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Michael R Macgillivray

Voisard Asset Management Group

Grand Rapids, MI

CRD 7734536

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Employer firm

Voisard Asset Management Group CRD 118048

$589M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Voisard Asset Management Group

99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-22
  • MI RA
    APPROVED
    Since 2024-11-22

Branch Locations

99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503 • 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
Voisard Asset Management Group Grand Rapids MI 05/2024 Present
Calvin University Grand Rapids MI 08/2023 05/2024
Cooper Davis Financial Group East Grand Rapids MI 05/2023 08/2023
Calvin University Grand Rapids MI 08/2022 05/2023
Strategies Wealth Advisors Grand Rapids MI 06/2022 08/2022
Calvin University Grand Rapids MI 08/2020 06/2022
Wegmans Food Markets Northborough MA 05/2020 08/2020
Whitinsville Christian School Northbridge MA 08/2016 05/2020
  • 05/2024 → Present
    Grand Rapids, MI
  • 08/2023 → 05/2024
    Calvin University
    Grand Rapids, MI
  • 05/2023 → 08/2023
    Cooper Davis Financial Group
    East Grand Rapids, MI
  • 08/2022 → 05/2023
    Calvin University
    Grand Rapids, MI
  • 06/2022 → 08/2022
    Strategies Wealth Advisors
    Grand Rapids, MI
  • 08/2020 → 06/2022
    Calvin University
    Grand Rapids, MI
  • 05/2020 → 08/2020
    Wegmans Food Markets
    Northborough, MA
  • 08/2016 → 05/2020
    Whitinsville Christian School
    Northbridge, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-22
  • S65 Uniform Investment Adviser Law Examination
    2024-11-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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