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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-25 |
| MI | RA | APPROVED | 2018-02-27 |
Branch Locations
3333 Deposit Drive Ne Suite 310, Grand Rapids, MI 49546 • United States
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bertsch Co | Grand Rapids | MI | 02/1994 | 04/2020 |
| City Of Grand Rapids Fire Dept | Grand Rapids | MI | 09/1993 | 01/2022 |
| Jct Installations | Kentwood | MI | 03/1996 | 06/2020 |
| American United Life Insurance Company | Grand Rapids | MI | 01/1998 | Present |
| Oneamerica Securities, Inc | Grand Rapids | MI | 01/1998 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Board Member: Bermuda Pointe Condominium Association**Owner: Rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-05 |
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