 4. Bridge Wealth Management; investment-related; 2140 University Dr. Ste 250, Okemos, MI 48864; Holistic financial planning and investment management; Financial Adviser; 10/29/2024; 20 hours per month, 20 hours during securities trading hours 5. Odyssey Wealth Legacy Group, LLC; investment related; 5723 Westminster Way, East Lansing, MI 48823; Financial planning; 11/24/2025; 40 hrs/month; 40 hrs/month; financial planning and investment management 6. Creative Financial Designs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
| S66 | Uniform Combined State Law Examination | 2004-09-01 |
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