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Spc CRD 110692
$6.10B regulatory AUM 4,483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-06 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
2328 Livernois Ste 1050, Troy, MI 48083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 11/2008 | Present |
SELLS VARIOUS LINES OF INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. SELLS FIXED INDEXED ANNUITIES, THROUGH VARIOUS CARRIERS. RECEIVES INCOME FROM PRODUCERS CHOICE; ANNUITIES. DBA - Burek Financial Services, Troy, MI. Name used for financial services practice. Start date: 11/17/2008, approx. 100 hrs/mo., all during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-03 |
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