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1090 North 10Th Street Suite 210, Kalamazoo, MI 49009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-24 |
Branch Locations
Charlevoix, MI • United States
1090 North 10Th Street Suite 210, Kalamazoo, MI 49009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Portage | MI | 06/2006 | 10/2019 |
| Trunorth Capital Management | Kalamazoo | MI | 08/2023 | Present |
| Greenleaf Trust | Kalamazoo | MI | 01/2020 | 08/2023 |
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