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John Paul Atkinson

Sgh Wealth Management

Lathrup Village, MI

CRD 8052381

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Employer firm

Sgh Wealth Management CRD 284067

$562M regulatory AUM 427 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Sgh Wealth Management

17550 W Eleven Mile Rd, Lathrup Village, MI 48076 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-12
TX RA APPROVED 2025-03-12
  • MI RA
    APPROVED
    Since 2025-03-12
  • TX RA
    APPROVED
    Since 2025-03-12

Branch Locations

17550 W Eleven Mile Rd, Lathrup Village, MI 48076 • 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
Panera Bread Rochester Hills MI 05/2019 08/2020
Meritor Troy MI 01/2020 03/2020
Faurecia Auburn Hills MI 08/2020 10/2021
Sgh Wealth Management Lathrup Village MI 05/2022 09/2022
Sgh Wealth Management Lathrup Village MI 09/2022 12/2023
Sgh Wealth Management Lathrup Village MI 12/2023 08/2024
Sgh Wealth Management Lathrup Village MI 08/2024 Present
St John Fisher Catholic Church Auburn Hills MI 01/2022 05/2022
Oakland University Auburn Hills MI 09/2019 12/2022
Unemployed (Secondary Education) Rochester Hills MI 03/2015 05/2019
  • 05/2019 → 08/2020
    Panera Bread
    Rochester Hills, MI
  • 01/2020 → 03/2020
    Meritor
    Troy, MI
  • 08/2020 → 10/2021
    Faurecia
    Auburn Hills, MI
  • 05/2022 → 09/2022
    Sgh Wealth Management
    Lathrup Village, MI
  • 09/2022 → 12/2023
    Sgh Wealth Management
    Lathrup Village, MI
  • 12/2023 → 08/2024
    Sgh Wealth Management
    Lathrup Village, MI
  • 08/2024 → Present
    Sgh Wealth Management
    Lathrup Village, MI
  • 01/2022 → 05/2022
    St John Fisher Catholic Church
    Auburn Hills, MI
  • 09/2019 → 12/2022
    Oakland University
    Auburn Hills, MI
  • 03/2015 → 05/2019
    Unemployed (Secondary Education)
    Rochester Hills, MI
Designations
  • Certified Financial Planner
Other Names
  • John Atkinson

View on SEC IAPD

Nearby Firms

SPC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.

Nearby Investors

JOSEPH ZELICK KOWALSKY
RICHARD PAUL SRNEC
SAM GREGORY HUSZCZO

Nearby Offices

SPC · LATHRUP VILLAGE, MI
J.P. MORGAN SECURITIES LLC · LATHRUP VILLAGE, MI
OSAIC WEALTH, INC. · SOUTHFIELD, MI

More in Lathrup Village, MI

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