Best Investors Account Sign in
Inactive

Phyllis Jean Wordhouse

Wordhouse Wealth Coaching

Wayland, MI

Claim This Profile
Current Employers
Wordhouse Wealth Coaching

Wayland, MI • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
Wordhouse Wealth Coaching Grand Rapids MI 01/2008 Present
Previous Registrations
  • 2002-01-29 → 2011-12-31
    Wealth Advisors Group Llc.
    Canton, MI
Exams
CodeExamDate
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
Other Names
  • Phyllis Jean Veltman

View on SEC IAPD

More in Wayland, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor