Michael Joel Robertson

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 12/2003 → Present
  Spc
  Ann Arbor, MI

Other Businesses

1. WALT ROBERTSON & SON, INC; DBA: ROBERTSON FINANCIAL GROUP: ACCOUNTING, TAX AND PLANNING SERVICE. 2. ROBERTSON FINANCIAL SERVICES, INC.: OFFERS FINANCIAL SERVICES. 3. SALE OF INSURANCE THROUGH VARIOUS COMPANIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-06-11

Designations

• Certified Financial Planner