RL
Reuben D. Levinsohn
WASHINGTON AVENUE ADVISORS
Lansing, MI 48910
Some features on this profile are disabled
CRD#: 5025764
RL
Professional summary
Reuben David Levinsohn is a registered financial advisor currently at WASHINGTON AVENUE ADVISORS located in Lansing, Michigan.
Reuben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Reuben has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.Outside Insurance; Not Investment Related; ; Selling individual and group fixed life insurance, disability income, long term care insurance and fixed annuities through various carriers; 2.L&P Properties LLC; Not Investment Related; Partner, commercial building rental; 12 hrs per month; 3.Blue Owl Coffee, LLC; Not Investment Related; Owner; 2 hrs per month; 4.SU(2) Systems; Not Investment Related; Investor, Board Member/Advisor 5.Sole Owner; RAM Properties, LLC; Investment Related: No; Loc: 805 Lantern Hill Drive; Desc: LLC for purposes of holding 3 remaining residential rental properties, currently for sale; Start date: 2002-01-01; during trading hrs: 1; 6.Agent; Michigan Group Benefits; Investment Related: No; Loc: 2900 West Rd Ste 222, East Lansing, MI. 48823; Desc: Health / medical benefits for businesses; Start date: 2020-06-01; during trading hrs: 1; % total yearly: 5; 7.Partner; LRS Properties, LLC; Investment Related: Yes: Loc: 600 W. St Joseph St, Lansing, MI48933; Desc: LLC for purposes of holding 1 commercial RE building with 2 other partners; Start Date: 2005-01-01; during trading hrs: 1; 8.Partner; LPT Holdings, LLC; Investment Related: Yes: Loc: 1146 S Washington Ave, Lansing, MI. 48910; Desc: LLC for purposes of holding commercial property, investment RE with 2 partners; Start Date: 2018-01-01; during trading hrs: 1; 9.Property Owner; Levinsohn Lake Home Rental; Investment Related: Yes: Loc: 19239 Maple St, Lake Ann, MI; Desc: My wife rents out our vacation home occasionally, for rental income to support expenses; Start date: 2012-01-01; during trading hrs: 1; % total yearly: 5; 10.Partner; L&P Properties, LLC; Investment Related: Yes; Loc: 1146 S Washington Ave, Lansing, MI. 48910; Desc: LLC for purposes of holding commercial Real Estate investment, with 2 partners; Start date: 2017-01-01; during trading hrs: 1; 11.Partner; Beemans Block, LLC; Investment Related: Yes; Loc: 1146 S Washington Ave, Lansing, MI 48910; Desc: LLC for purpose of holding commercial real estate, owner occupied as tenant, 4 partners, none are clients of mine or WAA; Start date: 2019-06-01; during trading hrs: 1; 12.Partner; REO 1000, LLC; Investment Related: Yes; Loc: 1000 S Washington Ave, Lansing, MI. 48910; Desc: LLC for purposes of holding 1 commercial property, RE investment, 4 partners; Start date: 2019-06-01; during trading hrs: 1; 13.Board Member; East Lansing DDA (Downtown Development Authority); Investment Related: No: Loc: City of East Lansing, MI 48823; Desc: Downtown Development Authority - City of East Lansing; Start date: 2019-10-01; during trading hrs: 2; 14.Area Director; Startup Grind Lansing; Investment Related: No; Loc: 1146 S Washington Ave, Lansing, MI. 48910; Desc: Monthly events organized for networking purposes in the local startup community, panel events and presentations by local businesses.; Start date: 2020-10-01; during trading hrs: 4; outside trading hrs: 4; 15. Exit Quotient Ventures; 2022-06-01; 1146 S Washington Avenue Lansing MI 48910 United States; co-Manager, co-GP; Is the business investment related: Yes; Hours per month devoted to business during trading hours: 60; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 20
CRS (Client Relationship Summary) - RIA
Click below to view Reuben David Levinsohn'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
April 20, 2020 - Present
WASHINGTON AVENUE ADVISORS
Office #1: 1146 South Washington Avenue, Lansing, MI 48910RIA
CRD#: 307002
Lansing, MI
Past
January 31, 2013 - May 7, 2020
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Lansing, MI
Past
January 28, 2013 - May 7, 2020
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Lansing, MI
Past
February 19, 2010 - February 14, 2013
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
LANSING, MI
Past
September 14, 2005 - February 14, 2013
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
LANSING, 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".
WA
WASHINGTON AVENUE ADVISORS
RUSHMAN WEALTH MANAGEMENT | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS
CRD#: 307002 / SEC#: 801-118372
RIA
Registered Investment Advisory firm - (4/17/2020 Approved)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
Florida(7/22/2020)
IAR
Indiana(4/20/2020)
IAR
Michigan(4/20/2020)
IAR
Ohio(4/20/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WA
WASHINGTON AVENUE ADVISORS
RUSHMAN WEALTH MANAGEMENT | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS
CRD#: 307002 / SEC#: 801-118372
RIA
Registered Investment Advisory firm - (4/17/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1146 South Washington Avenue, Lansing, MI 48910
Mailing Address
Phone number
(844) 678-1842
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,348 |
| AUM (Assets Under Management) | $ 286,572,737 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
