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Richard William Leidal

Spc

Novi, MI

Ann Arbor, MI

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Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-14
MI RA APPROVED 2010-05-27
  • TX RA
    APPROVED_RES
    Since 2019-02-14
  • MI RA
    APPROVED
    Since 2010-05-27

Branch Locations

41850 W. 11 Mile Road Suite 225,226, Novi, MI 48375 • United States

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Corporate Fringe Benefits Consultants, I Southfield MI 08/1982 Present
Sigma Financial Corporation Ann Arbor MI 07/2005 Present
Spc Ann Arbor MI 07/2005 Present
  • 08/1982 → Present
    Corporate Fringe Benefits Consultants, I
    Southfield, MI
  • 07/2005 → Present
    Sigma Financial Corporation
    Ann Arbor, MI
  • 07/2005 → Present
    Ann Arbor, MI
Other Businesses

CORPORATE FRINGE BENEFITS CONSULTANTS INC.; DBA INSIGHT FINANCIAL GROUP; SALE OF VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES;SERVES ON BOARD OF DIRECTORS. MICHIGAN COLLEGE FUNDING LLC.; PROVIDES COLLEGE SERVICES FOR A FEE;SERVES ON BOARD OF DIRECTORS. Also receives rental income for office suites subleased to tenants in current building. Rental income receipts started on 7/1/25, less than 1 hr/mo. Mycollegetrack.com - developing program to help college-bound students and families stay on track in the process planning. Also reserved/purchased domain name for company. Not currently active company. Anticipated start date: 7/1/16, approx. 1-3 hrs/mo. DBA 529CollegeSave.com of Corporate Fringe Benefits Consultants, Inc. The purpose of the company will be to help families and individuals save for higher education utilizing 529 plans when appropriate. We will assist in comparing 529 plans benefits, expenses, tax considerations and other related topics. Start date: 2/12/18, approx. 1-3 hrs/mo. LEIDAL INVESTMENT; CHECKING ACCOUNT ONLY. DBA Medicare Service of Corporate Fringe Benefits Consultants, Inc. The purpose of the company will be the sale of Medicare Supplement Plans and Advantage Plans. Start date: 5/26/20, approx. 1-3 hrs/mo. Serve as trustee of deceased father's irrevocable trust FBO my brother. Serve as personal representative with general trustee duties. Start date: 9/8/20, less than 1 hr/mo. INV REL: N Long Term Care Family, a DBA of Corporate Fringe Benefits Consultants, Inc. The purpose of the company is to sell long term benefits, life insurance with essential benefits and annuities with LTC features. Start date: 2/23/23, approx. 5-10 hrs/mo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-22
S63 Uniform Securities Agent State Law Examination 1984-06-08
  • S66 Uniform Combined State Law Examination
    2010-04-22
  • S63 Uniform Securities Agent State Law Examination
    1984-06-08
Other Names
  • Rick Leidal

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