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8571 W. Grand River Ave. Ste. 800, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
8571 W. Grand River Ave. Ste. 800, Brighton, MI 48116 • 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 |
|---|---|---|---|---|
| Estate Preservation Agency Inc. | Brighton | MI | 03/2007 | Present |
| Questar Asset Management, Inc | Minneapolis | MN | 05/2017 | 02/2019 |
| Estate Performance Advisors L.L.C. | Brighton | MI | 02/2019 | Present |
ESTATE PRESERVATION AGENCY INC.;INVESTMENT RELATED;8571 West Grand Ave, Suite 800, Brighton MI 48116; INSURANCE; INSURANCE AGENT; 03/2017; NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160;PERSONAL SALES, CLIENT AND AGENT MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-11 |
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