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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-07-27
  • MI RA
    APPROVED
    Since 2026-07-27

Branch Locations

2552 Us Hwy 41 W Ste. 400, Marquette, MI 49855 • United States

Crystal Lake, IL • 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
River Valley Bank & Investments Marquette MI 09/2011 07/2026
Valic Financial Advisors, Inc. Auburn Hills MI 11/2011 07/2026
Agia Houston TX 12/2022 07/2026
Lincoln Investment Fort Washington PA 07/2026 Present
Previous Registrations
Other Businesses

Storm Property Management LLC Position: Managing Member, Partner, Member, Owner Nature: Rental Property Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 4/1/2026 Address: 2572 US Hwy 41 W Suite C Marquette, MI 49855 Description: Monitor rent and monthly expenses SDK Properties LLC Position: Managing Member, Partner, Member, Owner Nature: Residential Real Estate Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 5/1/2016 Address: 340 N Brown Ave Negaunee, MI 49866 Description: Monitor rent and expenses. Dissolving this entity in 3 months Name: Storm Wealth Strategies, LLC; Investment Related: Yes; Address: 2552 US Hwy. 41 W. Suite 400, Marquette, MI 49855; Nature: Tax and Accounting Purposes; Title: Member, Managing Member, Co-Owner; Start: 07/24/2026; 160; 160; Duties: DBA for Lincoln Business. Journaling Lincoln Commissions for tax/accounting purposes.; First Apostolic Lutheran Church Position: Board Member Nature: Religious/Non-Profit/Church Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 2/1/2018 Address: 1700 US Hwy 41 Ishpeming, MI 49849 Description: 1 of 9 chairmen for the church board (not involved in finances)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-14
  • S66 Uniform Combined State Law Examination
    2011-12-14
Designations

View on SEC IAPD

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