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2910 Lucerne Drive Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2910 Lucerne Drive Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services Of America | Grand Rapids | MI | 05/2017 | 08/2020 |
| Sci Advisors, Llc | Grand Rapids | MI | 03/2018 | 01/2020 |
| Student | Caledonia | MI | 08/2015 | 05/2018 |
| Red Elk Capital | Alto | MI | 10/2019 | 05/2022 |
| Red Elk Tax Services | Alto | MI | 10/2019 | Present |
| Red Elk Innovations | Alto | MI | 10/2018 | 05/2022 |
| Hungerford Financial, Llc | Grand Rapids | MI | 01/2020 | Present |
| Hungerford Financial, Llc | Grand Rapids | MI | 01/2020 | 09/2020 |
| Hungerford Financial, Llc | Grand Rapids | MI | 05/2017 | 08/2017 |
| United Planners Financial Services Of America | Grand Rapids | MI | 08/2020 | Present |
| Hungerford Financial | Grand Rapids | MI | 01/2020 | Present |
1.) RED ELK TAX SERVICES - OWNER -TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - ALTO, MI - SINCE 10/2019 - NOT INVESTMENT RELATED 2.) HUNGERFORD FINANCIAL, LLC - CHIEF INVESTMENT OFFICER - REGISTERED INVESTMENT ADVISOR - GRAND RAPIDS, MI - SINCE 01/2020 - INVESTMENT RELATED 3.) HUNGERFORD FINANCIAL - PORTFOLIO MANAGER - REGISTERED INVESTMENT ADVISOR - GRAND RAPIDS, MI - SINCE 01/2020 - INVESTMENT RELATED 4.) HUNGERFORD FINANCIAL - CHIEF INVESTMENT OFFICER - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 01/2020 - INVESTMENT RELATED 5.) HUNGERFORD WEALTH - CHIEF INVESTMENT OFFICER - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 01/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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