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429 S. Main Street, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Grand Rapids | MI | 05/2009 | 12/2017 |
| Benchmark Mortgage | Grand Rapids | MI | 01/2014 | 12/2023 |
| Blue Water Asset Management | Grand Rapids | MI | 02/2015 | Present |
| Redfield Financial Group | Grand Rapids | MI | 11/2011 | 03/2023 |
| Calder Capital, Llc | Grand Rapids | MI | 02/2017 | Present |
| Advize Wealth Management | Rochester | MI | 10/2025 | Present |
(1.) Scott Nicholson is licensed to sell life and health insurance and may engage in product sales with our Clients, for which he will receive additional compensation. Any commissions received through life or health insurance sales do not offset advisory fees the Client may pay for advisory services under AWM. (2.) RENTAL PROPERTY; Belding, MI; 50% OWNER; NON-INVESTMENT RELATED; AQUIRED 11/2023; 2-5 HOURS PER MONTH; NOT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-09 |
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