Michael Robert Chechel

Current Employers

Employment History

• 05/2007 → 12/2024
  Executive Financial Planning, Inc.
  Brighton, MI
• 02/2009 → 06/2017
  Invest Financial Corp
  Tampa, FL
• 02/2017 → 12/2020
  Executive Wealth Management, Llc
  Brighton, MI
• 09/2011 → 11/2017
  401(K) Gps, Inc.
  Brighton, MI
• 06/2017 → 12/2022
  Private Client Services Llc
  Brighton, MI
• 02/2017 → 12/2024
  Ewm Capital, Llc
  Brighton, MI
• 12/2020 → 05/2023
  Executive Wealth Management, Llc
  Brighton, MI
• 02/2021 → 12/2024
  Ewm Tax Solutions, Llc
  Brighton, MI
• 05/2023 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 10/2010 → 02/2017
  Executive Wealth Management, Llc
  Brighton, MI
• 12/2024 → Present
  Ep Wealth Advisors, Llc
  Brighton, MI

Previous Registrations

• 2010-10-29 → 2025-01-22
  Executive Wealth Management, Llc
  Brighton, MI
  Venice, FL
  Brighton, MI
  Siesta Key, FL
• 2013-12-03 → 2017-11-16
  401K Gps
  Brighton, MI
• 2010-05-18 → 2017-06-05
  Invest Financial Corporation
  Brighton, MI
• 2011-10-05 → 2013-12-24
  401(K) Gps, Inc.
  Brighton, MI
• 2005-03-31 → 2007-06-22
  Fifth Third Securities, Inc.
  Brighton, MI
  Bloomfield Hills, MI
  Auburn Hills, MI
  Brighton, MI

Other Businesses

1) Executive Financial Planning, Investment Related, 135 W. North St, Brighton, MI; Insurance Agent. Start Date 5//01/2007; 12 hrs/monthly, fixed insurance sales 2) MC3 Financial Planning Corp - Private Label, Not Investment Related, 1640 Hunters Lake Drive, Milford, MI 48380, Manage income and taxes, Owner, Start Date 10/30/2009, entity created to manage income and taxes, 8 hrs/monthly, 0 hrs/monthly during trading. 3) MJ Futures, LLC; Investment related; President - collect rent; start date 1/9/2017; second home to be occasionally used as rental property; 420 Beach Rd. Sarasota, FL 34242; 8 hours per month, 0 during trading. 4) EWM Tax Solutions, LLC, 135 W. North Street, Brighton, MI 48116. Owner, Start Date 02/01/2021, 0 hrs/mo/during trading hours. 5) NorthStreet Partners, LLC, Investment Related, commercial real estate, Owner, Start Date 02/01/2017, 4 hrs/monthly, 0 hours during trading, own office building. 6) EWM Capital, LLC, Not Investment Related, 135 W North St, Brighton, MI, Holding/Parent Company for Executive Wealth Management, LLC, EWM Investment Solutions, and Executive Financial Planning, Inc., Board of Managers, 12 hrs/monthly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-18
• S63 Uniform Securities Agent State Law Examination
  1997-04-25

Other Names

• Michael R Chechel