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Mpm Wealth Advisors CRD 104926
$1.04B regulatory AUM 1,118 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7429 International Drive Suite A, Holland, OH 43528-8623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2003-01-31 |
| OH | RA | APPROVED | 2003-01-22 |
Branch Locations
7429 International Drive Suite A, Holland, OH 43528-8623 • United States
7015 Lighthouse Way Suite 400, Perrysburg, OH 43551 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mpm Wealth Advisors, Inc. | Perrysburg | OH | 05/1997 | Present |
| Obs Insurance | Bowling Green | OH | 01/2008 | Present |
DBA OBS Insurance. Owns and operates OBS Insurance and is an agent for various insurance companies. I receive customary compensation resulting from implementing product transactions on behalf of advisory clients,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-09 |
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