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1484 Straits Drive Suite 6, Bay City, MI 48706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-08 |
Branch Locations
Bloomington, IN • United States
1484 Straits Drive Suite 6, Bay City, MI 48706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Oak Financial Planning, Llc | Bloomington | IN | 12/2021 | Present |
| Fowler Tree Services | Bloomington | IN | 11/2015 | 12/2017 |
| American United Life | Bloomington | IN | 01/2018 | 05/2020 |
| Oneamerica Securities | Bloomington | IN | 01/2018 | 05/2020 |
| Financial Life Advisors | San Antonio | TX | 07/2021 | 02/2022 |
| Thrivent Advisor Network. Llc | Bloomington | IN | 01/2022 | 03/2024 |
| Self Employed | Bloomington | IN | 06/2020 | 06/2021 |
| Dbs Investment Advisers, Llc | Bay City | MI | 05/2025 | Present |
Doodledog, LLC, non-investment related, Bloomington IN, rental property, managing owner, start date 05/2011, 5 to 7 hours; oversees landscaping and large repairs/maintenance and submits year-end financials for taxes Sycamore Land Trust, non-investment related, 4898 East Heritage Woods Rd, Bloomington IN 47401, nature, advisory board member, start date 2009, no active responsibilities or duties White Oak Financial Planning, LLC, investment-related, Bloomington IN, consulting, sole member, start date 12/2021, 20-30 hours, consulting work for registered investment advisers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-23 |
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