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325 W. Main St., Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-06 |
Branch Locations
457 Munson Ave, Traverse City, MI 49686 • United States
325 W. Main St., Brighton, MI 48116 • 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 |
|---|---|---|---|---|
| Hudson Agency | Traverse City | MI | 11/2015 | 07/2025 |
| Usa Financial Securities | Ada | MI | 12/2016 | 12/2022 |
| Creativeone Wealth | Overland Park | KS | 12/2022 | 07/2025 |
| Foguth Wealth Management | Brighton | MI | 07/2025 | Present |
| Foguth Financial Group | Brighton | MI | 07/2025 | Present |
Tim Alfieri is independently licensed to sell insurance and annuity products through various insurance companies with Foguth Financial Group. He spends roughly 40 hours per month of his time on this activity. This activity pays Tim Alfieri a commission that is separate from the advisory fees outlined in the firm's ADV Part 2A, Item 5. The additional compensation creates a financial incentive to recommend and sell the services to the firm's clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-12 |
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