Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-04 |
| MI | RA | APPROVED | 2010-02-02 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
37229 Huron River Drive, New Boston, MI 48164 • 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 |
|---|---|---|---|---|
| Individual Financial Planning Inc | New Boston | MI | 08/1981 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 01/1988 | Present |
CREATIVE INSURANCE PLANNING, INC., PRESIDENT; OFFERING LIFE INSURANCE, ANNUITIES, DISABILITY AND FIXED INDEX ANNUITIES WITH VARIOUS INSURANCE COMPANIES. INDIVIDUAL FINANCIAL PLANNING, LLC, New Boston, MI. Start date: 5/10/19. INV REL: Y ST. STEPHEN ENDOWMENT FUND - President. Start date: 12/22/17, approx. 4-6 HRS/YR, 50% during mkt hrs. NO COMPENSATION. Notary public, New Boston, MI. Start date: 10/5/98, approx. 1/2 hr/mo. No comp received.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-04 |
Reach out to this advisor