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Robert D
Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Robert Doehrer is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 license and bringing one year of industry experience. He has held roles at GLP & Associates and FCE Group, LLC, and has over two decades of prior experience including six years at MRPR Group, P.C. Outside of advising, he owns a business and tax consulting firm, FCE Group LLC, and is involved as treasurer and member of Utopia Chocolates LLC, a chocolate candy company. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional offerings that include portfolio financing strategies and formal partnerships with third-party managers.
Matthew W
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Matthew Wynalda is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002 and joined Asset Allocation Strategies in 2016. Outside of his advisory roles, he is a partner in WynLund Farms LLC, which leases land for farming and hunting. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s approach emphasizes strategic asset allocation using quantitative techniques and offers advanced portfolio financing strategies alongside traditional portfolio management.
Benjimin J
Series 66, Series 65, Series 63
Farmington, MI
Asset Allocation Strategies, LLC
Benjimin June is a financial advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Outside of his advisory role, he is involved in business development and manufacturing at Alpha Intelligence Inc., a consumer packaged goods company he has supported since 2015, and also works as a delivery driver and a site capture specialist. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.
David S
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at GLP & Associates, Inc. and GLP Investment Services, LLC since 2002, and joined Asset Allocation Strategies in 2020. Outside of advisory roles, he serves as president of DPS Financial Inc., which focuses on investment and retirement planning. Asset Allocation Strategies, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services including 529 plan assistance and portfolio financing options.
David B
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has experience in life insurance and annuity sales through GLP & Associates and concurrently manages Bardens Farm Market, a fresh food market and farm in South Haven, MI. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and advisor-reviewed investment policies.
Adam L
Series 65, Series 63
Farmington, MI
Asset Allocation Strategies, LLC
Adam Laurie is a financial advisor at Asset Allocation Strategies, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with GLP Investment Services and GLP and Associates since 2011. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers portfolio-based financing strategies alongside traditional portfolio management.
Shoumya S
Series 65, Series 63
Farmington, MI
Asset Allocation Strategies, LLC
Shoumya Saha is a financial advisor with Asset Allocation Strategies, LLC, holding Series 65 and Series 63 credentials and 17 years of industry experience. Saha's prior work includes roles at GLP Investment Services, LLC, and GLP and Associates Inc. Outside of advising, Saha is involved in life insurance and fixed/index annuity sales as an insurance agent. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm utilizes advanced asset allocation models and a range of strategies, including portfolio financing and synthetic borrowing, to tailor investment approaches.
Stefan R
Series 66
Farmington, MI
Asset Allocation Strategies, LLC
Stefan Ropp is a financial advisor at Asset Allocation Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has worked with GLP Investment Services, LLC and GLP & Associates, LLC since 2017. Outside of advisory services, he is involved in life insurance and fixed/index annuity sales as an insurance agent. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to both individual investors and institutional clients. The firm’s investment approach emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and employer retirement account advisory.
Andre' B
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers advanced portfolio financing options alongside traditional portfolio management.
Nicholas P
Series 66
Farmington, MI
Asset Allocation Strategies, LLC
Nicholas Pagano is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at GLP & Associates, Inc., Viridian Equity Partners, and Gainplan LLC. Outside of his advisory role, Pagano owns and operates businesses focused on selling travel club memberships and providing referral services to CPA firms. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm employs advanced strategic asset allocation methods and supplements portfolio management with financing options tailored to clients' liquidity and risk profiles.
Jodi R
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Jodi Rosen is an investment advisor representative at Asset Allocation Strategies, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations. Rosen has a background with GLP Investment Services, LLC and has been involved with GLP & Associates since 2008, where she also works as a licensed insurance agent focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced quantitative techniques in its strategic asset allocation process and offers supplemental services including 529 plan assistance and plan-sponsor investment policy reviews.
Stephen L
CFP®, Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Stephen Layman is a CFP® with 24 years of industry experience. He is associated with Asset Allocation Strategies, LLC since 2011 and has held roles at GLP Investment Services, LLC and GLP and Associates since the early 2000s. He is also involved in insurance and annuity sales through Layman Financial LLC and as an insurance agent at GLP & Associates. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm utilizes a strategic asset allocation process with quantitative techniques and offers services including employer-sponsored retirement account advice and portfolio financing options.
Kevin A
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Kevin Arends is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Asset Allocation Strategies since 2011 and also maintains roles with GLP Investment Services, LLC, GLP & Associates, and Advocacy Alliance Agency LLC. Outside of investment advising, he is active in life insurance and annuity sales through GLP & Associates and serves as president of Advocacy Alliance Agency, which sells health, accident, and life insurance. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional services including plan-sponsor investment policy reviews and portfolio financing strategies.
Steven L
Series 66
Farmington, MI
Asset Allocation Strategies, LLC
Steven Lusky is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 credential and 14 years of industry experience. He is also the vice president of Preferred Underwriters, an insurance agency, a role he has held since 1997. Lusky’s work history includes concurrent positions at both Asset Allocation Strategies and GLP Investment Services. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and offers supplemental services such as 529 plan assistance and investment policy reviews.
Richard B
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Richard Barden is a financial advisor with Asset Allocation Strategies, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with his current firm since 2011. Outside of his advisory role, he is a 50% owner of a family farming business, Barden Farm and Farm Markets, where he allocates significant time during the growing season. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, including both non‑high-net-worth and high-net-worth clients, as well as plan sponsors and trustees. The firm’s investment approach focuses on strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.
Darren W
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Darren Woolson is a financial advisor at Asset Allocation Strategies, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Morgan Stanley and Ameriprise Financial Services. He also serves as Director of Compliance at Asset Allocation Strategies, overseeing compliance matters. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and offers services including portfolio financing and third-party manager relationships.
Chris G
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Chris Goldner is a financial advisor with Asset Allocation Strategies, LLC in Farmington, MI, holding Series 63 and Series 65 credentials and with 15 years of industry experience. He has worked at Asset Allocation Strategies since 2016 and has been associated with GLP Investment Services and GLP & Associates since 2009. Outside of advising, he is involved as a member of Five Lakes Property Services, which manages short-term rental properties. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plans and plan-sponsor investment policy reviews.
Steven L
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Steven Levine is a financial advisor with Asset Allocation Strategies, LLC in Farmington, MI, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked with GLP Investment Services and GLP & Associates since the late 1990s. Levine is also president of SRL Retirement Investments, Inc., where he develops investment strategies and manages insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.
Kenny G
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Kenny Goldner is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asset Allocation Strategies since 2019 and is also associated with GLP Investment Services, LLC and GLP & Associates, LLC. Outside of advising, he is involved in life insurance and annuity sales and servicing through GLP & Associates. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment process emphasizes strategic asset allocation using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.
Todd O
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Todd Olson is a financial advisor at Asset Allocation Strategies, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Asset Allocation Strategies since 2020. Olson also serves as an insurance agent with GLP & Associates, focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to both non‑high-net-worth and high-net-worth individual investors, as well as plan sponsors and trustees. The firm uses advanced strategic asset allocation models and quantitative techniques implemented through model portfolios, ETFs, and third-party managers.
Joshua D
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Joshua De Los Santos is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Asset Allocation Strategies since 2017 and is also involved with North Lakeside Partners, LLC, a business formed to manage tax and payroll activities. Additionally, he serves as a committee member on the Lake Leann Property Owners Association, focusing on lake quality improvements. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and offers supplemental services such as 529 assistance and plan-sponsor investment policy reviews.
Jeffrey C
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Jeffrey Cartwright is a financial advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with GLP Investment Services and GLP & Associates. Cartwright also works as an insurance agent focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio financing options alongside traditional portfolio construction and rebalancing.
Scott B
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Scott Byrne is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Asset Allocation Strategies since 2011 and is also affiliated with GLP and Associates Inc and GLP Investment Services. Outside of his advisory roles, Byrne is a partner in an insurance and consulting firm focused on life insurance sales. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm uses a strategic asset allocation approach supported by quantitative techniques and offers services including employer-sponsored retirement plan advice and portfolio-based financing options.
Justin R
Series 66
Farmington, MI
Asset Allocation Strategies, LLC
Justin Rolnitzky is a financial advisor at Asset Allocation Strategies, LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Asset Allocation Strategies, GLP & Associates, and GLP Investment Services since 2012. In addition to his advisory role, he works as a licensed insurance agent focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach supported by quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.
Austin D
Series 63, Series 66
Farmington, MI
Asset Allocation Strategies, LLC
Austin Dahm is a financial advisor at Asset Allocation Strategies, LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Asset Allocation Strategies since 2012. In addition to his advisory role, Dahm is president of HRI, Inc., a professional services firm. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative models and implements portfolios through ETFs, model portfolios, and third-party managers.
Joe D
Series 63, Series 65
Farmington, MI
Asset Allocation Strategies, LLC
Joe Dahm is a financial advisor at Asset Allocation Strategies, LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with GLP Investment Services and GLP & Associates since 2001. Outside of his advisory work, he is involved with DAHM Editorial Services, LLC, a copy editing business. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs strategic asset allocation using advanced quantitative techniques and offers additional services such as 529 plan assistance and investment policy reviews.
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