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C2 Private Wealth CRD 151501
$1.82B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-17 |
| MO | RA | APPROVED | 2023-01-11 |
Branch Locations
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
3622 Endeavor Ave Suite 113, Columbia, MO 65201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Excel | Topeka | KS | 01/2011 | 05/2017 |
| Strategic Investment Advisors, Inc. | Livonia | MI | 03/2017 | Present |
| Senior Planning Advisors, Inc. | Livonia | MI | 05/2017 | Present |
Senior Planning Advisors, Inc.; investment related; Livonia, MI; Insurance Services and product sale; insurance agent; started 05/2017; more than 50% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-02 |
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