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Paul Witt

3 Years of Experience
Midland, MI

Paul Witt is a registered investment advisor at Wittfit Financial LLC, based in Midland, MI, with 3 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

WittFit Financial encourages clients to complete a financial plan before seeking investment advisory services. WittFit Financial does not maintain assets under management.

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Location

5408 Wallbridge Lane, Midland, MI, 48640-2848

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History

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.

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Other Business Activities

Paul works as a Technical Leader at Dow Chemical, focusing on chemical reactors, optimization, and process modeling. This is a full-time commitment.

Employment History
Current Registrations
Wittfit Financial LLC
February 2023 - Present · 3 yrs 3 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.