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47702 Van Dyke Ave., Shelby Township, MI 48317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-18 |
Branch Locations
47702 Van Dyke Ave., Shelby Township, MI 48317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaizen Wealth Management, Llc | Shelby Township | MI | 06/2025 | Present |
| Kaizen Financial, Inc. | Shelby Township | MI | 05/2024 | Present |
| Katie Kreucher, Sole Proprietor | Shelby Township | MI | 09/2024 | Present |
| American Health Plans | Le Roy | MI | 05/2021 | 08/2024 |
| Meridian Health Plans | Detroit | MI | 08/2019 | 04/2021 |
| Prism Medical Group | Rochester Hills | MI | 03/2018 | 07/2019 |
| Wellbridge Of Romeo | Romeo | MI | 08/2015 | 03/2018 |
| Full Time Student | Macomb | MI | 05/2015 | 05/2019 |
(1) Kaizen Financial, Inc.; Yes; Shelby Township, MI; Insurance Services; Insurance Agent; 05/2024; 30/ HRS MO; 30/ HRS MO (2) Katie Kreucher, Sole Proprietor; Yes; Shelby Township, MI; Insurance Services; Insurance Agent; 09/2024; 20/ HRS MO; 20/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-29 |
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