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Cyle Gillman

6 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

Cyle Gillman is a registered investment advisor, based in Ann Arbor, MI, with 6 years of industry experience.

Location

300 Parkland Plaza, Ann Arbor, MI, 48103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Cyle owns Northern Michigan Insurance and Financial LLC, Northern Michigan Health Insurance Plus (selling life and health insurance, taking about half of his time), and DBA IvoryGrey Financial Strategies. He also provides financial services and life insurance through Strategic Planning Concepts and works as a bookkeeper for J Wykoff Contracting LLC.

Employment History
Current Registrations
Sigma Financial CorporationBroker
January 2025 - Present · 1 yr 4 mos
Spc
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Parkland Securities, LLCBroker
April 2024 - December 2024 · 8 mos
The Huntington Investment CompanyBroker
February 2023 - April 2024 · 1 yr 2 mos
Huntington Financial Advisors
February 2023 - April 2024 · 1 yr 2 mos
Edward Jones
August 2019 - February 2023 · 3 yrs 6 mos
Edward JonesBroker
July 2019 - February 2023 · 3 yrs 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cyle Gillman - Financial Advisor | TrueAdvisor