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6515 Highland Rd Suite 240, Waterford, MI 48327-1668 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-01 |
Branch Locations
6515 Highland Rd Suite 240, Waterford, MI 48327-1668 • 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 |
|---|---|---|---|---|
| 4U, Llc | Clarkston | MI | 02/2015 | Present |
| Cygnet Financial Planning, Inc. (Dba Financial Freedom House) | Waterford | MI | 03/2016 | 02/2018 |
| Cygnet Financial Planning, Inc. (Dba Financial Freedom House) | Waterford | MI | 02/2018 | Present |
1 - INSURANCE AGENT, CYGNET FINANCIAL PLANNING, INC. | 4139 W. Walton Blvd, Ste D, Waterford, MI 48329 | Not investment related | Start 2012 | <10 hours per month, all during trading hours | Appointment with multiple carriers to solicit life, disability, and fixed annuity business. \\\\\\\\\\ 2 - OWNER & OPERATOR, 4U, LLC | 9165 Evee, Clarkston, MI 48348 | Start 2015 | Not investment Related | <10 hours per month | Transportation services (freight) and handyman services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-18 |
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