Clarkston, MI
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Michael is a co-owner and board member of White Glove Workshop, a marketing services company, dedicating a few hours per week. He is also a marketing consultant for Investwise Financial LLC, spending about 10-20% of his time. Finally, Michael is a successor trustee to a family trust, but spends minimal time on this activity.