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236 1/2 E. Front St, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-06-06 |
| MI | RA | APPROVED | 2011-01-18 |
Branch Locations
236 1/2 E. Front St, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Wealth Management, Llc | Traverse City | MI | 02/1998 | Present |
1. I AM TREASURER OF F-11, INC, A SUBCHAPTER S CORPORATION THAT OPERATES A SMALL PRINTING COMPANY IN PETOSKEY, MI. 2. I AM ALSO THE SECRETAY OF THE WILLIAM A. FISHER, II FAMILY FOUNDATION, A 501C3 PRIVATE FOUNDATION CREATED BY MY MOTHER. 3. I AM THE CUSTODIAN OF 6 UGMA / UTMA ACCOUNTS FOR MY DAUGHTER AND 5 NEICES AND 1 NEPHEW. MY DAUGHTER'S NAME IS VICTORIA P. FISHER. MY NEICE'S NAMES ARE HANNAH P. FISHER, MADELINE P. FISHER, ZOE M. FISHER AND ALISON I. FISHER. MY NEPHEW'S NAME IS BROOKS T. FISHER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-25 |
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