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Current Employers
Lakeshore Financial Planning Inc.

23201 Jefferson Ave, Saint Clair Shores, MI 48080 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-19
  • MI RA
    APPROVED
    Since 2026-08-19

Branch Locations

23201 Jefferson Ave, Saint Clair Shores, MI 48080 • 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
Mercer Global Advisors Northville MI 06/2014 12/2016
Raymond James Financial Services Inc. Fenton MI 03/2017 05/2020
Kaydan Wealth Management, Inc. Fenton MI 10/2017 08/2026
Lakeshore Financial Planning, Inc. St. Clair Shores MI 08/2026 Present
Previous Registrations
Other Businesses

08/2026 Independent Licensed insurance Agent; Investment Related; St. Clair Shores; Term Life and Disability insurance

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-02-17
S66 Uniform Combined State Law Examination 2012-09-06
  • S63 Uniform Securities Agent State Law Examination
    2017-02-17
  • S66 Uniform Combined State Law Examination
    2012-09-06
Designations
Other Names
  • Darren Craig Brennan

View on SEC IAPD

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