How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

Services Offered
Investment Planning
Tax Planning
Comprehensive Financial Planning
Estate Planning
Insurance Planning
Employee and Employer Plan Benefits
Retirement Planning

1. FAMILY LIFE FINANCIAL SERVICE, 4121 OKEMOS ROAD #12, OKEMOS MI 48864; CATEGORY: INSURANCE; INVESTMENT-RELATED: YES; TITLE: AGENT; DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, FIXED/INDEXED ANNUITIES, TRADITIONAL LIFE INAURANCE, AND LONG TERM CARE INSURANCE.; START DATE: 6/1/1986; HOURS PER MONTH: 30; HOURS PER MONTH DURING TRADING HOURS: 30 2. FAMILY LIFE FINANCIAL SERVICES THIRD PARTY ADMINISTRATOR, 4121 OKEMOS ROAD SUITE 12, OKEMOS, MI 48864; CATEGORY: THIRD PARTY ADMINISTRATOR; INVESTMENT-RELATED: NO; TITLE: THIRD PARTY ADMINISTRATOR DUTIES: TPA SERVICE COLLECTS PAYROLL DEDUCTIONS FROM FEDERAL GOVERNMENT WORKERS AND APPLIES THEM TO FAMILY LIFE FINANCIAL SERVICES ACCOUNTS. START DATE: 10/1/1985; HOURS PER MONTH: 20; HOURS PER MONTH DURING TRADING HOURS: 20 3. FAMILY LIFE FINANCIAL SERVICES; CATEGORY: RETAIL, SERVICE INDUSTRY; INVESTMENT-RELATED: NO; TITLE: EMPLOYEE; DUTIES: SPEAK TO FEDERAL EMPLOYEES ABOUT THEIR GOVERNMENTAL BENEFITS. START DATE:3/1/1983; HOURS PER MONTH: 80; HOURS PER MONTH DURING TRADING HOURS: 80 4. D&L NURSERY, 5411 N WILLIAMSTON ROAD, WILLIAMSTON, MI 48895; CATEGORY: RETAIL; INVESTMENT-RELATED: NO; TITLE: OWNER; DUTIES: OWNS AND ASSISTS IN NURSERY. START DATE: 7/1/1998; HOURS PER MONTH: 15; HOURS PER MONTH DURING TRADING HOURS: 15 5. LAWRENCE EPPLE, 4121 OKEMOS ROAD STE 12, OKEMOS, MI 48864; CATEGORY: REAL ESTATE MANAGEMENT; INVESTMENT-RELATED: YES; TITLE: OWNER; DUTIES: OWNS AND MANAGES REAL ESTATE PROPERTY. START DATE: 3/1/1983; HOURS PER MONTH: 20; HOURS PER MONTH DURING TRADING HOURS: 20 6. WELD, LLC, 4121 OKEMOS ROAD, SUITE 12, OKEMOS, MI 48864; CATEGORY: REAL ESTATE RENTAL; INVESTMENT-RELATED: YES; TITLE: OWNER; DUTIES: ENTITY USED TO HOLD REAL ESTATE PROPERTIES. START DATE: 3/2013; HOURS PER MONTH: 4; HOURS PER MONTH DURING TRADING HOURS: 0 7. LAWRENCE EPPLE 4121 OKEMOS ROAD, SUITE 12, OKEMOS, MI 48864; CATEGORY: NOTARY; INVESTMENT-RELATED: NO; TITLE: NOTARY; DUTIES: NOTARIZE SIGNATURES; START DATE: 6/2001; HOURS PER MONTH: 1; HOURS PER MONTH DURING TRADING HOURS: 1 8. LLE Financial Services, Inc. aka LLE LLC, 4121 Okemos Rd, Ste 12, Okemos, MI 48864; Category: Non-Variable Insurance; Title: Owner; Entity uses to sell fixed insurance products; Start date: 5/9/1991, Approx. 8 hrs/mo, none during mkt hrs. INV REL: Y

FIRM INFORMATION

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Lawrence Lee Epple

Experience: 39 years / 3 firms

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