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Wendy A Morin

Foguth Wealth Management, LLC.

Shelby Township, MI

Brighton, MI

CRD 7624312

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Employer firm

Foguth Wealth Management, LLC. CRD 327434

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Foguth Wealth Management, Llc.

325 W. Main St., Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-17
  • MI RA
    APPROVED
    Since 2024-12-17

Branch Locations

45958 Schoenherr Rd., Shelby Township, MI 48315 • United States

325 W. Main St., Brighton, MI 48116 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sterling Heights MI 08/2022 Present
Utica Community Schools Sterling Heights MI 08/1995 07/2022
Bank Of America, N.A. Sterling Heights MI 11/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-09
  • S66 Uniform Combined State Law Examination
    2023-01-09
Other Names
  • Wendy Jamula Morin

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
KAIZEN WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.

Nearby Investors

CHRISTOPHER SCOTT OHLERT
FRED WILLIAM KOBLER
RENAE SHANNON KOBLER

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SHELBY TOWNSHIP, MI
KAIZEN WEALTH MANAGEMENT, LLC · SHELBY TOWNSHIP, MI
CITIZENS SECURITIES, INC. · SHELBY TOWNSHIP, MI

More in Shelby Township, MI

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