Thomas Arther Maxey

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1984 → Present
  Consolidated Financial Corp.
  Bingham Farms, MI
• 07/2002 → Present
  Great American Advisors, Inc.
  Bingham Farms, MI
• 08/2010 → Present
  Lincoln Investment
  Southfield, MI
• 01/2013 → Present
  Long Live Cotton Wood, Llc
  Wells, NV

Other Businesses

TUCKET AWAY, LLC POSITION: PARTNER/MEMBER IN AN LLC NATURE: REAL ESTATE RENTALS INV REL: NO HOURS: 0 INV REL HOURS: 0 START: 1/1/13 ADDR: 27272 WELLINGTON RD, FRANKLIN MI 48025 UDDERLY COTTONWOOD, LLC POSITION: member NATURE: cattle ownership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 27272 Wellington rd, Franklin.rd MI 48025, United States DESCRIPTION: member CD BUSTERS POSITION: Owner/President NATURE: Web based business offering Fixed Annuities targeting any individual holding a CD INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2013 ADDRESS: 29905 Middlebelt Rd., Farmington Hills MI 48334, United States DESCRIPTION: CD Busters is incorporated as a Michigan LLC and trademark has been applied for with the purpose of web base marketing platform that will offer fixed annuities to those currently holding a CD. Currently I am working on the initial set up and roll-out of the company. Once the roll-out is complete my involvement with then switch over to general sales oversight of the company. CONSOLIDATED FINANCIAL CORP POSITION: Owner/President NATURE: Investment/insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2012 ADDRESS: 29905 Middlebelt Rd., Farmington Hills MI 48334, United States DESCRIPTION: Owner GENERAL INSURANCE/ ANNUITY POSITION: Insurance Representative NATURE: Insurance/ Annuity Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 10/01/1983 ADDRESS: 29905 Middlebelt Rd., Farmington Hills MI 48334, United States DESCRIPTION: General Insurance and Fixed Annuity Sales 1890WHAT?!, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2019 ADDRESS: 27272 Wellington Rd, Franklin MI 48025, United States DESCRIPTION: Rental Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-26
• S63 Uniform Securities Agent State Law Examination
  1986-01-29

Other Names

• Thomas Arthur Maxey