Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-01-03 |
Branch Locations
350 St Andrews Ste 200, Saginaw, MI 48638 • United States
Holland, MI • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Retirement Planning Partners Llc | Saginaw | MI | 06/2010 | Present |
| Voya Financial Advisors | Saginaw | MI | 09/2014 | Present |
NAME OF ENTITY:RETIREMENT PLANNING PARTNERS, LLC; Yes; 350 SAINT ANDREWS RD RM 200.; SAGINAW; MI; 48638; BUSINESS EXPENSE MANAGEMENT; OWNER; 6/1/2010; 8; 8; DBA, LLC CREATED TO BE ABLE TO PAY EMPLOYEES WAGES, TAXES AND OFFICE EXPENSES.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 350 SAINT ANDREWS RD RM 200.; SAGINAW; MI; 48638; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2011; 10; 10; SALE OF FIXED INSURACE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-02 |
Reach out to this advisor