Kenneth Micheal Bieri

Current Employers

Employment History

• 04/2016 → 07/2020
  Founders Financial Securities Llc
  Towson, MD
• 04/2016 → 07/2020
  Great Lakes Financial
  Brighton, MI
• 08/2020 → 02/2022
  Wealth Strategies Financial Group
  Southfield, MI
• 08/2020 → 02/2022
  Minnesota Life Insurance Company
  St Paul, MN
• 08/2020 → 02/2022
  Securian Financial Services Inc
  St Paul, MN
• 05/2016 → Present
  Bieri Agency, Inc
  Brighton, MI
• 02/2022 → 01/2024
  Woodbury Financial Services Inc
  Brighton, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Birghton, MI

Previous Registrations

• 2022-02-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Brighton, MI
  Warrenville, IL
  Birghton, MI
• 2020-08-05 → 2022-02-04
  Securian Financial Services, Inc.
  Southfield, MI
  Brighton, MI
  Southfield, MI
• 2016-05-03 → 2020-07-31
  Founders Financial Securities Llc
  Brighton, MI
• 2012-07-16 → 2016-05-02
  Oppenheimer & Co. Inc.
  Wyandotte, MI
• 2011-05-06 → 2012-07-12
  Hantz Financial Services, Inc.
  Ann Arbor, MI

Other Businesses

1) BIERI AGENCY, INC POSITION: President NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2016 ADDRESS: 10484 Citation Dr, Suite 300, Brighton MI 48116, United States DESCRIPTION: I have been splitting my time between this business and investment advisory business 2) BIERI AGENCY, INC. POSITION: President NATURE: S Corp, Life and Health Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2016 ADDRESS: 8163 Grand River, STE 300, Brighton MI 48114, United States DESCRIPTION: Renewing Groups and help with Open enrollment. Sell Group and Individual Health, Life, Accident, STD, LTD, Life and Individual Fixed Health, Life, and Medicare

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-29
• S63 Uniform Securities Agent State Law Examination
  2006-06-17

Designations

Other Names

• Kenneth Bieri