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4341 S. Westnedge Avenue Suite 1201, Kalamazoo, MI 49008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-08-29 |
Branch Locations
4341 S. Westnedge Avenue Suite 1201, Kalamazoo, MI 49008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwest Michigan Wealth Management, Llc | Portage | MI | 08/2019 | Present |
| Southwest Michigan Financial | Portage | MI | 06/2019 | Present |
| Menards Inc | Eau Claire | WI | 06/2016 | 05/2019 |
Insurance and Retirement Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-10 |
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