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Gage Dee Harris

Wealth For You Financial, LLC

Grand Blanc, MI

CRD 7498705

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Employer firm

Wealth For You Financial, LLC CRD 305627

$65.0M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Wealth For You Financial, Llc

8323 Office Park Dr, Grand Blanc, MI 48439 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-30
MI RA APPROVED 2025-07-16
  • NC RA
    APPROVED
    Since 2025-09-30
  • MI RA
    APPROVED
    Since 2025-07-16

Branch Locations

8323 Office Park Dr, Grand Blanc, MI 48439 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colony Cleaners Lake Orion MI 05/2018 01/2022
Titan Wealth Advisors Bloomfield Hills MI 02/2022 08/2024
Barnett Financial & Tax Grand Blanc MI 08/2024 07/2025
Wealth For You Financial Llc Grand Blanc MI 07/2025 Present
Everest Collegiate Clarkston MI 08/2016 05/2020
Oakland University Auburn Hills MI 05/2020 08/2022
Rochester Christian University Rochester MI 08/2022 05/2024
  • 05/2018 → 01/2022
    Colony Cleaners
    Lake Orion, MI
  • 02/2022 → 08/2024
    Titan Wealth Advisors
    Bloomfield Hills, MI
  • 08/2024 → 07/2025
    Barnett Financial & Tax
    Grand Blanc, MI
  • 07/2025 → Present
    Grand Blanc, MI
  • 08/2016 → 05/2020
    Everest Collegiate
    Clarkston, MI
  • 05/2020 → 08/2022
    Oakland University
    Auburn Hills, MI
  • 08/2022 → 05/2024
    Rochester Christian University
    Rochester, MI
Other Businesses

Gage Dee Harris periodically teaches piano lessons in the evenings, offering instruction on a flexible schedule.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-03
  • S65 Uniform Investment Adviser Law Examination
    2025-07-03

View on SEC IAPD

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