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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-04 |
| TX | RA | APPROVED_RES | 2023-03-13 |
Branch Locations
2711 Orchard Lake Road, Keego Harbor, MI 48320-1446 • United States
Waterford, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc | Wyncote | PA | 03/2014 | 03/2023 |
| Lyons Financial Group | Sylvan Lake | MI | 03/2014 | 03/2023 |
| Lyons Financial Group | Sylvan Lake | MI | 08/2014 | 03/2023 |
| Ameriprise Financial Services, Llc | Keego Harbor | MI | 03/2023 | Present |
| Capital Analysts | Sylvan Lake | MI | 02/2015 | 03/2023 |
Independent Insurance Brokering; Oceanview; 06/14/2014; / Equitrust; 06/14/2014; / Oxford; 06/04/2014; Fixed Annuity. Business Ownership; 2711 Orchard Lake Rd, Inc.; President and Secretary; Real Estate; 2711 Orchard Lake Road, , Keego Harbor, MI, 48320; Not Investment-Related; 03/21/2024; 1 to 9 hours per month; 0 during trading hours / Detroit National Brewing Company, LLC; One of 3 owners of the business; Beer company. We Sold the Altes Brand in 2025. This company now will receive royalty payments on that sale. We no longer manufacture, promote or work to make the beer.; 104 Cambridge, , Pleasant Ridge, MI, 48069; Not Investment-Related; 04/01/2019; 0 hours per month; 0 during trading hours / Lyons Financial Group, Inc; Co-owner; Manage Ameriprise Business; 2711 Orchard Lake Rd, , Keego Harbor, MI, 48320; Investment-Related; 01/01/2016; 60 hours per month; 60 during trading hours. Board of Directors; Sylvan Shores Improvement Association; Treasurer; 2761 Sylvan Shores Dr, , Waterford, MI, 48328; Not Investment-Related; 06/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-20 |
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