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1106 S Kalamazoo Ave, Marshall, MI 49068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Financial Services | Marshall | MI | 05/2012 | 01/2025 |
| Wealth Ease Wealth Management Llc | Marshall | MI | 01/2025 | Present |
5/2011: Insurance Agent. Various carriers. Not investment related. Time spent= less then 10% per month. 12/2023: Party Time Events. Party rental business. Co-Owner. Not investment related. Time spent= 1-2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-03 |
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