Jeremy Shafer is a CFP-designated registered investment advisor, based in Midland, MI, with 6 years of industry experience.
Location
2401 Eastlawn Dr, Midland, MI, 48642
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Jeremy owns rental property and oversees its finances since early 2025. This activity requires minimal time.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
October 2025 - Present · 11 mos
Wealth Enhancement Advisory Services, LLC
April 2025 - Present · 1 yr 5 mos
Previous Registrations
Rfm Financial Solutions, LLC
September 2012 - April 2015 · 2 yrs 7 mos
Primevest Financial Services, INC.
February 2010 - September 2012 · 2 yrs 7 mos
Primevest Financial Services, INC.Broker
April 2009 - September 2012 · 3 yrs 5 mos
State Registrations1 state
MI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.