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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
20750 Civic Ctr Dr Ste 590, Southfield, MI 48076 • United States
Brighton, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 07/2016 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 07/2016 | 08/2023 |
| Wealth Strategies Financial Group | Southfield | MI | 08/2016 | Present |
| Cetera Wealth Services, Llc | Southfield | MI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Wealth Strategies Financial Group | Southfield | MI | 08/2023 | Present |
1.WSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2016 ADDRESS: , Southfield MI , United States DESCRIPTION: Agent/Broker 2.BNI POSITION: Member NATURE: Networking group INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2020 ADDRESS: 2139 Cole St, Birmingham MI 48009, United States DESCRIPTION: Not a business. A networking group to refer business back and forth among members. 3. NAME OF OTHER BUSINESS: RDL FINANCIAL INVESTMENT RELATED: NO ADDRESS: 7434 PINE VISTA DR, BRIGHTON MI 48116 NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 4/15/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LLC CREATED FOR TAX PURPOSES 4. NAME OF OTHER BUSINESS: LAKE VILLAS AT PINE CREEK INVESTMENT RELATED: NO ADDRESS: C/O CUMMINGS PROPERTY MANAGEMENT, PO BOX 33767 DETROIT MI 48232 NATURE OF BUSINESS: BOARD START DATE: 4/15/2026 POSITION/TITLE/RELATIONSHIP: SECRETARY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TAKE NOTES AND POST ON WEBSITE OF BOARD MEETINGS. 5. NAME OF OTHER BUSINESS: WEALTH STRATEGIES FINANCIAL GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/14/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-20 |
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