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Jacob William Loucks

Wealth For You Financial, LLC

Grand Blanc, MI

Charlotte, NC

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Current Employers
Wealth For You Financial, Llc

8323 Office Park Dr, Grand Blanc, MI 48439 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-06-10
NC RA APPROVED 2026-04-01
MI RA APPROVED 2026-03-30
  • SC RA
    APPROVED
    Since 2026-06-10
  • NC RA
    APPROVED
    Since 2026-04-01
  • MI RA
    APPROVED
    Since 2026-03-30

Branch Locations

8323 Office Park Dr, Grand Blanc, MI 48439 • United States

3540 Toringdon Way St. 200, Charlotte, NC 28277 • 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
Boryczka Inc. Davison MI 06/2016 08/2018
Tata Technologies Detroit MI 06/2019 08/2019
Greenville Country Club Greenville SC 03/2021 06/2021
Trust Thermal Asbestos Removal Davison MI 06/2021 08/2022
Upstate Granite Solutions Greenville SC 09/2021 04/2022
Barnett Financial And Tax Grand Blanc MI 06/2023 11/2023
Upstate Granite Solutions Greenville SC 09/2022 12/2022
Barnett Financial And Tax Grand Blanc MI 01/2023 09/2023
Cmc Construction Clarkston MI 12/2023 02/2024
Bob Jones University Greenville SC 08/2019 03/2021
Foguth Financial Group Brighton MI 02/2024 02/2026
Home Burton MI 03/2016 07/2019
Barnett Financial And Tax Charlotte NC 03/2026 Present
Wealth For You Financial Llc Charlotte NC 03/2026 Present
  • 06/2016 → 08/2018
    Boryczka Inc.
    Davison, MI
  • 06/2019 → 08/2019
    Tata Technologies
    Detroit, MI
  • 03/2021 → 06/2021
    Greenville Country Club
    Greenville, SC
  • 06/2021 → 08/2022
    Trust Thermal Asbestos Removal
    Davison, MI
  • 09/2021 → 04/2022
    Upstate Granite Solutions
    Greenville, SC
  • 06/2023 → 11/2023
    Barnett Financial And Tax
    Grand Blanc, MI
  • 09/2022 → 12/2022
    Upstate Granite Solutions
    Greenville, SC
  • 01/2023 → 09/2023
    Barnett Financial And Tax
    Grand Blanc, MI
  • 12/2023 → 02/2024
    Cmc Construction
    Clarkston, MI
  • 08/2019 → 03/2021
    Bob Jones University
    Greenville, SC
  • 02/2024 → 02/2026
    Foguth Financial Group
    Brighton, MI
  • 03/2016 → 07/2019
    Home
    Burton, MI
  • 03/2026 → Present
    Barnett Financial And Tax
    Charlotte, NC
  • 03/2026 → Present
    Wealth For You Financial Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-30
  • S65 Uniform Investment Adviser Law Examination
    2025-07-30
Other Names
  • Jacob W Loucks

View on SEC IAPD

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