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Key Concerns Inc CRD 124598
$21.9M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
440 Eureka Suite B, Wyandotte, MI 48192 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Concerns Inc | Trenton | MI | 11/2008 | Present |
ASSORTED LIFE INSURANCE COMPANIES FOR LIFE INSURANCE, LONG TERM CARE INSURANCE,AND ANNUITIES. RARE COINS THROUGH FARMINGTON VALLEY RARE COINS. FACILITATOR FOR DOYLE LAW PC AS A DATA GATHERER FOR ESTATE PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-12 |
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