Levi Arthur Haight

Current Employers

Employment History

• 11/2015 → 07/2021
  Lpl Financial, Llc
  Grand Haven, MI
• 07/2021 → 09/2025
  Avantax Advisory Services
  Grand Haven, MI
• 07/2021 → 09/2025
  Avantax Investments Services, Inc.
  Grand Haven, MI
• 07/2021 → 07/2025
  Avantax Insurance Agency Llc
  Grand Haven, MI
• 02/2016 → Present
  Haight Wealth Properties, Llc
  Grand Haven, MI
• 01/2018 → Present
  Guardian Life Insurance
  Grand Haven, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-02 → 2025-09-05
  Avantax Advisory Services
  Grand Haven, MI
  Grand Haven, MI
  Grand Haven, MI
• 2015-12-01 → 2021-08-13
  Lpl Financial Llc
  Spring Lake, MI
  Fort Mill, SC
  Grand Haven, MI
• 2010-09-21 → 2015-12-01
  Msi Financial Services, Inc.
  Grand Rapids, MI
  Spring Lake, MI
  Grand Haven, MI
  Broadview Hts, OH
  Wyoming, MI
  Grand Rapids, MI
  Spring Lake, MI
  Southfield, MI

Other Businesses

1) Haight Wealth Group, LLC; Manager; This LLC is for tax purposes only. I use it to pay my employee's wages from it. It was what I was recommended to do.; NIR; HRS 0; HRS 0; 12/18/2015; 12 Washington St Grand Haven MI 49417; Manager. I set it up, now a lawyer maintains the books on it. I set it up for tax purposes. Outside of the name, nothing is required with the LLC. 2) Guardian Life Insurance; Insurance Sales & Service; Past Insurance Sales and service for Life and DI policies.; NIR; HRS 2; HRS 2; 01/02/2018; 12 Washington Street Grand Haven MI 49417; I take care of and service clients whom have Life and/or DI insurance with me from before my time with Avantax. 3) Haight Wealth Properties, LLC; Manager; I own the LLC that my building is placed in.; NIR; HRS 3; HRS 0; 02/18/2016; 12 Washington St Grand Haven MI 49417; As the manager of the LLC, I direct contractors to take care of work that needs to be done on the property. I receive monthly rent on the property that is direct deposited. 4) Rental Property; POS: Owner; NATURE: Farm and RV Rentals. We have Farm property that we developing for Hay growing and RV storage and Rentals. During the summer my family rents RV's and camper trailer for others enjoyment.; NIR; HRS 2; HRS: 0; START DATE: 12/10/2019; ADDR: 7705 Gooseneck Court West Olive MI 49460; My wife is the owner and she and I provide the funding for the Jericho farm and RV Rentals. I am not involved in the day to day operations. My family handles taking care of the RV's and the Rental process. 5) VALIANT WEALTH MANAGEMENT; Owner; This is the DBA that I use for my business. IR; HRS 20; HRS 20; 01/02/2016; 12 Washington St, STE 250, Grand Haven MI 49417, United States; I use this name for marketing and advertising my financial advisory business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-02
• S63 Uniform Securities Agent State Law Examination
  2004-06-21