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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-10 |
| MI | RA | APPROVED | 2019-01-28 |
Branch Locations
5980 S Main St Suite 100, Clarkston, MI 48346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Grand Blanc | MI | 09/2016 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Grand Blanc | MI | 09/2016 | 08/2018 |
| Northwestern Mutual Wealth Management Company | Grand Blanc | MI | 10/2016 | 08/2018 |
| Oakland University | Rochester | MI | 10/2014 | 04/2018 |
| Mml Investors Services, Llc | Clarkston | MI | 09/2018 | Present |
| Mass Mutual Life Insurance Co | Clarkston | MI | 10/2018 | Present |
| Yard Care Specialists | Davidsburg | MI | 05/2009 | 04/2017 |
Name: Planned Financial Services, Jake McNeil Inv rel: Y Addr: 5980 S Main St, Ste 100, Clarkston, MI 48346 Nature: Outside insurance - life, disability, long-term care, fixed annuities Position: Financial Planner Start: 06/10/2022 No hrs/mo: 0.5 No hrs/mo dur trading: 0.25 Duties: Present/sell group short term DI.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-02 |
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