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201 S. Main Street Suite 503, South Bend, IN 46601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| IN | RA | APPROVED | 2025-08-19 |
Branch Locations
201 S. Main Street Suite 503, South Bend, IN 46601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Juday Creek Golf Course | Granger | IN | 05/2014 | 11/2021 |
| Brookstone Capital Management | Wheaton | IL | 10/2021 | 09/2022 |
| Grand Wealth Management | Grand Rapids | MI | 09/2022 | 03/2023 |
| Advyzon | Grand Rapids | MI | 05/2023 | 07/2024 |
| Kestrel Wealth Management, Llc | South Bend | IN | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-26 |
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