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Jodi Michele Rosen

Asset Allocation Strategies, LLC

Farmington, MI

Farmington Hills, MI

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Current Employers
Asset Allocation Strategies, Llc

33335 Grand River, Farmington, MI 48336 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

33335 Grand River, Farmington, MI 48336 • United States

Farmington Hills, MI • 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
Glp & Associates Farmington MI 02/2008 Present
Glp Investment Services, Llc Farmington MI 09/2018 Present
Asset Allocation Strategies, Llc Farmington MI 04/2025 Present
  • 02/2008 → Present
    Glp & Associates
    Farmington, MI
  • 09/2018 → Present
    Glp Investment Services, Llc
    Farmington, MI
  • 04/2025 → Present
    Asset Allocation Strategies, Llc
    Farmington, MI
Other Businesses

(1)GLP & ASSOCIATES | INVESTMENT RELATED | FARMINGTON, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: Feb.2008 | APX 80 HRS/MO., 70 HRS DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2)ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATION: FARMINGTON, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: April 2025 | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
S63 Uniform Securities Agent State Law Examination 2019-03-08
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31
  • S63 Uniform Securities Agent State Law Examination
    2019-03-08
Other Names
  • Jodi Michele Levine

View on SEC IAPD

Other Firms

EDWARD JONES
ADVISORY SERVICES NETWORK
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAIDER DENNIS AGENCY
OSAIC ADVISORY SERVICES, LLC
LPL FINANCIAL LLC

Other Investors

DARREN ANDREW WOOLSON
RICHARD JAMES BARDEN
AUSTIN MARSHALL DAHM
KENNY ROLAND GOLDNER
DAVID ALAN BARDEN
Matthew Loren Dennison
KEVIN J ARENDS
DAVID PATRICK SAWINSKI

Other Offices

EDWARD JONES · FARMINGTON, MI
ADVISORY SERVICES NETWORK · Farmington, MI
KESTRA PRIVATE WEALTH SERVICES, LLC · Farmington, MI
J.P. MORGAN SECURITIES LLC · FARMINGTON, MI
ADVISORY SERVICES NETWORK · FARMINGTON, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Farmington, MI
RAIDER DENNIS AGENCY · FARMINGTON, MI
OSAIC ADVISORY SERVICES, LLC · Farmington, MI

More in Farmington, MI

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