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503 E. Summit Street Suite 1B, Crown Point, IN 46307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-06-22 |
| TX | RA | APPROVED | 2021-06-22 |
| MI | RA | APPROVED | 2021-06-21 |
Branch Locations
503 E. Summit Street Suite 1B, Crown Point, IN 46307 • United States
4864 Arbutus Lane, Beulah, MI 49617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh Advisors | Crown Point | IN | 04/2021 | Present |
| Ib Wealth Management | Ionia | MI | 06/2020 | 12/2020 |
| Eaton Community Bank | Charlotte | MI | 05/2019 | 08/2019 |
| Msu Federal Credit Union | East Lansing | MI | 12/2018 | 04/2019 |
| Msu Federal Credit Union | East Lansing | MI | 05/2018 | 12/2018 |
| Voutsaras Financial | East Lansing | MI | 06/2017 | 08/2017 |
| Student | Lansing | MI | 06/2009 | 06/2017 |
| Student | Lansing | MI | 08/2017 | 05/2018 |
| Student | Lansing | MI | 08/2019 | 05/2020 |
| Rush On Investments, Llc | Lansing | MI | 06/2020 | 12/2022 |
| Northwestern Mutual | Milwaukee | WI | 01/2021 | 06/2021 |
| Walsh Advisors | Crown Point | IN | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-19 |
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