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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-09-03 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Holland, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management | Cornelius | NC | 01/2013 | 02/2018 |
| Kort Advisor Group | Holland | MI | 07/2001 | Present |
| Planners Alliance Llc | Holland | MI | 02/2018 | 09/2020 |
| Advisory Alpha, Llc | Holland | MI | 09/2020 | Present |
(1) Kort Advisor Group; Investment-related; 14613 Creek Edge Dr., Holland, MI 49424; Insurance sales; Sole Member; 07/2001; Approx. 100 hours/month; Approx. 50 hours/month during trading hours; Meet with new and existing clients to review previously purchased annuity contracts and/or to present solutions using insurance products. (2) Robert Kort; Investment-related; 14613 Creek Edge Dr., Holland, MI 49424; Insurance sales; Licensed insurance agent; 07/2001; Approx. 100 hours/month as Sole Member of Kort Advisor Group; Approx. 50 hours/month during trading hours as Sole Member of Kort Advisor Group; Meet with new and existing clients to review previously purchased annuity contracts and/or to present solutions using insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-05 |
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