Michael John Voorheis

Employer firm

Assuredpartners Investment Advisors CRD 309550

$3.88B regulatory AUM 226 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

• 12/2014 → 07/2018
  Investment Professionals Inc.
  San Antonio, TX
• 07/2018 → Present
  Chesme Capital Management
  Dewitt, MI
• 10/2024 → Present
  Assuredpartners Investment Advisors
  Tampa, FL

Previous Registrations

• 2018-07-31 → 2024-11-26
  Chesme Capital Management
  Dewitt, MI
• 2018-06-22 → 2018-07-17
  Ameriprise Financial Services, Llc
  Dexter, MI
• 2014-12-09 → 2018-07-17
  Investment Professionals, Inc.
  Chelsea, MI
  San Antonio, TX
  Chelsea, MI
  San Antonio, TX
  Kansas City, MO
  Downers Grove, IL
  Dexter, MI
  Chelsea, MI
• 2012-12-20 → 2014-12-01
  Citizens Securities, Inc.
  Owosso, MI
  Chesaning, MI
  Durand, MI
  Okemos, MI
  Pinckney, MI
  Brighton, MI
• 2009-04-29 → 2012-12-14
  Wells Fargo Clearing Services, Llc
  East Lansing, MI
  East Lansing, MI

Other Businesses

Chesme Capital Management, registered investment adviser firm

Exams

• S66 Uniform Combined State Law Examination
  2008-12-01

Other Names

• Michael J Voorheis