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Current Employers
Asset Allocation Strategies, Llc

33335 Grand River, Farmington, MI 48336 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-05
MI RA APPROVED 2024-01-02
  • TX RA
    APPROVED_RES
    Since 2024-03-05
  • MI RA
    APPROVED
    Since 2024-01-02

Branch Locations

33335 Grand River, Farmington, MI 48336 • United States

Disclosures

3 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Glp And Associates Inc Farmington Hills MI 06/2006 01/2022
Glp Investment Services Llc Farmington Hills MI 08/2007 02/2022
Unemployed Farmington Hills MI 02/2022 06/2023
Asset Allocation Strategies Farmington Hills MI 03/2015 01/2022
Asset Allocation Strategies, Llc Farmington MI 12/2023 Present
Glp And Associates Inc Farmington MI 07/2023 Present
Glp Investment Services, Llc Farmington MI 10/2025 Present
  • 06/2006 → 01/2022
    Glp And Associates Inc
    Farmington Hills, MI
  • 08/2007 → 02/2022
    Glp Investment Services Llc
    Farmington Hills, MI
  • 02/2022 → 06/2023
    Unemployed
    Farmington Hills, MI
  • 03/2015 → 01/2022
    Asset Allocation Strategies
    Farmington Hills, MI
  • 12/2023 → Present
    Farmington, MI
  • 07/2023 → Present
    Glp And Associates Inc
    Farmington, MI
  • 10/2025 → Present
    Glp Investment Services, Llc
    Farmington, MI
Previous Registrations
Other Businesses

(1) GLP & ASSOCIATES | INVESTMENT RELATED | FARMINGTON, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: 07/2023 | APX 40 HRS/MO., ALL DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) SHO'S CONSULTING, INC.; INVESTMENT RELATED; TROY, MI; DBA PASS-THROUGH FOR FIXED INSURANCE AND ANNUITY SALES; OWNER; START DATE: 2008; APX. 1-5 HRS./MO (DURING TRADING HOURS) (3) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATION: FARMINGTON, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: 12/2023 | APX 120 HRS/MO., 100 HRS DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-09
S63 Uniform Securities Agent State Law Examination 2007-09-24
  • S65 Uniform Investment Adviser Law Examination
    2015-01-09
  • S63 Uniform Securities Agent State Law Examination
    2007-09-24

View on SEC IAPD

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