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13561 S. West Bay Shore Dr. Suite 200, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
13561 S. West Bay Shore Dr. Suite 200, Traverse City, MI 49684 • United States
13561 S. West Bay Shore Dr. Ste. 200, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
13561 S. West Bay Shore Dr. Ste. 200, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isadore Private Wealth, Llc | Traverse City | MI | 07/2014 | Present |
| Isadore Retirement Group, Llc | Traverse City | MI | 07/2017 | Present |
Neil is the managing member and owner of Isadore Private Wealth, LLC (IARD#172107). Neil does not receive commissions, bonuses, or other compensation based on the sale of securities or other investment products, including any fees from the sale of mutual funds. Neil is an investment adviser representative with another investment advisory firm. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Isadore always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any Isadore representative in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-26 |
| S66 | Uniform Combined State Law Examination | 2003-01-20 |
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