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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-13 |
Branch Locations
207 S. Mitchell St., Unit D, Cadillac, MI 49601 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Vickery And Associates | Cadillac | MI | 08/1980 | Present |
| Equitable Life Of Iowa | Grand Rapids | MI | 10/1980 | Present |
| Vickery And Associates | Cadillac | MI | 08/1984 | Present |
| Sigma Financial Corp | Ann Arbor | MI | 12/1999 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 01/2006 | Present |
SALE OF LIFE, HEALTH, AND FIXED ANNUITIES, THROUGH VARIOUS INSURANCE COMPANIES. Cadillac Financial LLC dba Vickery Financial LLC. Offering securities products and services through Sigma Financial. Fiduciary for the Cadillac Financial 401k plan (for own company). Start date: 1/12/15. Appointed to the Michigan Catholic Conference Lay Employees Retirement Plan Board of Directors. Start date: 1/1/23 for a 3 year term. Meet quarterly for 3 hours. INV REL: N Receive rental income for office space leased in my building. Start date: 7/18/24, less than 1 hr/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-23 |
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