Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-15 |
| MI | RA | APPROVED | 2011-02-16 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
37229 Huron River Drive, New Boston, MI 48164 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. INDEPENDENTLY LICENSED INSURANCE AGENT APPOINTED WITH VARIOUS INSURANCE COMPANIES. 2. dba - Individual Financial Planning, LLC, New Boston, MI. Start date: 5/10/19. 3. Owner/Sole Member - SMG Financial Planning, LLC, New Boston, MI. Pass through entity for income received. Start date: 5/15/19, less than 5 hrs/mo. 4. Trustee - St. Stephen Endowment Fund, St. Stephen Catholic Church, New Boston, MI. Trustees vote on projects for school/church. Start date: 9/24/25, approx. 3 hrs/yr. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-08 |
Reach out to this advisor