Best Investors Account Sign in
Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

39555 Orchard Hill Place Suite 169, Novi, MI 48375 • 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
Fisher Retirement Services Livonia MI 01/1993 Present
Lpl Financial Llc Livonia MI 08/2007 Present
Wealthcare Advisory Partners Llc Dba Wealthcare Livonia Livonia MI 09/2018 Present
  • 01/1993 → Present
    Fisher Retirement Services
    Livonia, MI
  • 08/2007 → Present
    Lpl Financial Llc
    Livonia, MI
  • 09/2018 → Present
    Wealthcare Advisory Partners Llc Dba Wealthcare Livonia
    Livonia, MI
Other Businesses

(1) 08/03/2007: NO BUSINESS NAME - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - INDEPENDENT INSURANCE AGENT SELLING FIXED INSURANCE PRODUCTS (2) 09/29/2009: FISHER RETIREMENT SERVICES, LLC - INV REL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - 5% OF TIME SPENT (3) 04/23/2015: THE RETIREMENT COACH, LLC - INV REL - HOME BASED - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 04/01/2015 - 2 HR/MO NONE DURING SECS TRDG HRS (4) 9/13/2018 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/10/2018 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 09/10/2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 9/13/2018 - Wealthcare Advisory Partners - DBA: Wealthcare Livonia - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/10/2018 - 96 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Wealthcare Livonia, an independent investment advisor firm. I started this business activity in 09/10/2018. I expect to spend approximately 96 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 06/14/2019 - Wealthcare Management Services - Investment Related: Yes - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start OBA Date: 06/13/2019 - 5 Hours Per Month/1 Hours During Securities Trading. 7. 06/24/2019 - Wealthcare Advisory Partners, LLC - Investment related - At reported business location(s) - IAR - Registered Investment Advisor DBA - start date:06/14/2019 - 5 hrs/mo - 1 hr during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-05
S63 Uniform Securities Agent State Law Examination 1983-07-11
  • S65 Uniform Investment Adviser Law Examination
    2001-01-05
  • S63 Uniform Securities Agent State Law Examination
    1983-07-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Chester, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor