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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-02 |
| MI | RA | APPROVED | 2016-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Capital Group | Fenton | MI | 12/2004 | 02/2021 |
| Gina Wells Financial Services | Fenton | MI | 09/1994 | 02/2021 |
| Retirement Wealth Advisors | Fenton | MI | 05/2016 | Present |
| Financial Design Strategies | Fenton | MI | 02/2021 | Present |
FINANCIAL DESIGN STRATEGIES; INVESTMENT RELATED; 2415 OWEN RD, SUITE A, FENTON MI 48430; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 02/2021; 160/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-16 |
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