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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-26 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
41850 W 11 Mile Road Suite 225 And 226, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corporate Fringe Benefits, Inc | Novi | MI | 11/2023 | Present |
| Rogue Risk | Troy | NY | 09/2022 | 09/2023 |
| Johnston Lewis Associates | Troy | MI | 04/2021 | 09/2023 |
| Phil Klein Insurance Group | West Bloomfield | MI | 08/2016 | 03/2021 |
| Oakland University | Auburn Hills | MI | 09/2013 | 05/2017 |
| Sigma Financial Corporation | Novi | MI | 01/2026 | Present |
| Sigma Planning Corp. | Novi | MI | 01/2026 | Present |
Corporate Fringe Benefits Inc. DBA Insight Financial Group, Novi, MI. Sale of life insurance products, including term and permanent insurance, universal life, whole life and IULs. Start date: 2/2/26, approx. 20 hrs/mo, 12.5% during mkt hrs. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-09 |
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