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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 | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
50 W Big Beaver Rd Suite 600, Troy, MI 48084 • United States
757 S Main Street, Plymouth, MI 48170 • United States
5206 Gateway Centre Suite 200, Flint, MI 48507 • 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 |
|---|---|---|---|---|
| Dinser Financial Group | Troy | MI | 04/2012 | Present |
| Oakland University | Rochester | MI | 05/2013 | 04/2022 |
| Voya Financial Advisors | Troy | MI | 09/2014 | 06/2021 |
| Horizon Advisers | Troy | MI | 04/2016 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY: Dinser Financial Group; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; DBA; Owner; 5/1/2012; 240; 160; sales and service of fixed insurance products| 2) NAME OF ENTITY: HORIZON ADVISERS; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FINANCIAL SERVICES/dba; OWNER/INVESTMENT ADVISER; 4/1/2016; 160; 160; SALE OF FIXED INSURANCE,SECURITIES,INVESTMENT PRODUCTS/GENERAL CPA PRACTICE. Horizon Adviser University (HAU) is part of the Horizon Adviser DBA, and the purpose of HAU is to educate. We keep our approved videos, podcast, blogs, etc. all here in one central place| 3) NAME OF ENTITY: Independent Insurance Agent; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; Fixed Insurance Sales; Independent Insurance Agent; 2/23/2012; 40; 30; Sales of fixed insurance products| 4) NAME OF ENTITY: ST MARY CATHOLIC CHURCH; No; 730 S LAFAYETTE ST; ROYAL OAK; MI; 48067; FINANCE COMMITTEE; FINANCE COUNCIL MEMBER; 2/1/2012; 3; 0; MEET MONTHLY TO DISCUSEE THE WELL BEING OF THE CHURCHES UPKEEP.| 5) NAME OF ENTITY: 757 S Main St LLC; No; 757 S. Main St; Plymouth; MI; 48170; LLC Office; Vice President; 1/11/2021; 3; 3; Paying Rent and maintaining the office.|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-04 |
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