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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-07 |
| MI | RA | APPROVED | 2011-09-21 |
Branch Locations
12409 Stafford Street, Ravenna, MI 49451 • United States
3987 Bonita Beach Rd, Bonita Beach, FL 34134 • United States
332 W Main St, Brighton, MI 48116 • United States
904 84Th Street Sw, Byron Center, MI 49315 • United States
2636 44Th St Sw, Wyoming, MI 49519 • United States
734 W. Long Lake Road, Troy, MI 48098 • United States
34391 12 Mile Road, Farmington Hills, MI 48331 • United States
6206 Kalamazoo Ave Se, Kentwood, MI 49508 • United States
5986 Meto-Way, Wyoming, MI 49519 • United States
5701 28Th St. Se., Grand Rapids, MI 49546 • United States
5453 Northland Dr Ne, Grand Rapids, MI 49525 • United States
2209 Plainfield Ave Ne, Grand Rapids, MI 49505 • United States
675 68Th St Sw, Byron Center, MI 49315 • United States
310 West Front Street, Traverse City, MI 49684 • United States
2335 10 Mile Road, Rockford, MI 49341 • United States
310 Lafayette Ave Se Ste 230, Grand Rapids, MI 49503 • United States
5023 Michigan Drive, Allendale, MI 49401 • United States
2350 West Main Street, Lawell, MI 49331 • United States
3493 West Shore Dr, Holland, MI 49424 • United States
951 Jackson St, Grand Haven, MI 49417 • United States
3326 Gull Rd, Kalamazoo, MI 49048 • United States
4100 32Nd Ave, Hudsonville, MI 49426 • United States
7409 Cotton Wood Dr., Jenison, MI 49428 • United States
2720 Lake Michigan Dr Nw, Grand Rapids, MI 49504 • United States
1820 Leonard Ne, Grand Rapids, MI 49505 • United States
1619 E. Mt. Garfield Rd, Muskegon, MI 49444 • United States
3870 South Division Ave, Wyoming, MI 49548 • United States
106 Grand St, Schoolcraft, MI 49087 • United States
3810 Sparks Dr Se, Grand Rapids, MI 49546 • United States
6615 Highland Rd, White Lake, MI 48313 • United States
17830 Ben Hill Griffin Parkway, Fort Myers, FL 33913 • United States
4560 Alpine Ave Nw, Grand Rapids, MI 49321 • United States
21910 S Tamiami Trail, Estero, FL 33928 • United States
5430 State St, Saginaw, MI 48603 • United States
7920 Summerlin Lakes Dr, Fort Myers, FL 33907 • United States
3003 Tamiami Trail Ste 100, Naples, FL 34103 • United States
2370 Vanderbilt Beach Rd, Naples, FL 34109 • United States
2120 Kings Highway, Port Charlotte, FL 33980 • United States
1653 Sun City Center Plaza, Sun City, FL 33573 • United States
342 Michigan St Ne, Grand Rapids, MI 49503 • United States
8630 E Main Ave, Zeeland, MI 49464 • United States
2470 Immokalee Rd, Naples, FL 34114 • United States
7175 Broadmoor Se, Caledonia, MI 49316 • United States
3201 S. State St, Ann Arbor, MI 48108 • United States
310 W. Tienken Rd, Rochester Hills, MI 48306 • United States
530 Cape Coral Parkway, Cape Coral, FL 33904 • United States
925 W. Sherman Blvd, Muskegon, MI 49441 • United States
7405 Devonshire Blvd, Naples, FL 34104 • United States
435 S. Westnedge Ave, Kalamazoo, MI 49007 • United States
19025 Newburgh Rd, Livonia, MI 48152 • United States
16916 Robbins Rd, Granhaven, MI 49417 • United States
12471 W Linebaugh Ave, Tampa, FL 33626 • United States
439 S Florida Ave, Lakeland, FL 33801 • United States
17635 Bruce B Downs Blvd, Tampa, FL 33647 • United States
408 S Macdill Ave, Tampa, FL 33609 • United States
5140 E Fowler Ave, Tampa, FL 33617 • United States
2180 4Th St N, St Petersburg, FL 33704 • United States
4084 W Centre Ave, Portage, MI 49024 • United States
7580 Winkler Rd, Fort Myers, FL 33908 • United States
8635 Collier Blvd, Naples, FL 34114 • United States
35653 Dodge Park Rd, Sterling Heights, MI 48312 • United States
2470 Immokalee Rd, Naples, FL 34110 • United States
521 Del Prado Blvd S, Cape Coral, FL 33990 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Michigan Credit Union | Naples | FL | 09/2011 | Present |
| Lpl Financial Llc | Naples | FL | 09/2011 | Present |
1) 08/01/2016: Lake Michigan Investment Services - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 09/04/2011 - Investment services and Wealth Management. Note All - 120 Hr/Mo; 120 Hours During Securities Trading 2) 04/06/2017 - Lake Michigan Investment Svc - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Program Manager - Start Date 01/12/2017 - 12 Hours Per Month/10 Hours During Trading. 3) 02/06/2018 - Lake Michigan Credit Union - DBA: MaxWealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/02/2018 - 40 Hours Per Month/40 Hours During Securities Trading. 4) 3/28/2018 - Premier Banking - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date 04/01/2018 - 10 Hours Per Month During Securities Trading - Credit Union Products and Services, deposit accounts and LOC. (Line Of Credit). 5) 2/1/2021 - American Equity Life - Investment Related - American Equity Life Insurance Company, 6000 Westown Parkway, West De Moines, IA 50266 - Non-Variable Insurance - Started 01/25/2021 - 1 Hour Per Month During Securities Trading. 6) 10/21/2021 - Oceanview Life, Fidelity & Guaranty Life - Investment Related - 410 N, 44th Street, Suite 210, Phoenix, Arizona 85008 - Non-Variable Insurance - Agent - Started 10/14/2021 - 8 Hours Per Month/2 Hours During Securities Trading. 7) 10/27/2021 - Hansen Brokerage Services, Inc. - Investment Related - 5380 Cascade Road SE, Suite 150, Grand Rapids, MI 49546 - Non-Variable Insurance - Agent - Started 09/02/2021 - 8 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-01 |
| S66 | Uniform Combined State Law Examination | 2003-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-23 |
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