MB
Mykel A. Barnes
SPC
Grand Rapids, MI 49546
Some features on this profile are disabled
CRD#: 2822474
MB
Professional summary
Mykel Ajani Barnes, AIF® is a registered financial advisor currently at SPC located in Grand Rapids, Michigan and SIGMA FINANCIAL CORPORATION located in Grand Rapids, Michigan.
Mykel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Mykel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. Independent insurance agent appointed with various insurance companies for the sale of life, DI, LTC and Medicare supplements. 2. ASSISTING MY SPOUSE IN HER BUSINESS OF HELPING SMALL BUSINESSES DEVELOP AND IMPLEMENT BUSINESS PLANS. 3. AREA PASTOR WITH CHRISTIAN LIFE CENTER/STONES CHURCH 4. Member - Barits Group, LLC, Grand Rapids, MI. Ownership, rental and managing of residential rental properties. Start date: 12/28/15, approx. 4 hrs/mo with 50% during trading hours. Not investment related. 5. Deus Fortis Properties, LLC - sole member LLC. Owns building that houses my practice. Start date: 9/10/20, approx. 2 hrs/mo. Not investment related. 6. DBA - Victory Financial Group LLC - sole member LLC used for securities business through Sigma Financial. Start date: 9/10/20, approx. 160 hrs/mo, all mkt hrs. Also offering accounting/bookkeeping services as of February 2025. INV REL: Y 7. Trustee of family member's trust. Exercise trustee powers for the trust. Start date: 1/29/21, approx. 1 hr/mo, none during mkt hrs. INV REL: N 8. Sole Member / Resident Agent of The Victory Financial Insurance Agency LLC. Agency is reserved for future use for the sale of life, DI, LTC, Medicare and health insurance. Entity established 2/11/20. 0 hours currently spent.
CRS (Client Relationship Summary) - RIA
Click below to view Mykel Ajani Barnes'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®
Experience
Current
December 17, 2009 - Present
SPC
Office #1: 4139 Embassy Dr. Se, Grand Rapids, MI 49546RIA
CRD#: 110692
Grand Rapids, MI
Current
December 15, 2009 - Present
SIGMA FINANCIAL CORPORATION
Office #1: 4139 Embassy Dr. Se, Grand Rapids, MI 49546BD
CRD#: 14303
Grand Rapids, MI
Past
February 8, 2007 - November 6, 2009
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
COMSTOCK PARK, MI
Past
October 21, 2005 - November 6, 2009
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
COMSTOCK PARK, MI
Past
October 13, 1997 - October 25, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/3/2017)
RR
California(3/1/2019)
RR
Delaware(1/27/2025)
RR
District of Columbia(11/1/2024)
RR
Florida(1/5/2017)
RR
Georgia(7/8/2020)
RR
Indiana(12/18/2009)
RR
Kentucky(5/16/2024)
RR
Maryland(10/30/2025)
RR
Michigan(12/17/2009)
IAR
Michigan(12/17/2009)
RR
Mississippi(5/10/2024)
RR
New York(5/12/2024)
RR
North Carolina(5/15/2024)
RR
Ohio(5/22/2017)
RR
Oregon(1/9/2013)
RR
South Carolina(5/13/2024)
RR
Tennessee(7/25/2014)
IAR
Texas(5/15/2023)
RR
Virginia(7/7/2025)
RR
Washington(5/9/2024)
RR
Wisconsin(5/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,544 |
| AUM (Assets Under Management) | $ 5,655,661,675 |
Red Flags
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Company Information
SPC
CRD#: 110692Grand Rapids, MI 49546TRUST BUT VERIFY
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