Best Investors Account Sign in
Inactive

Jean-Claude Schultz Morisset

Trunorth Capital Management, LLC

Kalamazoo, MI

East Grand Rapids, MI

Claim This Profile
Current Employers
Trunorth Capital Management, Llc

1090 North 10Th Street Suite 210, Kalamazoo, MI 49009 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-04-27
  • MI RA
    APPROVED
    Since 2022-04-27

Branch Locations

1090 North 10Th Street Suite 210, Kalamazoo, MI 49009 • United States

East Grand Rapids, MI • 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
Plante Moran Financial Advisors Grand Rapids MI 05/2014 04/2022
Trunorth Capital Management, Llc Kalamazoo MI 04/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-23
  • S65 Uniform Investment Adviser Law Examination
    2018-08-23

View on SEC IAPD

Other Firms

SLEEPING GIANT CAPITAL, LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
LONG ROAD INVESTMENT COUNSEL, LLC
FIFTH THIRD SECURITIES, INC.
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

THOMAS J SCAMPINI
ROBERT F TIGHE
Matthew Adam Kokinis
Kristyn Marie Powers
RANDY BETTICH
DAVID PHILLIP GRALL
MICHELLE LYNDA COPENHAVER
SCOTT MATTHEW HEWITT

Other Offices

SLEEPING GIANT CAPITAL, LLC · KALAMAZOO, MI
MORGAN STANLEY · KALAMAZOO, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Kalamazoo, MI
LPL FINANCIAL LLC · KALAMAZOO, MI
LPL FINANCIAL LLC · KALAMAZOO, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Kalamazoo, MI
LONG ROAD INVESTMENT COUNSEL, LLC · KALAMAZOO, MI
FIFTH THIRD SECURITIES, INC. · KALAMAZOO, MI

More in Kalamazoo, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor