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Holleigh J Urbanik

Mmg Wealth Management

Grand Haven, MI

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Current Employers
Mmg Wealth Management

Grand Haven, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-08
  • MI RA
    APPROVED
    Since 2024-09-08

Branch Locations

Grand Haven, MI • 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
Women's Wealth Boutique Grand Haven MI 10/2022 09/2024
Tri-Cities Family Ymca Grand Haven MI 05/2021 Present
Farmer's Insurance Grand Haven MI 10/2020 05/2022
Shape Corp. Grand Haven MI 02/2015 10/2020
Bayou Financial Planning, Llc Spring Lake MI 09/2024 Present
  • 10/2022 → 09/2024
    Women's Wealth Boutique
    Grand Haven, MI
  • 05/2021 → Present
    Tri-Cities Family Ymca
    Grand Haven, MI
  • 10/2020 → 05/2022
    Farmer's Insurance
    Grand Haven, MI
  • 02/2015 → 10/2020
    Shape Corp.
    Grand Haven, MI
  • 09/2024 → Present
    Bayou Financial Planning, Llc
    Spring Lake, MI
Previous Registrations
Other Businesses

10/2022, Not Investment Related, Notary Public Commission, 1 hr/mo, 1 hr during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18
Other Names
  • Holleigh J Swanson
  • Holleigh Swanson

View on SEC IAPD

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