Donald A Mcleod

Current Employers

Employment History

• 04/1974 → 09/2017
  Donald Mccleod Agency
  Bloomfield Hills, MI
• 07/2001 → 09/2017
  The Mcleod Agency Inc
  Bloomfield Hills, MI
• 12/2001 → Present
  Mcleod Financial Services Inc
  Bloomfield Hills, MI
• 02/2004 → 09/2017
  The Mcleod Group Inc
  Bloomfield Hills, MI
• 10/2015 → 09/2017
  Wfg Investments, Inc.
  Bloomfield Hills, MI
• 12/2015 → 06/2023
  Capital Asset Advisory Services Llc
  Bloomfield Hills, TX
• 09/2017 → 02/2025
  Geneos Wealth Managment Inc
  Bloomfield Hills, MI
• 02/2025 → Present
  Alpha Asset Advisors Llc
  Royal Oak, MI
• 12/2015 → 06/2023
  Cg Advisory Services
  Bloomfield, MI

Previous Registrations

• 2023-06-06 → 2025-02-04
  Geneos Wealth Management, Inc.
  Haslett, MI
  Bloomfield Hills, MI
• 2015-12-23 → 2023-06-01
  Cg Advisory Services
  Williamston, MI
  Bloomfield, MI
• 2010-12-14 → 2015-10-06
  Invest Financial Corporation
  Williamston, MI
  Bloomfield Hills, MI

Other Businesses

1) THE MCLEOD GROUP INC President/owner who provides employee benefit services non investment related business located at branch location. 3) DBA:MCLEOD FINANCIAL SERVICES CO-non investment related business located at branch location. 4) THE MCLEOD-KOSKI AGENCY INC-Owner/Independent Rep of Fixed Insurance Agency with various insurance companies non investment related business located at branch location.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-12-08
• S65 Uniform Investment Adviser Law Examination
  2010-12-07

Other Names

• Donald A Mcleod
• Don Mcleod