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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-12-08 |
Branch Locations
999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 11/2009 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 11/2009 | Present |
Sale of life fixed insurance products. Start date: 1/27/16 during regular business hours. Participate in Toastmasters Speakers Bureau, Naples, FL. This program offers speakers to the local community to cover topics of interest to the community. Start date: 7/1/24, less than 2 hrs/mo. INV REL: N Published author of workbook used for getting financial house in order. It is sold through BLURB.com. Start date: 8/5/24, approx. 5-6 hrs/mo, INV REL: N Anne G. Hagan CFP - sole proprietorship. Present educational workshops and speak at events concerning getting audiences' house in order. Use workbook that I authored during the discussions. Start date: 8/14/26, approx. 80 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-17 |
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