Advisor at The Life Group Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Life Group Financial Services
Location
Fremont, MI 49412
Credentials
Series 66
Industry experience
2 years
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
$250.00 per hour (Wealth Consulting)
Account minimum: $250,000 but can be waived at TLG’s discretion
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2024 - Present (2 years)
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2022 - 2022 (1 year)
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2021 - 2022 (1 year)
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2021 - 2022 (1 year)
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2021 - 2021 (1 year)
Dupaco Community Credit Union
2018 - 2021 (3 years)
Dubuque Bank & Trust
2018 - 2018 (1 year)
Dupaco Community Credit Union
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Fremont, MI
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