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Matthew Stephen Smartt

Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI

CRD 6387517

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Employer firm

Henrickson Nauta Wealth Advisors, Inc. CRD 141201

$805M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Henrickson Nauta Wealth Advisors, Inc.

2325 Belmont Center Dr. Ne Suite A, Belmont, MI 49306 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-05-31
  • MI RA
    APPROVED
    Since 2016-05-31

Branch Locations

2325 Belmont Center Dr. Ne Suite A, Belmont, MI 49306 • 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
Triad Advisors, Inc. Norcross GA 01/2015 08/2024
Henrickson Nauta Wealth Advisors, Inc. Belmont MI 12/2014 Present
Osaic Wealth, Inc. Belmont MI 08/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-25
  • S66 Uniform Combined State Law Examination
    2015-11-25

View on SEC IAPD

Nearby Firms

EDWARD JONES
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USA FINANCIAL SECURITIES LLC

Nearby Investors

OLGA SIMAKOVA HEJL
Sara E Lewis
Adam Vincent Waleskowski

Nearby Offices

EDWARD JONES · BELMONT, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Belmont, MI
USA FINANCIAL SECURITIES LLC · BELMONT, MI

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