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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2024-05-22 |
| IL | RA | APPROVED | 2024-05-13 |
| MO | RA | APPROVED | 2024-05-13 |
| OH | RA | APPROVED | 2024-05-13 |
| FL | RA | APPROVED | 2023-11-03 |
| MI | RA | APPROVED | 2023-11-03 |
| MT | RA | APPROVED | 2023-11-03 |
| NM | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
Hfg Financial Group 5659 West Michigan Avenue, Kalamazoo, MI 49009 • United States
5659 West Michigan Ave., Kalamazoo, MI 49009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-21 |
Branch Locations
5659 W. Michigan Ave., Kalamazoo, MI 49009 • 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 |
|---|---|---|---|---|
| Hfg Advisors, Inc | Kalamazoo | MI | 05/1989 | Present |
| Fsc Securities Corporation | Kalamazoo | MI | 01/1996 | 11/2023 |
| Osaic Wealth, Inc. | Kalamazoo | MI | 11/2023 | Present |
1. INVESTMENT ADVISORY SERVICES,FSC ADVISOY SERVICES,5659 W MICHIGAN KALAMAZOO,MI,OWNER,DATE STARTED: 1999, 40/HR/MO, 40 HR/TD,GATHER AND MANANGE ASSETS,ASSET MONITORING. 2. E&D ROYALTIES, NO, 6244 MONTMORENCY CALEDONIA, MI 49316, PARTNER, 10/2011, 2HRS/MONTH, 0HRS DT, RECEIVES ROYALTIES FOR HOTPOD SALES. 3. BENEFITS EVALUATION & RETIREMENT SERVICES INC. POSITION: owner NATURE: S corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2021 ADDRESS: 5659 W Michigan Ave, KALAMAZOO MI 49009, United States DESCRIPTION: Not much.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-27 |
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