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2910 Lucerne Drive Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
2910 Lucerne Drive Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2017 | 07/2022 |
| Western Michigan University | Kalamazoo | MI | 09/2013 | 05/2017 |
| Hungerford Financial, Llc | Grand Rapids | MI | 08/2022 | Present |
| United Planners Financial Services | Scottsdale | AZ | 08/2022 | Present |
| Hungerford Financial | Grand Rapids | MI | 08/2022 | Present |
1.) HUNGERFORD FINANCIAL - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 08/2022 - INVESTMENT RELATED 2.) HUNGERFORD FINANCIAL - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - GRAND RAPIDS, MI - SINCE 08/2022 - INVESTMENT RELATED 3.) HUNGERFORD WEALTH - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 01/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
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