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259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Ridge Wealth Management, Llc | Kalamazoo | MI | 10/2014 | Present |
MERCANTILE BANK, NON-INVESTMENT RELATED, 310 LEONARD STREET NW, GRAND RAPIDS, MI 49504, BANKING, BOARD DIRECTOR, AS OF DEC. 2007, 16 HRS/MO, 8 HR/ MO DURING SECURITIES TRADING HOURS, BOARD MEMBER, REVIEW AND APPROVE LOANS, REVIEW AND APPROVE POLICIES.--- KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION INVESTMENT COMMITTEE, INVESTMENT RELATED, 6767 WEST O AVENUE, KALAMAZOO, MI 49009, COLLEGE FOUNDATION, TO PROVIDE STUDENT SCHOLARSHIPS, MEMBER, AS OF JULY 1, 2014, APPROXIMATELY 1 HR/MO, 1 HR/MO DURING TRADING HOURS, SERVE ON INVESTMENT COMMITTEE WHICH COLLECTIVELY MAKES PORTFOLIO MANAGEMENT RECOMMENDATIONS TO FULL BOARD.--- WESTERN MICHIGAN UNIVERSITY FOUNDATION INVESTMENT COMMITTEE, INVESTMENT RELATED, 1903 W MICHIGAN AVE, KALAMAZOO, MI 49008, COLLEGE FOUNDATION TO SUPPORT COLLEGE OPERATIONS, MEMBER, AS OF NOVEMBER 2021, MEMBER OF INVESTMENT COMMITTEE, 2 HRS/MO, 1 HR/MO DURING SECURITY TRADING HOURS, MONITOR INVESTMENT PORTFOLIO FOR FOUNDATION, RECOMMENDATIONS TO THE BOARD, FOUNDATION EMPLOYS CONSULTANT TO AID IN PORTFOLIO MANAGEMENT.
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