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Current Employers
Sb Advisory, Llc

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-28
  • MI RA
    APPROVED
    Since 2025-07-28

Branch Locations

12935 S. West Bay Shore Drive, Traverse City, MI 49684-6298 • United States

1 Ionia Ave Sw, Suite 300, Grand Rapids, MI 49503 • United States

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Grand Rapids MI 07/2019 02/2020
Principal Securities Incorporated Grand Rapids MI 07/2019 02/2020
Advantage Benefits Group Grand Rapids IA 03/2011 07/2019
Advantage Benefits Group Grand Rapids MI 03/2011 07/2020
Principal Securities Inc Grand Rapids MI 07/2020 07/2023
Advantage Benefits Group Inc Grand Rapids MI 11/2020 07/2025
Next Financial Group Grand Rapids MI 08/2023 07/2025
San Blas Securities And Sb Advisory Chicago IL 07/2025 Present
  • 07/2019 → 02/2020
    Principal Life Insurance Company
    Grand Rapids, MI
  • 07/2019 → 02/2020
    Principal Securities Incorporated
    Grand Rapids, MI
  • 03/2011 → 07/2019
    Advantage Benefits Group
    Grand Rapids, IA
  • 03/2011 → 07/2020
    Advantage Benefits Group
    Grand Rapids, MI
  • 07/2020 → 07/2023
    Grand Rapids, MI
  • 11/2020 → 07/2025
    Advantage Benefits Group Inc
    Grand Rapids, MI
  • 08/2023 → 07/2025
    Next Financial Group
    Grand Rapids, MI
  • 07/2025 → Present
    San Blas Securities And Sb Advisory
    Chicago, IL
Previous Registrations
  • 2023-08-11 → 2025-07-16
    Next Financial Group, Inc.
    Houston, TX
    Grand Rapids, MI
  • 2020-10-30 → 2023-07-20
    Grand Rapids, MI
Other Businesses

1)***Fixed Insurance; Investment Related; Grand Rapids, MI; Broker; Fixed Annuities, LTC, Life, Group Benefits, Health, DI, Medical; Start Date: 11/01/2020; 160 hrs per month; 160 during trading hours. 2) YOUNG LEADERS SOCIETY- UNITED WAY POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/19/2021 ADDRESS: 118 Commerce Ave SW, rand Rapids MI 49503, United States DESCRIPTION: Board member- help with needs in the community. Volunteering for events such as preparing food for local foodbanks/local races. Raising funds for needed improvement in the community. 3) Advantage Benefits Group, 1 Ionia Ave SW, Grand Rapids, MI, 49503, and 12935 S West Bay Shore Drive, Traverse City, MI, 49684, Employee, Sales & Support in the health benefits & retirement area, since 8/2023, 160 hours per month, 140 during market.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-21
  • S66 Uniform Combined State Law Examination
    2020-10-21
Other Names
  • Chelsey Lynn Strumberger
  • Chelsey Lynn Koster

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