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429 S. Main Street, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Grand Rapids | MI | 12/2016 | 04/2018 |
| Cetera Advisors Llc | Caledonia | MI | 12/2014 | 12/2016 |
| Advize Wealth Management, Pllc | Grand Rapids | MI | 05/2018 | 01/2020 |
| Advize Wealth Management, Pllc | Rochester | MI | 01/2020 | Present |
| Wealthsource Partners, Llc | Anaheim Hills | CA | 03/2022 | 03/2022 |
Colin Overweg is licensed to sell life and health insurance and may engage in product sales with our Clients, for which he will receive additional compensation. Any commissions received through life or health insurance sales do not offset advisory fees the Client may pay for advisory services under AWM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-06 |
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