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512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-06-13 |
Branch Locations
2031 Celadon Dr Ne, Grand Rapids, MI 49525 • United States
512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwallier Wealth Management | Ada | MI | 05/2017 | 04/2019 |
| Bush Consultants | Rockford | MI | 04/2017 | Present |
| Jackson Hewitt | Grand Rapids | MI | 01/2017 | 04/2017 |
| Roskam Baking Company | Grand Rapids | MI | 09/2013 | 10/2016 |
| Cgn Advisors, Llc | Manhattan | KS | 06/2019 | Present |
| Mark Prielipp Greenhouse & Mohr | Britton | MI | 04/2019 | 01/2022 |
2017-04-02; BUSH CONSULTANTS; OWNER/BUSINESS CONSULTANT; INVESTMENT RELATED: NO; 7834 CANNONSBURG RD NE, ROCKFORD, MI, UNITED STATES, 49341; BUSINESS CONSULTING; CONSULT WITH BUSINESS OWNERS WITH VARIOUS BUSINESS AND MARKETING TASKS.; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 12; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 10; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 10; Hodgepodge Arbitrage (Same Day Lift Chairs); Investment Related: No; Location: 7834 Cannonsburg Rd NE Rockford MI 49341; Description: This calendar year, my wife's business has transitioned to selling power lift recliners. I have no formal role and no payments are received (all funds flow through her DBA/Schedule C), but I assist with ordering, accounting and as-needed with manual labor. Given that it is a shift from what she previously sold via her DBA and my role now involves purchasing, I wanted to make sure to report the change; Position: Husband; Responsibilities Duties: Do what I am told. Help manage inventory levels and assist with business growth (could fall under Bush consultants); Start date: 2025-10-17; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 40. TBD project; Owner; Not investment related; 120 Rassmusen Trufant mi 49347; Responsibilities Duties: We purchased a second home. It may be a flip, or we may offer it as a short-term rental. For now, we will simply be fixing it up.; 2026-06-18; 16 Hours per month devoted to business during trading hours; 24 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-10 |
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