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Brandon Ellis Carter

Financial Strategies Group, Inc

Okemos, MI

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Current Employers
Financial Strategies Group, Inc

2270 Jolly Oak Road., Suite 2, Okemos, MI 48864 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-11
MI RA APPROVED 2017-08-01
  • TX RA
    APPROVED
    Since 2025-07-11
  • MI RA
    APPROVED
    Since 2017-08-01

Branch Locations

2270 Jolly Oak Rd., Suite 2, Okemos, MI 48864 • 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
New York Life Insurance Comp. Okemos MI 08/2006 07/2017
Nylife Securities, Llc Okemos MI 05/2007 07/2017
Financial Strategies Group, Inc Okemos MI 08/2014 07/2017
Eagle Strategies Llc Okemos MI 04/2011 07/2017
Daly Merritt Financial Services, Inc Northville MI 06/2012 07/2017
Financial Strategies Group, Llc Okemos MI 08/2017 Present
  • 08/2006 → 07/2017
    New York Life Insurance Comp.
    Okemos, MI
  • 05/2007 → 07/2017
    Nylife Securities, Llc
    Okemos, MI
  • 08/2014 → 07/2017
    Financial Strategies Group, Inc
    Okemos, MI
  • 04/2011 → 07/2017
    Eagle Strategies Llc
    Okemos, MI
  • 06/2012 → 07/2017
    Daly Merritt Financial Services, Inc
    Northville, MI
  • 08/2017 → Present
    Financial Strategies Group, Llc
    Okemos, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-07
S63 Uniform Securities Agent State Law Examination 2007-06-29
  • S66 Uniform Combined State Law Examination
    2011-04-07
  • S63 Uniform Securities Agent State Law Examination
    2007-06-29
Designations

View on SEC IAPD

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SPC
LPL FINANCIAL LLC

Other Investors

DAVID MICHAEL DELEKTA
MATTHEW GLENN OTTINGER
Brian Girard Dale
JEFFREY AARON ROBINS
Thomas W Repaskey
KEVIN D GUNNS
Erin Louise Ballor
GREGG MYLAN HUYCK

Other Offices

EAGLE FINANCIAL ADVISORS, LLC · OKEMOS, MI
OSAIC WEALTH, INC. · OKEMOS, MI
EDWARD JONES · OKEMOS, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OKEMOS, MI
CARDINAL FINANCIAL CONSULTANTS, LLC · OKEMOS, MI
RYZOME INVESTMENT ADVISORS · OKEMOS, MI
SPC · Okemos, MI
LPL FINANCIAL LLC · OKEMOS, MI

More in Okemos, MI

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