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4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-01-31 |
Branch Locations
1910 Saint Joe Center Rd Suite 32, Fort Wayne, IN 46825 • United States
4981 Cascade Road Suite C, Grand Rapids, MI 49546 • 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 |
|---|---|---|---|---|
| Wealth Watch Advisors | Englewood | CO | 04/2018 | 06/2020 |
| Life Financial Wealth Management, Llc | Fort Wayne | IN | 07/1999 | Present |
| Luminist Capital, Llc | Grand Rapids | MI | 06/2020 | 10/2021 |
| Advisory Advocates Llc | Grand Rapids | MI | 02/2022 | Present |
Mr. Alan is the owner and president of Life Financial Wealth Management. Through this activity he offers life and health insurance as well as annuity products to individuals. He spends apx 80 hours a month on this activity both during and after trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-13 |
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