Broker Dealer / RIA















Most financial planners can be categorized as brokers and/or investment advisor representatives. Brokers must be licensed and registered with a broker-dealer and investment advisor representatives must be licensed and registered with a registered investment advisor. We have chosen to work with Sigma; a sound broker-dealer and registered investment advisor with national reach headquartered in Ann Arbor, Michigan.     








Sigma Financial Corporation was established in 1983 and is headquartered in Ann Arbor, Michigan. It stands out as one of the nation's premier independent broker/dealers, with more than 600 registered representatives in all 50 states.



Sigma Planning Corporation (SPC) is a registered investment advisor offering comprehensive financial services with platforms that deliver flexible products and tools. SPC has over 2.3 billion in assets under management and has been ranked as one of the top 20 Largest Money Managers of 2015 in Southeast Michigan, as ranked by assets according to Crain's Detroit Business.

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