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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 | 2023-08-10 |
Branch Locations
20750 Civic Ctr Dr Ste 590, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 05/2016 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 05/2016 | 08/2023 |
| Wealth Strategies Financial Group | Southfield | MI | 01/1990 | Present |
| Cetera Wealth Services, Llc | Southfield | MI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) NATIONAL WRESTING HOF BOARD MEMBER POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: , Brighton MI , United States DESCRIPTION: Advisory Board 2) WOLVERINE 5 PROPERTY MGT POSITION: Partner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2015 ADDRESS: , Brighton MI , United States DESCRIPTION: Partner 3) WSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: , Brighton MI , United States DESCRIPTION: Agent/Broker 4) THE UNIVERSITY OF MICHIGAN CLUB OF GREATER DETROIT POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2019 ADDRESS: PO Box 970684, Ypsilanti MI 48197, United States DESCRIPTION: I will be on the Board to help plan events and expand the alumni association in recruiting new members so we can better help the community with our philanthropic causes and networking. 9) WRESTLERS IN BUSINESS NETWORK POSITION: Officer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 330 Hostetter Rd, Manheim MI 17545, United States DESCRIPTION: Non-profit to wrestling community networking. 6) NAME OF OTHER BUSINESS:WEALTH STRATEGIES FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTEREDLOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2016; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-01 |
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