Best Investors
Account
Sign in
Best Investors
Account
Sign in
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED_RES | 2023-01-12 |
Branch Locations
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Planning Advisors, Inc. | Livonia | MI | 03/2005 | Present |
| Strategic Investment Advisors, Inc. | Livonia | MI | 03/2007 | Present |
| Senior Planning Advisors - Ann Arbor, Inc. | Livonia | MI | 11/2012 | Present |
| Brc Holdings, Llc | Novi | MI | 02/2013 | Present |
| Bntc Investments, Llc | Novi | MI | 03/2003 | Present |
| Senior Planning Advisors-California, Inc. | Novi | MI | 03/2007 | 02/2019 |
| Retirement Education Foundation | Livonia | MI | 07/2015 | Present |
| Ts Limited | Livonia | MI | 12/2015 | Present |
| Yaske & Associates, Pllc | Union Lake | MI | 12/2023 | Present |
| Cassidy And Associates Inc. | Ann Arbor | MI | 11/2021 | Present |
SENIOR PLANNING ADVISORS; INVESTMENT-RELATED; LIVONIA, MI; INSURANCE SERVICES; OWNER/INSURANCE AGENT; INVESTMENT RELATED; 03/2005; APPROXIMATELY 25% OF TIME SPENT IN THIS BUSINESS TS LIMITED; NON-INVESTMENT RELATED; LIVONIA, MI; MARKETING; 2% OF TIME. YASKE & ASSOCIATES, PLLC; NON-INVESTMENT RELATED; UNION LAKE, MI; CPA FIRM; 10% OF TIME. Cassidy and Associates Inc.; Non-investment related; Ann Arbor, MI; President; Holding company for Strategic Investment Advisors, LLC.; 0 hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-03 |
Reach out to this advisor