Allen Arthur Albrecht

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/1984 → Present
  Lakes Consulting Firm Inc
  Miami Lakes, FL
• 06/2002 → Present
  Sigma Planning Corp
  Ann Arbor, MI
• 08/2014 → Present
  Parkland Securities
  Ann Arbor, MI

Other Businesses

LAKES CONSULTING FIRM INC.: SALE OF LIFE, HEALTH, DISABILITY, FIXED INDEXED ANNUITES THROUGH VARIOUS INSURANCE COMPANIES. OFFERS BASIC BOOKEEPING, DATA ENTRY, AND QUARTERLY TAX REPORTS FOR SUPPLEMENTAL INCOME. ALBATT INVESTMENT FIRM: PARTNERSHIP THAT OWNS THE OFFICE SPACE THAT I USE TO SELL INSURANCE AND INVESTMENTS. LIFE SETTLEMENTS WHEN THE CLIENT IS SELLING HIS POLICY BECAUSE HE OR SHE NO LONGER NEEDS IT. KIWANS CLUB OF MIAMI LAKES: 1 HR/WK. EVERBANK BANKING. SHOP TO EARN PARTICIPANT.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-05

Designations

• Certified Financial Planner