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Current Employers
Wealth Management Partners Llc

Cedar, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2021-07-14
IN RA APPROVED 2011-07-06
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2021-07-14
  • IN RA
    APPROVED
    Since 2011-07-06

Branch Locations

Cedar, MI • United States

Veterinary Financial Group Llc

Williamston, MI • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
MI RA APP_PEND_IARCE 2026-01-01
IN RA APPROVED 2021-08-26
TX RA APPROVED 2021-07-15
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • IN RA
    APPROVED
    Since 2021-08-26
  • TX RA
    APPROVED
    Since 2021-07-15

Branch Locations

Williamston, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Management Partners, Llc Williamston MI 10/2005 Present
Wmp Financial Services, Inc Williamston MI 09/2005 Present
Court One Athletic Club Okemos MI 12/2009 Present
Veterinary Financial Group Llc Williamston MI 01/2021 Present
Wealth Management Partners, Llc Williamston MI 11/2010 Present
Previous Registrations
  • 2002-04-24 → 2005-08-31
    Securian Financial Services, Inc.
    Lansing, MI
Other Businesses

1) WMP FINANCIAL SERVICES, OWNER, NON-INVESTMENT RELATED AND I ASSIST SMALL BUSINESS IN SETTING UP HEALTHCARE AND OTHER INSURANCE RELATED BENEFIT PROGRAMS. I OWN THE BUSINESS. STARTED IN 9/2005. 10 HRS/WEEK 2)COURT ONE ATHLETIC CLUB, AS AN EMPLOYEE AND I TEACH TENNIS ABOUT 4 HOURS A WEEK THERE. THE ADDRESS IS 2291 RESEARCH CIRCLE, OKEMOS MI 48864. I STARTED 12/2009.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-08
S63 Uniform Securities Agent State Law Examination 1998-07-07
  • S65 Uniform Investment Adviser Law Examination
    2007-10-08
  • S63 Uniform Securities Agent State Law Examination
    1998-07-07
Other Names
  • Daniel Joseph Otoole

View on SEC IAPD

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