Carl William Doerschler

Current Employers

Employment History

• 02/2007 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 05/2010 → 11/2021
  Rose Street Advisors, Llc
  Kalamazoo, MI
• 11/2021 → Present
  Doerschler & Associates Wealth Management Llc
  Mattawan, MI

Other Businesses

1) 54870 North Main Street, LLC; 54870 North Main Street, Kalamazoo, MI 49071; 12/2021; Managing Member; One-member LLC that owns commercial real estate where firm is located; Not Investment Related; 1 hour/month; 0 hours/month during business hours; Rental income from firm as tenant. 2) Doerschler & Associates Wealth Management, LLC; 54870 North Main Street, Kalamazoo, MI 49071; 12/01/2021; Owner/Financial Advisor; 50% owner, active involvement in day-to-day operations; Investment Related; 60 hours/month; 3 hours/month during business hours; Ownership, Expense Reimbursement; Profits, Wages/Salary. 3) Notary Public; Michigan Department of State, Office of the Great Seal, 7064 Crowner Drive, Lansing MI 48918; Notary; Investment-Related; Notary; Provide Notary Services as an impartial witness; 01/01/2024; 1 hour per month; 1 hour per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-17
• S63 Uniform Securities Agent State Law Examination
  1997-12-03