Allan Michael Kaplan

Current Employers

Employment History

• 02/2001 → Present
  M. Holdings Securities
  Portland, OR
• 01/1985 → 08/2017
  New Century Planners
  Chicago, IL
• 08/2017 → Present
  The Robinson Financial Group, Inc
  Skokie, IL

Previous Registrations

• 1997-11-17 → 2005-11-10
  New Century Planners Llc
  Chicago, IL

Other Businesses

1) Lake Forest Academy; 1500 W Kennedy Road, Lake Forest, IL 60045; 11/01/19; Trustee; One of 30 trustees for this high school; Not investment related; 3 hours/month; 3 hours/month during business hours; No compensation 2) AKorp, Inc.; 8833 Gross Point Road, Skokie IL 60077; 03/01/1984; President; Previous agency, still collecting renewals; Investment related; 5 hours/month; 5 hours/month during business hours; Wages, Salary, Tips 3) Loretta K Kaplan 1997 Grantor Retained Annuity Trust; 586 Somerset Lane Northfield IL 60093; Trust; Not Investment Related; Trustee; Trustee duties; 07/13/2023; 1 hour per month; 1 hour per month during trading hours. 4) Calg Limited; 586 Somerset Lane, Northfield IL 60093; Holding company which partially owns a bowling alley through subsidary companies; Not Investment Related; Trustee of trust that owns 25% of Calg Limited; shareholder, passive investor; 01/31/2024; 0 hr / month; 0 hr / month during trading hours. 5) Carjan Limited; 586 Somerset Lane, Northfield IL 60093; Holding company which partially owns a bowling alley through subsidary companies; Not Investment Related; Trustee of trust that owns 25% of Carjan Limited; shareholder, passive investor; 01/31/2024; 0 hr / month; 0 hr / month during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-26

Designations

Other Names

• Allan Michael Kaplan