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Rochester, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-07 |
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