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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-01 |
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
4555 Wilson Ave Sw, Ste 4, Grandville, MI 49418 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Asset Management | Wyoming | MI | 06/1997 | 06/2023 |
| Aam Financial Planning & Investments | Grandville | MI | 03/2023 | 12/2025 |
| Cwm, Llc | Omaha | NE | 03/2023 | Present |
| Aam Financial Planning & Investments | Grandville | MI | 12/2025 | Present |
NAME OF BUSINESS: Grandville Jenison Chamber of Commerce NATURE: Charitable/Civic START: 01/2019 POSITION: President APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 100 DUTIES: President NAME OF BUSINESS: Grandville Walker Foundation NATURE: Charitable START: 01/2022 POSITION: Secretary APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Secretary NAME OF BUSINESS: Kenowa Ambucs NATURE: Charitable START: 06/2018 POSITION: Treasurer APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Treasurer NAME OF BUSINESS: n/a NATURE: Bookkeeping START: 01/2000 POSITION: n/a APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 75 DUTIES: Update checkbook to spending categories, get info to accountant at tax time, plug in payroll NAME OF BUSINESS: n/a NATURE: Office Sub-Lease START: 03/2023 POSITION: n/a APPX. HRS/MONTH: <1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Collect monthly rent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-19 |
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