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Shelby Township, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-16 |
Branch Locations
Shelby Township, MI • United States
6012 S. Linden Road Suite 10, Swartz Creek, MI 48473 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-06-15 |
Branch Locations
6012 S. Linden Road Suite 10, Swartz Creek, MI 48473 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliable Medical Supply | Novi | MI | 11/2012 | 02/2020 |
| Reliable Planning Llc | Shelby Township | MI | 07/2018 | 05/2024 |
| Q3 Advisors, Llc | Shelby Township | MI | 05/2023 | 01/2024 |
| Creative Financial Designs, Inc. | Kokomo | IN | 01/2024 | 05/2024 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 05/2024 | 06/2025 |
| Thrivent Investment Management Inc. | Appleton | WI | 06/2024 | 06/2025 |
| Igo Capital Management, Inc. | Novi | MI | 06/2012 | 12/2016 |
| Cfd Investments, Inc. | Kokomo | IN | 04/2024 | 05/2024 |
| Security First Financial | Swartz Creek | MI | 06/2025 | Present |
| Reliable Portfolio, Llc | Shelby Township | MI | 06/2025 | Present |
| Reliable Planning Llc | Shelby Township | MI | 06/2025 | Present |
| Valuefirst Planning Llc | Shelby Township | MI | 06/2025 | Present |
| Valuefirst Planning Llc | Shelby Township | MI | 08/2025 | Present |
1.) Security First Financial; Investment Related; Swartz Creek, MI; RIA; IAR; 06/2025; 26 hrs./month; no hrs. during trading; General IAR duties. 2.) Reliable Portfolio, LLC; Investment Related; Shelby Township, MI; Publishing; Owner; 06/2025; 26 hrs./month; no hrs. during trading; editing and publishing. 3.) Reliable Planning LLC; Not Investment Related; Shelby Township, MI; Business Consulting; Owner; 06/2025; 26 hrs./month; no hrs. during trading; Business Consulting. 4.) Licensed Insurance Agent; Not currently offering any insurance services or products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-11 |
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