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Richard Anderson Arbury

My Financial Coach, LLC

Midland, MI

CRD 7334891

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Employer firm

My Financial Coach, LLC CRD 290344

$54.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
My Financial Coach, Llc

3320 Ridgecrest Road Suite 300, Midland, MI 48642 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

3320 Ridgecrest Road Suite 300, Midland, MI 48642 • 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
None None MI 01/2011 02/2021
My Financial Coach, Llc Midland MI 02/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-04
  • S65 Uniform Investment Adviser Law Examination
    2021-01-04

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AVANTAX PLANNING PARTNERS, INC.

Nearby Investors

SHANNON MARIE ASTRIKE
Lexi Marie Astrike
Amee Marie Hughes

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · MIDLAND, MI
EDWARD JONES · MIDLAND, MI
AVANTAX PLANNING PARTNERS, INC. · Midland, MI

More in Midland, MI

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