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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-05-03 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
108 S Rath Suite 202, Ludington, MI 49431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp Investment Services | Ludington | MI | 08/2010 | Present |
| Glp & Associates | Ludington | MI | 08/2009 | Present |
| Asset Allocation Strategies, Llc | Ludington | MI | 04/2016 | Present |
1) FIVE LAKES PROPERTY SERVICES, INVESTMENT RELATED, 4609 W CONRAD RD LUDINGTON MI, SHORT TERM RENTAL, POSITION: MEMBER, START DATE: 01/2020, APX. HRS. PER MONTH: 5 (NOT DURING TRADING HOURS), DUTIES INCLUDE PROVIDING INFORMATION TO RENTERS REGARDING APARTMENT 2) MiWEST FINANCIAL, LLC. INVESTMENT RELATED, 108 S RATH AVE, LUDINGTON MI 49431, PASS-THROUGH FOR INCOME FROM INSURANCE AND FINANCIAL SERVICES SALES AND ADVISORY FEES FROM GLP, OWNER, START DATE: 03/03/2022, APX. HRS PER MONTH: 10-15 (NOT DURING TRADING HOURS), DUTIES: BOOKKEEPING/RECORDKEEPING 3) GLP & ASSOCIATES, INVESTMENT RELATED, HQ IN FARMINGTON MI, BRANCH IN LUDINGTON, MI. NATURE: LIFE INSURANCE/ANNUITY SALES. POSITION: INSURANCE AGENT, START DATE: 08/2009, APX 40 HRS/MO., 30 HRS DURING TRADING HOURS, DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. 4) ASSET ALLOCATION STRATEGIES, LLC. INVESTMENT RELATED. HQ IN FARMINGTON, MI, BRANCH IN LUDINGTON, MI. NATURE: INVESTMENT ADVISOR. POSITION: IAR. START DATE: 04/2016. APX 80 HRS/MO., 70 HRS DURING TRADING HOURS. DUTIES: SOLICIT, SERVICE, ACTIVELLY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-10 |
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