John G. Hirzel

STRATUS ADVISORY GROUP

Highland, MI 48357

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CRD#: 1561984

Professional summary

John Godfrey Hirzel, CFP®, who also goes by John Hirzel, is a registered financial advisor currently at STRATUS ADVISORY GROUP, INC. located in Highland, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. John has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Hirzel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) STRATUS FINANCIAL CORPORATION, HIGHLAND, MI, NOT INVESTMENT RELATED, SINCE 6/1986, PRESIDENT OF FIRM THAT PROVIDES TAX PLANNING, TAX PREPARATION, ACCOUNTING, AND CONSULTING SERVICES. 2.) STRATUS FINANCIAL SERVICES CORPORATION, HIGHLAND, MI, NOT INVESTMENT RELATED, SINCE 1/2010, PRESIDENT OF INSURANCE AGENCY. 3.) STRATUS HOLDINGS, LLC, NOT INVESTMENT RELATED, REAL ESTATE RENTAL, SINCE 07/2009, OWNER AND MEMBER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Godfrey Hirzel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

August 8, 2013 - Present

STRATUS ADVISORY GROUP, INC.

Office #1: 211 E. Livingston Road, Highland, MI 48357

RIA

CRD#: 167448

Highland, MI

Past

June 21, 1993 - September 15, 2000

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

May 2, 1991 - June 21, 1993

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

April 26, 1990 - September 21, 1990

REALTA EQUITIES, INC.

CRD#: 23769

WILMINGTON, DE

Past

September 29, 1986 - March 13, 1990

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/8/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/23/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/22/1993

General Securities Principal Examination

Current Firm

STRATUS ADVISORY GROUP, INC.

CRD#: 167448 / SEC#:

Michigan

Registered Investment Advisory firm - (8/7/2013 Approved)

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Contact information

Main Address

211 E. Livingston Road, Highland, MI 48357

Mailing Address

Phone number

(248) 684-5353

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	478
AUM (Assets Under Management)	$ 54,154,414

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John G. Hirzel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Godfrey Hirzel's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATUS ADVISORY GROUP, INC.

FSC SECURITIES CORPORATION

CADARET, GRANT & CO., INC.

REALTA EQUITIES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/23/1987

Series 7

Date: 9/20/1986

Series 24

Date: 9/22/1993

Current Firm

STRATUS ADVISORY GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATUS ADVISORY GROUP, INC.

TRUST BUT VERIFY

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