LS INVESTMENT ADVISORS, LLC
Legal name: LSIA
CRD #146829 SEC #801-69340 BLOOMFIELD HILLS, MI 414-459-1759
SEC Registered
Total AUM
$916M
Discretionary
$916M
Employees
10
Clients
101
Accounts
410
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 2
- LEI
- 254900DBQX5O18K6YF32
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOSTAROFF, DANIEL | I | PRINCIPAL/MEMBER | NA | Control |
| WEST, MELANIE, MAYO | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST, MELANIE, MAYO | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST, MELANIE, MAYO | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST, MELANIE, MAYO | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST, MELANIE, MAYO | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST, MELANIE, MAYO | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST, MELANIE, MAYO | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEST, MELANIE, MAYO | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER-ACTIVE | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER-ACTIVE | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER-ACTIVE | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER, OWNER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER, OWNER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER, OWNER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER, OWNER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER, OWNER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER, OWNER | C | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER, OWNER | C | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMP, WILLIAM, FRANCIS | I | RETIRED | B | Control |
| CAMP, WILLIAM, FRANCIS | I | RETIRED | B | Control |
| CAMP, WILLIAM, FRANCIS | I | MANAGING MEMBER/MANAGING PARTNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| COMBS, KAREN, LYNN | I | PRINCIPAL/MEMBER | B | Control |
| COMBS, KAREN, LYNN | I | PARTNER/MEMBER | B | Control |
| COMBS, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| COMBS, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| COMBS, KAREN, LYNN | I | PARTNER/MEMBER | B | Control |
| COMBS, KAREN, LYNN | I | PARTNER/MEMBER | B | Control |
| COMBS, KAREN, LYNN | I | PARTNER/MEMBER | B | Control |
| COMBS, KAREN, LYNN | I | PARTNER/MEMBER | B | Control |
| COONEY, TIMOTHY, JAMES | I | PRINCIPAL/MEMBER | B | Control |
| COONEY, TIMOTHY, JAMES | I | PARTNER/MEMBER | B | Control |
| COONEY, TIMOTHY, JAMES | I | PARTNER/MEMBER | B | Control |
| COONEY, TIMOTHY, JAMES | I | PARTNER/MEMBER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER AND CHIEF BUSINESS OFFICER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER AND CHIEF BUSINESS OFFICER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER AND CHIEF BUSINESS OFFICER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER | B | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER, CHIEF BUSINESS OFFICER, OWNER | B | Control |
| KAYSER, JOANN, LYNN | I | CHIEF COMPLIANCE OFFICER, OWNER AND COO | B | Control |
| KAYSER, JOANN, LYNN | I | CHIEF COMPLIANCE OFFICER, OWNER AND COO | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, OWNER, COO | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, OWNER, COO | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, OWNER, COO | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER | B | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER, CHIEF COMPLIANCE OFFICER, COO, OWNER | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER | B | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER, PRESIDENT, OWNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | MEMBER/MANAGING PARTNER | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | FORMER EMPLOYEE | B | Control |
| MCCLINTOCK, KAREN, LYNN | I | FORMER EMPLOYEE | B | Control |
| SHANK, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SHANK, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SHANK, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SHANK, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER/MEMBER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER-ACTIVE | B | Control |
| SHANK, MARK, ANDREW | I | EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER-ACTIVE | B | Control |
| SHANK, MARK, ANDREW | I | MEMBER/MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | PRINCIPAL/MEMBER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | PARTNER/MEMBER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | PARTNER/MEMBER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | PARTNER/MEMBER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | PARTNER/MEMBER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | PARTNER/MEMBER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | MEMBER/PARTNER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/WEALTH ADVISOR | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/WEALTH ADVISOR | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/WEALTH ADVISOR | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/WEALTH ADVISOR | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/WEALTH ADVISOR | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/WEALTH ADVISOR | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/WEALTH ADVISOR | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/WEALTH ADVISOR | B | Control |
| VAN CLEAVE, JAY, EDWIN | I | EXECUTIVE COMMITTEE MEMBER/WEALTH ADVISOR | B | Control |
| WELCH, GREGORY, ARTHUR | I | PRINCIPAL/MEMBER | B | Control |
| HOLLISTER, KRISTINE, M. | I | PRINCIPAL/MEMBER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | PARTNER/MEMBER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | PARTNER/MEMBER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | PARTNER/MEMBER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | PARTNER/MEMBER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | PARTNER/MEMBER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER/VP, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER/VP, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER/VP, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | MEMBER/PARTNER/DIRECTOR, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER/VP, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | EXECUTIVE COMMITTEE MEMBER/VP, BUSINESS MANAGEMENT | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | A | Control |
| HOLLISTER, KRISTINE, MICHELE | I | CHIEF BUSINESS OFFICER | A | Control |
| KAYSER, JOANN, LYNN | I | PRINCIPAL/MEMBER | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | PARTNER/MEMBER | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | PARTNER/MEMBER | A | Control |
| KAYSER, JOANN, LYNN | I | PARTNER/MEMBER | A | Control |
| KAYSER, JOANN, LYNN | I | PARTNER/MEMBER | A | Control |
| KAYSER, JOANN, LYNN | I | PARTNER/MEMBER | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/VP, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/VP, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/VP, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | MEMBER/PARTNER/DIRECTOR, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/VP, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | EXECUTIVE COMMITTEE MEMBER/VP, OPERATIONS | A | Control |
| KAYSER, JOANN, LYNN | I | CHIEF OPERATIONS OFFICER | A | Control |
| KAYSER, JOANN, LYNN | I | CHIEF OPERATIONS OFFICER | A | Control |
| KAYSER, JOANN, LYNN | I | CHIEF OPERATIONS OFFICER | A | Control |
| KAYSER, JOANN, LYNN | I | CHIEF COMPLIANCE OFFICER, OWNER AND COO | A | |
| KAYSER, JOANN, LYNN | I | CHIEF COMPLIANCE OFFICER, OWNER AND COO | A | |
| KAYSER, JOANN, LYNN | I | CHIEF COMPLIANCE OFFICER, OWNER AND COO | A | |
| KAYSER, JOANN, LYNN | I | CHIEF COMPLIANCE OFFICER, OWNER AND COO | A | |
| KAYSER, JOANN, LYNN | I | CHIEF COMPLIANCE OFFICER, OWNER AND COO | A | |
| KAYSER, JOANN, LYNN | I | CHIEF COMPLIANCE OFFICER, OWNER AND COO | A | |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | PARTNER/MEMBER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | PARTNER/MEMBER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | PARTNER/MEMBER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | PARTNER/MEMBER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | PARTNER/MEMBER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | MEMBER/PARTNER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/SR. PORTFOLIO MANAGER | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | A | Control |
| KOSTAROFF, DANIEL, JOSEPH | I | EXECUTIVE COMMITTEE MEMBER/PRESIDENT | A | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (15)
CA DC FL IA IL LA MA MD MI NC NE NH NY TX WI
Address
39533 WOODWARD AVENUESUITE 307
BLOOMFIELD HILLS, MI 48304-5106
United States
Phone: 414-459-1759