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Current Employers
Specialized Retirement Consultants Llc

Marquette, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-24
  • MI RA
    APPROVED
    Since 2026-08-24

Branch Locations

Marquette, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Kimberly WI 08/2016 07/2020
Usi Consulting Group, Inc. Glastonbury CT 06/2020 08/2021
Usi Advisors, Inc. Glastonbury CT 08/2020 08/2021
Usi Securities, Inc. Glastonbury CT 01/2021 08/2021
Usi Kimberly WI 09/2020 08/2021
Specialized Retirement Consultants, Llc Marquette MI 08/2021 Present
Specialized Retirement Consultants, Llc Marquette MI 10/2021 Present
  • 08/2016 → 07/2020
    Lpl
    Kimberly, WI
  • 06/2020 → 08/2021
    Usi Consulting Group, Inc.
    Glastonbury, CT
  • 08/2020 → 08/2021
    Usi Advisors, Inc.
    Glastonbury, CT
  • 01/2021 → 08/2021
    Usi Securities, Inc.
    Glastonbury, CT
  • 09/2020 → 08/2021
    Usi
    Kimberly, WI
  • 08/2021 → Present
    Marquette, MI
  • 10/2021 → Present
    Marquette, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-23
  • S66 Uniform Combined State Law Examination
    2016-12-23

View on SEC IAPD

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