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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-04 |
Branch Locations
770 Commerce Dr., Perrysburg, OH 43551 • United States
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizen Advisory Group | Perrysburg | OH | 01/2007 | Present |
| Alphastar Capital Management, Llc | Cornelius | NC | 06/2011 | 02/2018 |
| Planners Alliance | Holland | MI | 02/2018 | 09/2020 |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | Present |
(1) Citizen Advisory Group; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Insurance sales, consulting, education; Vice-President; 01/2007; Approx. 160 hours/month; Approx. 160 hours/month during trading hours; Assists in leading and managing all aspects of the business. (2) Kevin Bucher; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Insurance sales; Licensed insurance agent; 01/2007; Approx. 160 hours/month as Vice-President of Citizen Advisory Group; Approx. 160 hours/month during trading hours; Sell insurance products. (3) Citizen Holdings; Not investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Real estate rental; Partner; 01/2006; Approx. 1 hour/month; Approx. 0 hour/month during trading hours; Bookkeeping for property rental. (4) CAG Tax, LLC; Not investment-related; 770 Commerce Dr. Perrysburg, OH 43551; Tax preparation; Co-Owner; 10/2019; Approx. 10 hours/month; Approx. 10 hours/month during trading hours; Facilitate tax preparation. (5) Foresight Insurance, LLC; Investment Related; 6636 Providence St., Whitehouse, OH 43571; Insurance Agency; General Partner; 10/05/2021; Approx. 5 hours/month as General Partner; Approx. 5 hours/month during trading hours; Strategic business decision making as business needs arise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-03 |
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