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Current Employers
Asset Allocation Strategies, Llc

33335 Grand River, Farmington, MI 48336 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-04
  • MI RA
    APPROVED
    Since 2024-11-04

Branch Locations

3258 Clear Vista Ct., Grand Rapids, MI 49525 • United States

33335 Grand River, Farmington, MI 48336 • 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
South Haven Health System South Haven MI 07/2016 12/2016
Menards South Haven South Haven MI 12/2018 01/2020
Western Michigan University Kalamazoo MI 01/2017 12/2018
Principal Life Insurance Company Kalamazoo MI 01/2022 05/2022
Principal Securities Inc Kalamazoo MI 01/2022 05/2022
It-Il-Do Charters South Haven MI 01/2015 12/2019
Keller Williams Mount Dora MI 03/2020 07/2020
Ace Hardware Leesburg FL 02/2020 04/2020
H&R Block Watervliet MI 12/2020 12/2021
Self- Employed Grandville MI 03/2020 Present
Self-Employed Grandville MI 06/2024 Present
Glp Investment Services Grand Rapids MI 07/2024 Present
Asset Allocation Strategies Grand Rapids MI 11/2024 Present
Alpha Intelligence Inc. Grandville MI 07/2015 Present
Glp & Associates Grand Rapids MI 11/2024 Present
  • 07/2016 → 12/2016
    South Haven Health System
    South Haven, MI
  • 12/2018 → 01/2020
    Menards South Haven
    South Haven, MI
  • 01/2017 → 12/2018
    Western Michigan University
    Kalamazoo, MI
  • 01/2022 → 05/2022
    Principal Life Insurance Company
    Kalamazoo, MI
  • 01/2022 → 05/2022
    Kalamazoo, MI
  • 01/2015 → 12/2019
    It-Il-Do Charters
    South Haven, MI
  • 03/2020 → 07/2020
    Keller Williams
    Mount Dora, MI
  • 02/2020 → 04/2020
    Ace Hardware
    Leesburg, FL
  • 12/2020 → 12/2021
    H&R Block
    Watervliet, MI
  • 03/2020 → Present
    Self- Employed
    Grandville, MI
  • 06/2024 → Present
    Self-Employed
    Grandville, MI
  • 07/2024 → Present
    Glp Investment Services
    Grand Rapids, MI
  • 11/2024 → Present
    Asset Allocation Strategies
    Grand Rapids, MI
  • 07/2015 → Present
    Alpha Intelligence Inc.
    Grandville, MI
  • 11/2024 → Present
    Glp & Associates
    Grand Rapids, MI
Previous Registrations
  • 2022-03-30 → 2022-05-16
    Kalamazoo, MI
  • 2019-05-03 → 2019-09-03
    Alpha Intelligence Asset Management
    South Haven, MI
Other Businesses

(1)ALPHA INTELLIGENCE, INC. | NOT INVESTMENT RELATED | GRANDVILLE, MI | START DATE: 07/2015 | APX. 20 HOURS PER MONTH, 5 DURING TRADING HOURS | DUTIES: ASSIST WITH BUSINESS DEVELOPMENT, RELATIONSHIP BUILDING, MANUFACTURING, AND PRODUCTION OF PRODUCTS. (2)SELF-EMPLOYED DELIVERY DRIVER | NOT INVESTMENT RELATED | GRANDVILLE, MI | START DATE: 03/2020 | APX. 20 HOURS PER MONTH, 5 DURING TRADING HOURS | DUTIES: DELIVER ON-LINE ORDERS TO CONSUMERS (VIA INSTACART, SHIPT, ETC.) (3)eBAY | NOT INVESTMENT RELATED | GRANDVILLE, MI | START DATE: 03/2020 | APX. 5 HOURS PER MONTH, NOT DURING TRADING HOURS | DUTIES: LIST, SHIP, AND RECEIVE ITEMS. (4)SITE CAPTURE SPECIALIST | NOT INVESTMENT RELATED | GRANDVILLE, MI | START DATE: 06/2024 | APX. 4 HOURS PER MONTH, 1 DURING TRADING HOURS | DUTIES: CAPTURE CONSTRUCTION SITES WITH 360 CAMERAS. (5)GLP & ASSOCIATES | INVESTMENT RELATED | FARMINGTON, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: 11/2024 | APX 50 HRS/MO., DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (6)ASSET ALLOCATION STRATEGIES | INVESTMENT RELATED | GRAND RAPIDS, MI (SUPERVISED FROM FARMINGTON, MI) | IAR | START DATE: 11/2024 | APX. 50 HOURS PER MONTH, DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-02
S63 Uniform Securities Agent State Law Examination 2024-09-16
S66 Uniform Combined State Law Examination 2022-03-21
  • S65 Uniform Investment Adviser Law Examination
    2024-11-02
  • S63 Uniform Securities Agent State Law Examination
    2024-09-16
  • S66 Uniform Combined State Law Examination
    2022-03-21

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