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Benjamin Noel Webster

Aspire Wealth

Caledonia, MI

Okemos, MI

Advisor 123 LLC

Caledonia, MI

CRD 6476609

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Employer firm

Aspire Wealth CRD 307098

$74.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Aspire Wealth

5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States

Current Registrations

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

Branch Locations

5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States

2248 Mt. Hope Rd. Suite 2, Okemos, MI 48864 • United States

Advisor 123 Llc

5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States

Current Registrations

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

Branch Locations

5659 N Kraft Lake Dr, Caledonia, MI 49316 • 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
Retirement Wealth Advisors Grand Rapids MI 11/2016 10/2020
Formulafolio Investments, Llc Grand Rapids MI 08/2016 10/2020
Aspire Wealth Calendonia MI 01/2020 Present
Formulafolios Grand Rapids MI 08/2016 10/2020
Advisor 123 Llc Caledonia MI 09/2021 Present
  • 11/2016 → 10/2020
    Retirement Wealth Advisors
    Grand Rapids, MI
  • 08/2016 → 10/2020
    Formulafolio Investments, Llc
    Grand Rapids, MI
  • 01/2020 → Present
    Calendonia, MI
  • 08/2016 → 10/2020
    Formulafolios
    Grand Rapids, MI
  • 09/2021 → Present
    Caledonia, MI
Previous Registrations
Other Businesses

1.ADVISOR 123 LLC; INVESTMENT RELATED; SAME OFFICE LOCATION; MANAGING PARTNER/ IAR; SPENDS APPROX. 40 HRS/MTH DURING TRADING; PROVIDES SIGNALS TO OTHER INVESTMENT ADVISERS. 2.ASPIRE WEALTH; INVESTMENT RELATED; SAME OFFICE LOCATION; MANAGING MEMBER/IAR/INSURANCE AGENT; SPENDS APPRX 120 HRS/MTH DURING TRADING (100 HRS ADVISORY SERVICES AND 8 HRS INSURANCE); INVESTMENT ADVISORY SERVICES FIRM AND INSURANCE AGENCY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-07-24
S65 Uniform Investment Adviser Law Examination 2015-01-23
  • S63 Uniform Securities Agent State Law Examination
    2015-07-24
  • S65 Uniform Investment Adviser Law Examination
    2015-01-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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