SL
Stanley J. Learman
ARBOR INVESTMENT MANAGEMENT
Lakewood, CO
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CRD#: 4378697
SL
Professional summary
Stanley Joseph Learman is a registered financial advisor currently at ARBOR INVESTMENT MANAGEMENT located in Lakewood, Colorado.
Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stanley has worked at 2 firms .
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.
MR. LEARMAN IS A MANAGING MEMBER OF ARBOR CAMPUS HOMES, LLC AND DUNE PROPERTIES, LLC, WHICH EACH HOLD ONE OR MORE RENTAL PROPERTIES SOUTHEASTERN MICHIGAN AREA. THE PROPERTIES OWNED BY THE ABOVE LLCS ARE MANAGED BY A THIRD PARTY PROPERTY MANAGER. MR. LEARMAN'S INVOLVEMENT IS LIMITED TO OVERSEEING THE FINAL ACCOUNTING AND ANNUAL TAX PREP FOR THE LLCS, WHICH TAKES AN EXTIMATED 2 HOUR PER MONTH, AND DOES NOT MATERIALLY IMPACT MR. LEARMAN'S RESPONSIBILITES AT ARBOR INVESTMENT MANAGEMENT. THE OFFICIAL ADDRESS FOR THE ABOVE NOTED LLCS IS THE SAME AS THAT FOR ARBOR INVESTMENT MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Joseph Learman'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®
NoneExperience
Current
August 16, 2010 - Present
ARBOR INVESTMENT MANAGEMENT
Office #2: 3400 Travis Pointe Rd., Ann Arbor, MI 48108RIA
CRD#: 154735
Lakewood, CO
Past
February 27, 1997 - December 31, 2010
ARBOR CAPITAL MANAGEMENT INC
RIA
CRD#: 111362
ANN ARBOR, MI
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".
AI
ARBOR INVESTMENT MANAGEMENT
ARBOR INVESTMENT MANAGEMENT | ARBOR INVESTMENT MANAGEMENT, LLC
CRD#: 154735 / SEC#: 801-130701
RIA
Registered Investment Advisory firm - (7/16/2024 Approved)Alaska
Registered Investment Advisory firm - (3/11/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/22/2024 Terminated)Florida
Registered Investment Advisory firm - (1/25/2023 Terminated)Michigan
Registered Investment Advisory firm - (8/6/2024 Terminated)Texas
Registered Investment Advisory firm - (7/20/2024 Terminated)Washington
Registered Investment Advisory firm - (8/21/2024 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.Highlighted states indicate IAR registrations
IAR
Alaska(8/16/2010)
IAR
Colorado(3/9/2018)
IAR
Michigan(8/16/2010)
IAR
Texas(3/10/2014)
IAR
Washington(5/28/2014)
Exams
Current Firm
AI
ARBOR INVESTMENT MANAGEMENT
ARBOR INVESTMENT MANAGEMENT | ARBOR INVESTMENT MANAGEMENT, LLC
CRD#: 154735 / SEC#: 801-130701
RIA
Registered Investment Advisory firm - (7/16/2024 Approved)Alaska
Registered Investment Advisory firm - (3/11/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/22/2024 Terminated)Florida
Registered Investment Advisory firm - (1/25/2023 Terminated)Michigan
Registered Investment Advisory firm - (8/6/2024 Terminated)Texas
Registered Investment Advisory firm - (7/20/2024 Terminated)Washington
Registered Investment Advisory firm - (8/21/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3400 Travis Pointe Rd. Suite E, Ann Arbor, MI 48108
Mailing Address
Phone number
(734) 645-3622
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 91 |
| AUM (Assets Under Management) | $ 132,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
