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5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 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
5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2015-01-23 |
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