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4901 Towne Centre Road Suite 113, Saginaw, MI 48604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
4901 Towne Centre Road Suite 113, Saginaw, MI 48604 • 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 |
|---|---|---|---|---|
| Home Depot | Saginaw | MI | 03/2000 | Present |
| Berthel Fisher & Company Financial Services, Inc. | Saginaw | MI | 01/2014 | 06/2018 |
| Richmark Private Wealth Management | Frankenmuth | MI | 07/2018 | 02/2022 |
| Belpointe Asset Management, Llc | Reno | NV | 07/2018 | 05/2020 |
| Belpointe Insurance, Llc | Greenwich | CT | 07/2018 | 12/2021 |
| Great Lakes Bay Financial Llc | Saginaw | MI | 03/2009 | Present |
| Great Lakes Bay Financial Llc | Saginaw | MI | 02/2022 | Present |
| Montgomery Legal Services | Saginaw | MI | 03/2009 | Present |
| Independent Agent | Saginaw | MI | 03/2009 | Present |
FIXED INSURANCE SALES, INVESTMENT RELATED, SAME ADDRESS AS BRANCH, INSURANCE SALES THROUGH VARIOUS CARRIERS, INSURANCE PRODUCER 7/2018 APPROX 2 HOURS PER MONTH. HOME DEPOT, NON-INVESTMENT RELATED; SAGINAW, MI; SALES ASSOCIATE; 03/2000 MONTGOMERY LEGAL SERVICES; NOT INV REL; SAGINAW, MI LAWYER/LEGAL SERVICES; 03/2009
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-23 |
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