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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-07 |
| MI | RA | APPROVED | 2019-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Physical Therapy | Midland | MI | 05/2009 | 05/2018 |
| Brokers Financial | Urbandale | IA | 02/2018 | 05/2019 |
| Functional Advantage | Freeland | MI | 05/2018 | 03/2019 |
| Mcintosh And Associates Financial | Freeland | MI | 01/2018 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 05/2019 | Present |
| Focus Wealth Planning, Llc | Freeland | MI | 09/2025 | Present |
1.) MCINTOSH AND ASSOCIATES FINANCIAL, LLC; YES INVESTMENT RELATED; 8282 Midland Rd. Freeland, MI 48623; INSURANCE SALES; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 01/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) Focus Wealth Planning, LLC; Investment Related: Yes; 8282 Midland Rd, Freeland MI 48623; Legacy Planning; Partner; Start Date 09/2025; Approx hours per month: 05; Approx hours during trading: 05; Providing clients with a resource to get estate planning done.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-28 |
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