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47702 Van Dyke Ave., Shelby Township, MI 48317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED_RES | 2024-09-19 |
| MI | RA | APPROVED | 2016-12-13 |
Branch Locations
47702 Van Dyke Ave., Shelby Township, MI 48317 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaizen Wealth Management, Llc | Shelby Township | MI | 11/2016 | Present |
| Kaizen Financial Group, Llc | Shelby Township | MI | 05/2012 | 04/2025 |
| Kaizen Financial, Inc. | Shelby Township | MI | 04/2025 | Present |
Kaizen Financial, Inc.; investment related; Shelby Township; Insurance services and product sales; Managing Member/Insurance Agent; started 04/2025; approximately 75% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-08 |
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