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Van Buren Twp, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oliver Financial Planning, Llc | Ann Arbor | MI | 07/2016 | Present |
| Bespoke Financial Planning, Llc | Wayne | MI | 01/2017 | Present |
John Losen is currently employed as a Para-planner and registered as an Investment Adviser Representative with Oliver Financial Planning, LLC. This activity accounts for up to 20% of their time. There are no conflicts of interest in this role, however, should that situation change, any conflicts of interest will be properly disclosed here.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-27 |
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