Donald Allison

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → 02/2026
  Equity Services
  Montpelier, VT
• 01/2025 → Present
  National Life Group
  Chicago, IL
• 05/2012 → 05/2023
  3Silver
  Ann Arbor, MI
• 05/2023 → 12/2024
  Self
  Ann Arbor, MI
• 03/2026 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 03/2026 → Present
  Sigma Planning Corporation
  Ann Arbor, MI

Previous Registrations

• 2025-01-22 → 2026-02-11
  Equity Services, Inc.
  Ann Arbor, MI
  Chicago, IL
  Ann Arbor, MI

Other Businesses

*LAKESHORE FINANCIAL GROUP, 1299 LAUREL VIEW DR., ANN ARBOR, MI 48105,01/09/2025,INV REL,ONGOING,DURING TRD/HRS,INSURANCE,AGENT,40 HRS/WK*NATIONAL LIFE,1299 LAUREL VIEW DR., ANN ARBOR, MI 48105,INV REL,01/09/2025,DURING TRD/HRS,ONGOING,INSURANCE,AGENT,40 HRS/WK*HAPPY SNAIL,1299 LAUREL VIEW DR, ANN ARBOR, MI, 48105, ONGOING, NOT INV REL, 10/06/2025, FOUNDER/DIRECTOR, MENTAL HEALTH AND COMMUNITY BUILDING, DURING TRD/HRS, 5% OR LESS.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-13

Other Names

• Donald A Allison