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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-20 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
256 Center St., South Haven, MI 49090 • 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 |
|---|---|---|---|---|
| Glp & Associates | Farmington Hills | MI | 06/2014 | 10/2018 |
| Bardens Farm Market | South Haven | MI | 05/2006 | Present |
| Glp & Associates | South Haven | MI | 10/2025 | Present |
| Glp Investment Services Llc | South Haven | MI | 10/2025 | Present |
| Locker & Locker Properties | South Haven | MI | 09/2024 | 04/2025 |
| Asset Allocation Strategies | South Haven | MI | 02/2026 | Present |
(1) GLP & ASSOCIATES | INVESTMENT RELATED | SOUTH HAVEN, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: 10/2025 | APX. 80 HRS/MO., DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATION: SOUTH HAVEN, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: 02/2026 | APX. 80 HRS/MO., DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (3) BARDENS FARM MARKET | NOT INVESTMENT RELATED | SOUTH HAVEN, MI | NATURE: FRESH FOOD MARKET & FARM | POSITION: FARM HAND/DRIVER | START DATE: 2006 | APX. 260 HRS/MO (MAY-AUGUST), 45 DURING TRADING HOURS | DUTIES: HEAVY MACHINERY OPERATOR, DELIVERY DRIVER, SAUGATUCK STORE MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-13 |
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