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8667 Hall Road, Utica, MI 48317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APP_PEND_IARCE | 2026-01-01 |
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| MO | RA | APPROVED | 2018-02-14 |
| OH | RA | APPROVED | 2017-01-04 |
| IN | RA | APPROVED | 2017-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Advisors Group, Inc. | Utica | MI | 05/2014 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 10/2014 | 12/2016 |
| Strategic Wealth Insurance Group, Inc. | Utica | MI | 08/2016 | Present |
| Strategic Wealth Advisors Group, Inc. | Utica | MI | 01/2017 | Present |
STRATEGIC WEALTH INSURANCE GROUP; INVT REL; 55105 Van Dyke Avenue, UTICA, MI 48316; CEO & FOUNDER; START 08/2016; LIFE INSURANCE, ANNUITY, AND FEDERAL EMPLOYEE BENEFITS SALES-120 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-07 |
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