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Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-04-14
  • MI RA
    APPROVED
    Since 2016-04-14

Branch Locations

28411 Northwestern Hwy. Suite 950, Southfield, MI 48034 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-03-15
  • MI RA
    APPROVED
    Since 2016-03-15

Branch Locations

29905 Middlebelt Rd, Farmington Hills, MI 48334 • 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
Lincoln Investment Wyncote PA 01/2016 Present
Consolidated Financial Southfield MI 01/2016 Present
Cowboys & Casinos Llc Navarre OH 05/2015 Present
  • 01/2016 → Present
    Wyncote, PA
  • 01/2016 → Present
    Consolidated Financial
    Southfield, MI
  • 05/2015 → Present
    Cowboys & Casinos Llc
    Navarre, OH
Other Businesses

INVESTMENT REAL ESTATE (RENTAL PROPERTIES - PASSIVE) POSITION: Co-Owner NATURE: Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 24975 Lakeland St, Farmington Hills MI 48336, United States DESCRIPTION: I have no duties regarding the properties, however our household will be generating passive income. My name is listed on some of the mortgages to secure financing. CONSOLIDATED FINANCIAL CORPORATION POSITION: Partner, agent NATURE: Financial Services, Insurance/Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/17/2019 ADDRESS: 29905 Middlebelt Road, Farmington Hills MI 48334, United States DESCRIPTION: Partner in the business, Insurance/fixed annuity sales and service PORTFOLIO PROJECTOR LLC POSITION: Owner, Managing Member, Real Estate Referrer NATURE: Real Estate Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 3/17/2025 ADDRESS: 24975 Lakeland St Farmington Hills, MI 48336 DESCRIPTION: I would like to create a process to evaluate real estate portfolios

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-10
  • S66 Uniform Combined State Law Examination
    2016-03-10
Other Names
  • Madison Renee Weber
  • Madison R Weber

View on SEC IAPD

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