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Current Employers
Pps & V Asset Management Consultants Inc

2750 Old Centre Ave Suite 100, Portage, MI 49024 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2011-02-01
  • MI RA
    APPROVED
    Since 2011-02-01

Branch Locations

2750 Old Centre Ave, Portage, MI 49024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pps&V Asset Management Consultants, Inc Portage MI 07/2007 Present
  • 07/2007 → Present
    Pps&V Asset Management Consultants, Inc
    Portage, MI
Other Businesses

Robert B. Vliek is licensed as an individual producer effective 11/29/2000 through the State of Michigan to offer Life Insurance, Fixed and Fixed Indexed Annuities. This business is investment-related and is located at 2750 Old Centre Ave. Portage MI 49024. I devote less than 1 hour per month on this business. My duties include services current contracts as well as to writing new contracts if the client goals and objectives call for Life Insurance, Fixed/Fixed Indexed annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-25
S63 Uniform Securities Agent State Law Examination 1983-01-11
  • S65 Uniform Investment Adviser Law Examination
    2011-01-25
  • S63 Uniform Securities Agent State Law Examination
    1983-01-11

View on SEC IAPD

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