3778 S. Lapeer Rd
Metamora, MI 48455
855-756-5700
Connect with JosephFirm Start Year
2006
CRD#
1920232
Firm CRD#
284112
Insurance License#
989857
Name of Custodial Firm
TD Ameritrade
States Licensed in
00073800
Years of Experience in Financial Services
32
Number of Years with Current Firm
14
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Tax Advice and Services, Legal Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Securities Licenses
Series 65
Insurance and Annuity Licenses
Property, Casualty, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care
Firm's Number of Clients
300
Firm's Number of Planning Clients
200
Firm's Number of Managed Clients
200
Assets Managed by Firm
$49,000,000
Advisor's Number of Clients
250
Advisor's Number of Managed Clients
200
Advisor's Number of Planning Clients
100
Assets Managed by Advisor
$30,000,000
Fee Structure
Fee-Based
Compensation Methods
Commissions
Fee % Based on Assets
1.5% ave
Hourly Rate
$250
Additional Details on Charges
Fee based but no fees on fixed or fixed index annuities charged by me or my firm.
Minimum Fee Charged for Managed Accounts
$250
Minimum Fee Charged for Hourly Planning Accounts
$250
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