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Current Employers
Asset Allocation Strategies, Llc

33335 Grand River, Farmington, MI 48336 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-02-03
  • MI RA
    APPROVED
    Since 2017-02-03

Branch Locations

Jerome, MI • United States

33335 Grand River, Farmington, MI 48336 • United States

Jerome, MI • 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
Glp And Associates Jerome MI 04/2004 Present
J And E Development, Llc Adrian MI 04/2007 Present
North Lakeside Partners, Llc Jerome MI 01/2021 Present
Asset Allocation Strategies, Llc Jerome MI 02/2017 Present
Glp Investment Services, Llc Jerome MI 04/2004 Present
  • 04/2004 → Present
    Glp And Associates
    Jerome, MI
  • 04/2007 → Present
    J And E Development, Llc
    Adrian, MI
  • 01/2021 → Present
    North Lakeside Partners, Llc
    Jerome, MI
  • 02/2017 → Present
    Jerome, MI
  • 04/2004 → Present
    Glp Investment Services, Llc
    Jerome, MI
Other Businesses

(1) J AND E DEVELOPMENT, LLC | ESTABLISHED 4/2007 | INVESTMENT RELATED | 2671 BENT OAK AVE, ADRIAN MI | MEMBER 50% | PURCHASE, REHAB AND RENT RESIDENTIAL PROPERTIES | LESS THAN 5 HOURS PER MONTH | NOT DURING MARKET HOURS. (2) NORTH LAKESIDE PARTNERS, LLC | ESTABLISHED 01/2021 | NOT INVESTMENT RELATED | 11690 N LAKESIDE DR, JEROME MI | NATURE: FORMED TO HELP WITH TAXES AND HAVE ABILITY TO HIRE ASSISTANT | OWNER / MANAGE AND RUN PAYROLL FOR ASSISTANT | APX. 2 HRS PER MONTH | NOT DURING MARKET HOURS. (3) GLP & ASSOCIATES | INVESTMENT RELATED | JEROME MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: APRIL 2004 | APX 50 HRS/MO. | 45 HRS DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (4) LAKE LEANN PROPERTY - OWNERS ASSOCIATION | NOT INVESTMENT RELATED | 11701 E. CHICAGO, JEROME MI | COMMITTEE MEMBER ON LAKE CONTROL TO IMPROVE QUALITY | MEMBER START DATE: 2004 | 1to2 HOURS PER MONTH | NOT DURING TRADING HOURS | ATTEND MONTHLY MEETINGS AND VOLUNTEER WHEN NEEDED. (5) ASSET ALLOCATION STRATEGIES | LLC | INVESTMENT RELATED | LOCATED IN JEROME MI - SUPERVISED FROM FARMINGTON MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: 02/2017 | APX 50 HRS/MO. | 45HRS DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (6) NORTH LAKESIDE PROPERTIES, LLC | INVESTMENT RELATED | ADDRESS: JEROME, MI | NATURE: RENTAL PROPERTY/VRBO | POSITION: OWNER | START DATE: 09/2025 | APX. 5-10 HOURS/MO | DUTIES: OVERSEE BUILDING OF RENTAL PROPERTY AND MANAGE FUTURE RENTALS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-18
S63 Uniform Securities Agent State Law Examination 2005-08-29
  • S65 Uniform Investment Adviser Law Examination
    2017-01-18
  • S63 Uniform Securities Agent State Law Examination
    2005-08-29

View on SEC IAPD

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