Phyllis Jean Wordhouse

Employer firm

Wordhouse Wealth Coaching CRD 159314

293 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Wordhouse Wealth Coaching

Wayland, MI • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-08-12
IN	RA	APPROVED	2025-03-27
TX	RA	APPROVED_RES	2025-02-26
WA	RA	APPROVED	2025-02-26
GA	RA	APPROVED	2019-07-01
OH	RA	APPROVED	2019-05-24
OR	RA	APPROVED	2016-10-10
CA	RA	APPROVED	2016-02-26
MI	RA	APPROVED	2012-06-14

MD RA
APPROVED

Since 2025-08-12
IN RA
APPROVED

Since 2025-03-27
TX RA
APPROVED_RES

Since 2025-02-26
WA RA
APPROVED

Since 2025-02-26
GA RA
APPROVED

Since 2019-07-01
OH RA
APPROVED

Since 2019-05-24
OR RA
APPROVED

Since 2016-10-10
CA RA
APPROVED

Since 2016-02-26
MI RA
APPROVED

Since 2012-06-14

Branch Locations

Wayland, MI • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wordhouse Wealth Coaching	Grand Rapids	MI	01/2008	Present

01/2008 → Present

Wordhouse Wealth Coaching

Grand Rapids, MI

Previous Registrations

2002-01-29 → 2011-12-31

Wealth Advisors Group Llc.

Canton, MI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-07-29
S63	Uniform Securities Agent State Law Examination	1983-08-31

S65 Uniform Investment Adviser Law Examination

1998-07-29
S63 Uniform Securities Agent State Law Examination

1983-08-31

Designations

Certified Financial Planner

Other Names

Phyllis Jean Veltman

View on SEC IAPD