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Kyle Daniel Henris

Freedom Formula Wealth Management

Rochester, MI

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Current Employers
Freedom Formula Wealth Management

Rochester, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-19
  • MI RA
    APPROVED
    Since 2026-02-19

Branch Locations

Rochester, 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
Henris Wealth Partners Llc Saginaw MI 12/2019 09/2021
Northwestern Mutual Mt Pleasant MI 08/2015 12/2019
Freedom Formula Wealth Management Llc Rochester MI 10/2025 Present
Life Beyond Lattes Llc Saginaw MI 07/2020 Present
Henris Capital Llc Rochester MI 01/2023 Present
Investceo Rochester MI 06/2023 Present
  • 12/2019 → 09/2021
    Henris Wealth Partners Llc
    Saginaw, MI
  • 08/2015 → 12/2019
    Northwestern Mutual
    Mt Pleasant, MI
  • 10/2025 → Present
    Freedom Formula Wealth Management Llc
    Rochester, MI
  • 07/2020 → Present
    Life Beyond Lattes Llc
    Saginaw, MI
  • 01/2023 → Present
    Henris Capital Llc
    Rochester, MI
  • 06/2023 → Present
    Investceo
    Rochester, MI
Previous Registrations
  • 2020-02-06 → 2021-09-14
    Henris Wealth Partners
    Saginaw, MI
Other Businesses

01/2023 Henris Capital LLC 30 N Gould St, Ste R, Sheridan, WY 82801 (Registered Agent) This business functions as a management company for acquiring interests in non-investment related businesses, such as digital marketing agencies, etc. Kyle Henris is the CEO of this company and dedicates less than 10 hours per week to general management oversight. These hours are not during securities trading hours. 07/2020 Life Beyond Lattes LLC 5154 Flaxton Dr, Saginaw, MI 48603 This business engages in digital course sales for online marketing and business training. The nature of the business is not investment related. Kyle Henris is the CEO of this company and engages less than 10 hours per week to its activities during non-securities trading hours. 06/2023 InvestCEO 112 Walnut Blvd, Unit 607, Rochester, MI 48307 This business is for the free day trading community to connect and chat about charts. Kyle Henris is owner of this business and devotes less than 10% of his time to this activity, none of which occurs during trading hours. FFWM clients are not solicited to participate in this activity. The nature of the business is not investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-08-07
  • S63 Uniform Securities Agent State Law Examination
    2015-08-07
Designations
Other Names
  • Kyle Henris

View on SEC IAPD

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