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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-08-29
  • MI RA
    APPROVED
    Since 2018-08-29

Branch Locations

155 E Commerce #103, Milford, MI 48381 • 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
Nichols Financial Inc/Payroll Only Milford MI 11/2014 Present
Michael Zurek Milford MI 09/2014 Present
Sweet Tees Print On Demand Highland MI 10/2022 09/2023
  • 11/2014 → Present
    Nichols Financial Inc/Payroll Only
    Milford, MI
  • 09/2014 → Present
    Michael Zurek
    Milford, MI
  • 10/2022 → 09/2023
    Sweet Tees Print On Demand
    Highland, MI
Other Businesses

1.) MICHAEL ZUREK - INSURANCE AGENT - NON-VARIABLE INSURANCE - MILFORD, MI - SINCE 09/2014 - INVESTMENT RELATED 2.) FINANCIAL PEACE UNIVERSITY - COORDINATOR - TEACHING/COACHING - BRIGHTON, MI - SINCE 09/2009 - NOT INVESTMENT RELATED 3.) NICHOLS FINANCIAL INC/PAYROLL ONLY - DIRECTOR OF CLIENT RELATIONS - ENTITY FOR PAYROLL PURPOSES - MILFORD, MI - SINCE 11/2014 - NOT INVESTMENT RELATED 4.) GENERATIONAL WEALTH GROUP - DIRECTOR OF CLIENT RELATIONS - DBA NAME FOR MARKETING PURPOSES ONLY - MILFORD, MI - SINCE 11/2014 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-27
  • S66 Uniform Combined State Law Examination
    2018-08-27

View on SEC IAPD

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