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Current Employers
Asset Allocation Strategies, Llc

33335 Grand River, Farmington, MI 48336 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-23
MI RA APPROVED 2019-06-04
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • MI RA
    APPROVED
    Since 2019-06-04

Branch Locations

256 Center St., South Haven, MI 49090 • United States

33335 Grand River, Farmington, MI 48336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jersey Mike'S Subs Northridge CA 01/2012 04/2017
Service Titan Glendale CA 12/2014 06/2017
Unemployed South Haven MI 06/2017 10/2017
Glp Investment Services, Llc South Haven MI 10/2017 Present
Asset Allocation Strategies, Llc South Haven MI 06/2019 Present
Glp & Associates, Llc South Haven MI 09/2017 Present
  • 01/2012 → 04/2017
    Jersey Mike'S Subs
    Northridge, CA
  • 12/2014 → 06/2017
    Service Titan
    Glendale, CA
  • 06/2017 → 10/2017
    Unemployed
    South Haven, MI
  • 10/2017 → Present
    Glp Investment Services, Llc
    South Haven, MI
  • 06/2019 → Present
    South Haven, MI
  • 09/2017 → Present
    Glp & Associates, Llc
    South Haven, MI
Other Businesses

1) LCK, Inc., Investment Related. South Haven, MI. Nature: Flow-through for fixed insurance compensation. Position: Employee. Start Date: 2016. Hours Devoted per month: 12, Duties: technology, filing. 2) GLP & ASSOCIATES, INVESTMENT RELATED, HQ IN FARMINGTON MI, BRANCH IN SOUTH HAVEN, MI. NATURE: LIFE INSURANCE/ANNUITY SALES. POSITION: INSURANCE AGENT, START DATE: 09/2017, APX 40 HRS/MO., 30 HRS DURING TRADING HOURS, DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. 3) ASSET ALLOCATION STRATEGIES, LLC. INVESTMENT RELATED. HQ IN FARMINGTON, MI, BRANCH IN SOUTH HAVEN, MI. NATURE: INVESTMENT ADVISOR. POSITION: IAR. START DATE: 06/2019. APX 80 HRS/MO., 70 HRS DURING TRADING HOURS. DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. 4) FIVE LAKES PROPERTY SERVICE | INVESTMENT RELATED | LUDINGTON, MI | NATURE: RENTAL PROPERTY | POSITION: BUSINESS OWNER/PARTNER| START DATE: 06/2023 | APX. HOURS/MO: 5 (NONE DURING TRADING HOURS) | DUTIES: OVERSEE APP/PHONE COMMUNICATIONS & ASSESS DAMAGES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-03
S63 Uniform Securities Agent State Law Examination 2018-08-03
  • S65 Uniform Investment Adviser Law Examination
    2019-06-03
  • S63 Uniform Securities Agent State Law Examination
    2018-08-03
Other Names
  • Kenny Goldner

View on SEC IAPD

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