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Mark Edward Fetterolf

My Financial Coach, LLC

Midland, MI

CRD 5903834

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Employer firm

My Financial Coach, LLC CRD 290344

$54.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
My Financial Coach, Llc

3320 Ridgecrest Road Suite 300, Midland, MI 48642 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-01-06
MI RA APPROVED 2025-01-06
  • HI RA
    APPROVED
    Since 2025-01-06
  • MI RA
    APPROVED
    Since 2025-01-06

Branch Locations

3320 Ridgecrest Road Suite 300, Midland, MI 48642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Midland MI 06/2015 03/2018
My Financial Coach, Llc Midland MI 03/2018 Present
My Financial Coach, Llc Midland MI 03/2018 Present
Previous Registrations
Other Businesses

Real Estate Ownership; Multi-Family; East Lansing, MI; Investment Related; Jan 2012/ Single Family; Midland, MI; Investment Related; June 2010/ Lot/Land; midland, MI; Not Investment Related; June 2014. Licensed insurance agent; INVESTMENT RELATED: YES; 3320 RIDGECREST RD, SUITE 300, MIDLAND, MI 48642; MARK FETTEROLF IS LICENSED TO SELL INSURANCE AND WILL BEGIN SELLING INSURANCE; DUTIES: SELL INSURANCE; 2019-07-16; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 1; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 3.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-27
  • S66 Uniform Combined State Law Examination
    2011-05-27
Other Names
  • Mark E Fetterolf

View on SEC IAPD

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