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4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-03-06 |
Branch Locations
4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plp Advisors, Llc | Grand Rapids | MI | 01/2014 | 03/2021 |
| Advisory Advocates, Llc | Grand Rapids | MI | 03/2021 | Present |
| Plg Planning, Llc | Ada | MI | 04/2015 | Present |
| Plp Services, Llc Dba Retirement Lifestyle Advocates | Grand Rapids | MI | 01/2011 | 12/2022 |
PLG Planning, LLC. ADA, MI 49544. INVESTMENT RELATED SINCE May 2015. APPROXIMATELY 20 HOURS A MONTH. INSURANCE AGENT OF FIXED LIFE AND ANNUITY PRODUCTS. STRYDESAVINGS.COM. AND GROWTH MANAGEMENT GROUP; REPRESENTATIVE SHOWING BUSINESSES COST SAVINGS DIFFERENT MATTERS. APPROXIMATELY 3 HOURS PER MONTH DURING NON-TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-21 |
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