Best Investors Account Sign in
Current Employers
Stonebridge Financial Group

3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-02-14
MI RA APPROVED 2013-01-31
TX RA APPROVED 2013-01-01
  • IL RA
    APPROVED
    Since 2013-02-14
  • MI RA
    APPROVED
    Since 2013-01-31
  • TX RA
    APPROVED
    Since 2013-01-01

Branch Locations

3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • 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
Advisory Alpha, Llc Chicago IL 11/2011 Present
Global Financial Group Advisors Llc D/B/A Stonebridge Financial Grand Rapids MI 11/2012 Present
Coordinated Financial Strategies/Global Financial Grand Rapids MI 05/2004 Present
Triad Advisors, Inc. Norcross GA 09/2013 08/2024
Osaic Wealth, Inc. Grand Rapids MI 08/2024 Present
  • 11/2011 → Present
    Chicago, IL
  • 11/2012 → Present
    Global Financial Group Advisors Llc D/B/A Stonebridge Financial
    Grand Rapids, MI
  • 05/2004 → Present
    Coordinated Financial Strategies/Global Financial
    Grand Rapids, MI
  • 09/2013 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Grand Rapids, MI
Previous Registrations
Other Businesses

1) 14 BATAVIA, LLC; NOT INVESTMENT RELATED 30 Mayfair Dr, GRAND RAPIDS, MI 49503; REAL ESTATE HOLDING COMPANY; MANAGING MEMBER;3/1/2013; LESS THAN 2 HRS/MONTH;0 HRS DURING TRADING; PROPERTY MANAGEMENT 2) APPOINTMENT WITH MULTIPLE CARRIERS NOT INVESTMENT RELATED; 3333 Deposit Dr., STE 220, Grand Rapids, MI / 159 N. Sangamon St. STE 200, Chicago, IL 60607; INSURANCE; PRESIDENT;6/4/2013; LESS THAN 5; APPROX 1 HR/WEEK; INSURANCE SERVICES 3) COLEMAN & HUGHES; INVESTMENT RELATED; 5380 CASCADE RD, STE. 300, GRAND RAPIDS, MI 49546; EMPLOYEE BENEFITS (OTHER THAN RETIREMENT PLANS); ALLIANCE/REFERRAL RELATIONSHIP; 2/2014; 5-10 HRS/MONTH;5-10 HRS DURING TRADING; ADVISE CLIENTS IN THE AREA OF RETIREMENT PLANS 4) Stonebridge Financial Group; investment related; 3333 Deposit Dr STE 220 Grand Rapids, MI & 159 N. Sangamon St, STE 200 Chicago, IL; president;5/1/2016;100 hrs/month;5 hrs during trading; consulting related to retirement plans and individual portfolio management.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-06-03
  • S63 Uniform Securities Agent State Law Examination
    2004-06-03
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor