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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-29 |
| NY | RA | APPROVED | 2023-06-14 |
| MI | RA | APPROVED | 2021-12-23 |
Branch Locations
4710 West Saginaw Hwy Suite A, Lansing, MI 48917 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
4710 W. Saginaw Suite A, Lansing, MI 48917 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-04 |
| MI | RA | APPROVED | 2010-02-01 |
| CA | RA | APPROVED | 2004-06-23 |
Branch Locations
4710 W. Saginaw, Suite B, Lansing, MI 48917 • 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 |
|---|---|---|---|---|
| Pohl And Associates, Inc. | Lansing | MI | 12/1989 | Present |
| Madison Avenue Securities, Inc. | Lansing | MI | 01/2012 | Present |
| Wealth Management Institute, Inc. | Lansing | MI | 01/1990 | Present |
| Global Financial Opportunities Corp. | Lansing | MI | 01/2000 | Present |
V. PRESIDENT OF POHL AND ASSOCIATES, INC; SELLS VARIOUS TYPES OF INSURANCE AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES. Start date 12/1989. WEALTH MANAGEMENT INSTITUTE -REGISTERED INVESTMENT ADVISORY CORP 100% OWNERSHIP. Start date 7/1995. GLOBAL FINANCIAL OPPORTUNITIES CORP-INSURANCE AND FINANCIAL SERVICES AGENCY/ OWNER 7HRS/WK; SELLS VARIOUS TYPES OF INSURANCE AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES. Start date 3/2000. ADVISERS EXCEL (INVESTMENT RELATED) LIFE INSURANCE, DISABILITY, LONG TERM CARE INSURANCE, FIXED ANNUITIES; LICENSED INSURANCE AGENT;SALES ONLY; START DATE:09/2017; NAME:FRANK CHERNIAWSKI INSURANCE SERVICES; INV RELATED:INSURANCE RELATED; ADDRESS:4710 WEST SAGINAW HWY, SUITE A, LANSING, MI 48917; NATURE:LIFE INSURANCE, DISABILITY INSURANCE, HEALTH AND INDEMNITY INSURANCE, FIXED AND FIXED INDEX ANNUITY PRODUCT SALES; POSITION:AGENT; START DATE:1/1/2017; HOURS/MONTH:3; TRADING HOURS/MONTH:9; DUTIES:INSURANCE PRODUCT SALES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-12-02 |
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