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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-04 |
Branch Locations
3196 Kraft Ave Se Ste 101, Grand Rapids, MI 49512 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kumon Math & Reading Center | Grand Rapids | MI | 04/2005 | Present |
| Interior Express | Grand Rapids | MI | 08/2016 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 01/2018 | 01/2020 |
| Principal Life Insurance Company | Grand Rapids | MI | 02/2020 | Present |
| Principal Securities | Grand Rapids | MI | 02/2020 | Present |
| Great Lakes Retirement Plan Consultants | Grand Rapids | MI | 08/2024 | Present |
**Grand Rapids Learning Center LLC; Not Investment Related; Grand Rapids, MI; Owner; own and manage a tutoring center - after school; Start Date: 01/01/2004; 48 hrs per month; 0 during trading hours. **Fixed Insurance; Investment Related; Grand Rapids, MI; Agent; Fixed Life, Annuity, DI, Health, LTC, Medicare Supplements, and Group Products; Start Date: 02/01/2020; 45 hrs per month; 20 during trading hours. **ROBINSONS BAGELS, LLC POSITION: Co-Owner of Big Apple Bagels Franchise NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2020 ADDRESS: 6670 Kalamazoo Ave SE, Grand Rapids MI 49508, United States DESCRIPTION: I am co-owner of this bagel shop. Ben Robinson is the primary operations manager of this shop. I consult with him on financial matters when needed. I invested $25,000 in this business last year. I anticipate a 10% return on the business when the business starts to do well after the economy improves after the pandemic. **277SHORESIDE POSITION: Rental Property NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2022 ADDRESS: 3196 Kraft Ave Ste 1, Grand Rapids MI 49512, United States DESCRIPTION: My husband and I purchased a condo to use as a rental. My husband will be managing the property and all dealings with the property. **GREAT LAKES RETIREMENT PLAN CONSULTANTS POSITION: Financial Advisor NATURE: Financial Strategies/Needs Analysis INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/05/2024 ADDRESS: 3196 Kraft Avenue Suite 101, Grand Rapids MI 49512, United States DESCRIPTION: Mostly 401k plans and business clients. Some risk and investments as well. **LEVEL UP COACHING AND CONSULTING, LLC POSITION: Business Coaching NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 4539 Harbor View Dr, Grand Rapids MI 49512, United States DESCRIPTION: I am considering providing business and instruction coaching to fellow Kumon franchise owners that are struggling with their business. 100% owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-06 |
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