Theodore Nmn Lakkides

Current Employers

Employment History

• 09/1982 → 10/2018
  Cygnet Financial Planning Inc. (Dba Financial Freedom House)
  Waterford, MI
• 12/2005 → 01/2019
  Triad Advisors, Inc.
  Norcross, GA
• 10/2018 → Present
  Cygnet Financial Planning Inc. (Dba Financial Freedom House)
  Waterford, MI

Other Businesses

1-PRESIDENT, BOARD MEMBER, & INSTRUCTOR, CYGNET INSTITUTE OF PERSONAL FINANCIAL LITERACY | 4139 W. Walton Blvd, Ste D, Waterford, MI 48329 | Investment Related | Start 1989, Board member since 2015 | ~100 hours per month, program development and sales during trading hours, all instruction after hours, board meetings are held during hours | Provide financial literacy training and education workshops/seminars. Cygnet Institute is a 501(c)(3) tax-exempt organization. \\\\\\\\\\ 2 - INSURANCE AGENT, CYGNET FINANCIAL PLANNING, INC. | 4139 W. Walton Blvd, Ste D, Waterford, MI 48329 | Not investment related | Start 1982 | <10 hours per month, all during trading hours | Appointment with multiple carriers to solicit life, disability, and fixed annuity business \\\\\\\\\\ 3 - VICE PRESIDENT % 50% SHAREHOLDER, CORPORATE PLAN ADMINISTRATORS, INC. |4139 W. Walton Blvd, Ste E, Waterford, MI | Investment related | Start 1989| <5 hours per month, all during trading hours | Provide Third Party Administration to supplemental insurance programs and ERISA 3(16) administrative fiduciary services to qualified retirement plans

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-06-02

Designations

Other Names

• Ted Lakkides
• Theodore Lakkides