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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
| FL | RA | APPROVED | 2018-09-24 |
Branch Locations
Lake Orion, MI • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wiitala Financial Services | Lake Orion | MI | 09/2013 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 04/2015 | 09/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 09/2018 | Present |
(1) WIITALA FINANCIAL SERVICES, Title: OWNER, Description: INSURANCE SALES IS PART OF OVERALL REVIEW CLIENTS FINANCIAL POSITION. IT IS INTEGRAL PART OF THE BUSINESS PROCESS, INCLUDING SECURITY SALES. , Start Date: 07-20-2002, Address: LAKE ORION, MI, Investment-related? YES, Hours per month: 160, During trading hours: 160 (2) NATIONAL GOLD CONSULTANTS, Title: AGENT/ADVISOR, Description: INDEPENDENT AGENT, OFFERING GOLD AND SLIVER TO POTENTIAL CLIENTS WHOLESALE, Start Date: 06-13-2022, Address: 2 DIVISION STREET EAST, SUITE 201, BUFFALO, MN 55313, Investment-related? YES, Hours per month: 4, During trading hours: 2 (3) NORTHTECH AUTOMATION, LLC , Title: ENGINEERING / MAINTENANCE, Description: ENGINEERING / MAINTENANCE, MAINTENANCE REPAIRS FOR COMMERCIAL / RESIDENTIAL PROPERTIES , Start Date: 03-01-2020, Address: Lake Orion, MI , Investment-related? NO, Hours per month: 0, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-03 |
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