Scott Emil Wiard

Current Employers

Horizons Planning Corporation

250 W. Eisenhower Pkwy. Suite 140, Ann Arbor, MI 48103 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-04-25
MI	RA	APPROVED	2010-11-01

TX RA
APPROVED_RES

Since 2023-04-25
MI RA
APPROVED

Since 2010-11-01

Branch Locations

250 W. Eisenhower Pkwy. Suite 140, Ann Arbor, MI 48103 • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Horizons Planning Corporation	Ann Arbor	MI	07/1988	Present

07/1988 → Present

Horizons Planning Corporation

Ann Arbor, MI

Other Businesses

1) COMMERCIAL PROPERTY MANAGEMENT - BRAYTON PARTNERSHIP/PROFESSIONAL PLANNING CONSULTANTS, INC.-NOT INVESTMENT RELATED, 250 W. EISENHOWER, STE 110, ANN ARBOR, MI 48103-OWNER/PARTNER-ONGOING SINCE JANUARY 1994-APPROXIMATELY 5% OF TIME-NO COMPENSATION DERIVED AT PRESENT. 2) INSURANCE - LIFE, HEALTH AND LTC LICENSED IN MICHIGAN.- SAME ADDRESS- I ONGOING SINCE 1987, APPROX. 25% OF MY TIME USUALLY DURING TRADING HOURS I RECOMMEND THE PURCHASE OF THESE PRODUCTS FROM TIME TO TIME. 3) HORIZON PLANNING CORPORATION, PRESIDENT, REGISTERED INVESTMENT ADVISOR IN MICHIGAN, ONGOING SINCE 1988, 100% OWNER AND PRESIDENT. 70% OF TIME USUALLY DURING TRADING HOURS. FINANCIAL, INVESTMENT, INSURANCE, TAX AND ESTATE PLANNING AS WELL AS INVESTMENT ADVICE OFFERED TO CLIENTS, ALSO RESPONSIBLE FOR OPERATIONS AND COMPLIANCE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-06-13
S63	Uniform Securities Agent State Law Examination	1986-06-03

S65 Uniform Investment Adviser Law Examination

2007-06-13
S63 Uniform Securities Agent State Law Examination

1986-06-03