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700 Terrace Point Dr. Suite 325, Muskegon, MI 49440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-15 |
Branch Locations
700 Terrace Point Dr. Suite 325, Muskegon, MI 49440 • United States
800 E. Ellis Rd Suite 243, Norton Shores, MI 49441 • United States
56 E. Lakewood Drive Suite 30, Holland, MI 49424 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dale Anderson, Sole Proprietor | Grand Rapids | MI | 11/2015 | 05/2017 |
| Waddell & Reed Inc | Grand Rapids | MI | 11/2015 | 05/2017 |
| Dale Anderson, Sole Proprietor | Grand Rapids | MI | 07/2016 | Present |
| Lfn Advisors, Inc. | Kentwood | MI | 05/2017 | Present |
| Waddell & Reed | Grand Rapids | MI | 12/2015 | 05/2017 |
| Oeconomous | Kentwood | MI | 02/2019 | Present |
| Legacy Financial Network | Kentwood | MI | 05/2017 | Present |
| Small Business Development Corp Of West Michigan | Allendale | MI | 07/2017 | Present |
Name of other business: Legacy Financial Network; Investment related: Title: Insurance Agent Location: Kentwood, MI; Nature of business: Insurance sales and services; Start 05/2017; Number of hours: 20 hours per month. Number of hours you devote to the other business during securities trading hours: 15 Name of the other business: Dale Anderson, Sole Proprietor; Not Investment-related; Title: Marketing Consultant; Location: Kentwood, MI; Nature of the other business: Marketing; Start date: 07/2016 Approximate number of hours/month: 15 Number of hours you devote to the other business during securities trading hours: 10 Name of other business: Oeconomous Investment related: Not Investment related; Title: Minority Partner Location: Kentwood, MI; Nature of business:Transition planning for advisors; Number of hours: 5 hrs per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-20 |
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