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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-22 |
| MI | RA | APPROVED | 2024-02-13 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
425 West Huron, Suite 220, Milford, MI 48381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iof Foresters | Livonia | MI | 12/2003 | 06/2018 |
| Foresters Equity Services | Livonia | MI | 12/2003 | 06/2018 |
| Sigma Financial Corporation | Ann Arbor | MI | 06/2018 | 05/2021 |
| Sigma Planning Corporation | Ann Arbor | MI | 06/2018 | 05/2021 |
| Securities America, Inc. | Hartland | MI | 05/2021 | Present |
| Securities America Advisors | Hartland | MI | 05/2021 | Present |
WEALTH & INCOME MANAGEMENT GROUP - DBA STEVE DRAHOZAL POSITION: It is myself NATURE: I am an independent insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 08/01/1986 ADDRESS: 11217 Anya Dr, Hartland MI 48353, United States DESCRIPTION: Sales and service of insurance and annuities MATURE AMERICAN PLANNING COMPANY POSITION: Owner and President NATURE: Since 1998, I have been to owner and president of The Mature American Planning Company, A Michigan C-Corporation and licensed insurance agency. The Mature American Planning Company does not promote the business of any Broker Dealer or Registered Investment Advisor. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 12 START DATE: 06/08/1998 ADDRESS: 11217 Anya Dr, Hartland MI 48353, United States DESCRIPTION: I am the owner and president of The Mature American Planning Company, a Michigan C-Corporation and licensed insurance agency. The Mature American Planning Company does not promote the business of any Broker Dealer or Registered Investment Advisor WEALTH & INCOME MANAGEMENT GROUP POSITION: Registers Rep and Investment Advisor Representative NATURE: Sale of financial services and products INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 08/22/2018 ADDRESS: 11217 Anya Dr, Hartland MI 48353-2640, United States DESCRIPTION: This is the DBA I sell financial services and products through
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-24 |
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