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Hungerford Financial LLC CRD 249789
$492M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2910 Lucerne Drive Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-03-30 |
Branch Locations
2910 Lucerne Drive Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 02/2011 | Present |
| Daveport University | Grand Rapids | MI | 09/2010 | 07/2019 |
| Genesis Financial | Grand Rapids | MI | 09/2012 | Present |
| Hungerford Financial | Grand Rapids | MI | 05/2009 | Present |
| West Michigan Dwellings Llc | Caledonia | MI | 09/2015 | 12/2016 |
| Hanc Wealth Management Llc | Grand Rapids | MI | 01/2017 | Present |
| Thomas J Price | Grand Rapids | MI | 09/2017 | Present |
1.) GENESIS FINANCIAL - OWNER - NON-PUBLIC ENTITY USED FOR PERSONAL TAX PREPARATION - GRAND RAPIDS, MI - SINCE 09/2012 - NOT INVESTMENT RELATED 2.) HANC WEALTH MANAGEMENT LLC - DIRECTOR OF WEALTH MANAGEMENT - REGISTERED INVESTMENT ADVISOR - GRAND RAPIDS, MI - SINCE 01/2017 - INVESTMENT RELATED 3.) THOMAS J PRICE INDEPENDENT INSURANCE - OWNER - SALES OF LIFE, HEALTH, AND OTHER NON-VARIABLE INSURANCE - GRAND RAPIDS, MI - SINCE 09/2017 - INVESTMENT RELATED 4.) HUNGERFORD FINANCIAL - DIRECTOR OF WEALTH MANAGEMENT - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 06/2017 - INVESTMENT RELATED 5.) HUNGERFORD WEALTH - DIRECTOR OF WEALTH MANAGEMENT - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 01/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-11 |
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