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Lori Jean Hannemann

Clear Ridge Wealth Management, LLC

Kalamazoo, MI

CRD 8168817

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Employer firm

Clear Ridge Wealth Management, LLC CRD 172689

$245M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Clear Ridge Wealth Management, Llc

259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-10-17
  • MI RA
    APPROVED
    Since 2025-10-17

Branch Locations

259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007 • 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
Clear Ridge Wealth Management Kalamazoo MI 11/2016 Present
Prince Of Peace Lutheran Church Portage MI 09/2013 06/2017
  • 11/2016 → Present
    Clear Ridge Wealth Management
    Kalamazoo, MI
  • 09/2013 → 06/2017
    Prince Of Peace Lutheran Church
    Portage, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-10-17
Other Names
  • Lori Jean Crandall

View on SEC IAPD

Nearby Firms

SLEEPING GIANT CAPITAL, LLC
MORGAN STANLEY
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Nearby Investors

THOMAS J SCAMPINI
ROBERT F TIGHE
Matthew Adam Kokinis

Nearby Offices

SLEEPING GIANT CAPITAL, LLC · KALAMAZOO, MI
MORGAN STANLEY · KALAMAZOO, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Kalamazoo, MI

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