Darrell Saathoff (CRD# 2858186) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ceros Financial Services Inc. | Rockville, MD | Aug 2021 - Current | 2 |
| Flexible Plan Investments, Ltd. | Bloomfield Hills, MI | Feb 2021 - Current | 3 |
| Ameritas Life Insurance Corp | Lincoln, NE | Sep 2020 - Current | 3 |
| Ameritas Investment Corp | Lincoln, NE | Sep 2020 - Current | 3 |
| Sequent Planning, LLC | Omaha, NE | Jan 2020 - Sep 2020 | < 1 |
| Senior Market Sales | Omaha, NE | Dec 2019 - Jun 2020 | < 1 |
| Ftj Fundchoice, LLC | Omaha, NE | Jan 2019 - Oct 2019 | < 1 |
| Northern Lights Distributors, LLC | Omaha, NE | Feb 2015 - Oct 2019 | 4 |
| Cls Investments, LLC | Omaha, NE | Feb 2015 - Dec 2018 | 3 |
| Pruco Securities, LLC | Lincoln, NE | Jul 2014 - Jan 2015 | < 1 |
| Prudential Insurance Company Of America | Lincoln, NE | Jul 2014 - Jan 2015 | < 1 |
| Fbl Marketing Serv LLC | West Des Moines, IA | May 2012 - Jul 2014 | 2 |
| Farm Bureau | West Des Moines, IA | May 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- NE
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Total Assets Under Management1,421MILLIONS
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Total Number of Accounts13,703ACCOUNTS
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Average Account Value$103,666
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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