Jeffrey V Covert

Employer firm

Team Covert, LLC CRD 331269

$31.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2010 → 01/2019
  Hantz Financial Services, Inc.
  Southfield, MI
• 09/2019 → 05/2024
  Wealth For You Financial, Llc
  Grand Blanc, MI
• 01/2019 → 05/2024
  Barnett Financial & Tax, Inc.
  Grand Blanc, MI
• 04/2024 → Present
  Team Covert, Llc
  Auburn Hills, MI
• 06/2024 → Present
  Team Covert Financial & Tax Planning Group, Llc
  Auburn Hills, MI

Previous Registrations

• 2019-09-17 → 2024-05-31
  Wealth For You Financial, Llc
  Grand Blanc, MI
• 2015-07-29 → 2019-01-07
  Hantz Financial Services, Inc.
  Romeo, MI

Other Businesses

Name of the other business: Team Covert Financial & Tax Planning Group, LLC Investment-related: No Address: 2701 Cambridge Ct, Suite 401, Auburn Hills, MI 48326 Nature of the business: Tax Planning & Insurance Sales Position, title, or relationship with the other business: Owner, CPA, & Insurance Agent Start date: June 2024 Approximate hours/month: 43 Hours during securities trading hours: 43 Duties: recommending tax planning services & Insurance products

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-03-17
• S65 Uniform Investment Adviser Law Examination
  2015-03-11

Designations

• Certified Financial Planner