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2190 Commons Parkway, Okemos, MI 48864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-08 |
| NC | RA | APPROVED | 2021-12-16 |
Branch Locations
2190 Commons Parkway, Okemos, MI 48864 • United States
915 N. Michigan Ave, Howell, MI 48843 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewards Wealth Planning, Llc | Okemos | MI | 12/2015 | Present |
| Lifeplan Financial Design Inc. | Okemos | MI | 06/2015 | Present |
| Mount Hope Church | Williamston | MI | 02/2003 | Present |
LifePlan Financial Design Inc.-insurance agent since 06/2015-sell insurance products-approximately 128/hrs month spent on insurance related activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-10 |
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