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Ferris Financial Services, L.l.c. CRD 330890
$29.2M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4300 W. Sugnet Rd., Midland, MI 48640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferris Financial Services, L.L.C. | Midland | MI | 05/2024 | Present |
| Corey T. Ferris, Sole Proprietor | Midland | MI | 04/2024 | Present |
| Ferris Real Estate Holdings Llc | Midland | MI | 04/2024 | Present |
| Hantz Financial Services, Inc. | Midland | MI | 05/2006 | 05/2024 |
Name: Corey T. Ferris, Sole Proprietor Investment related: yes Address: Midland, MO Nature: Insurance and Tax Position: Insurance Agent/Tax Advisor Start: 04/2024Hours/month: 90 Hours during securities trading: 45
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-06 |
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