Michael Voorheis, financial advisor Chelsea MI
93 score

Michael Voorheis

CRD Number: 5597439
Current Firm: Investment Professionals, Inc.

Michael Voorheis (CRD# 5597439) is an Investment Advisor Representative working at Investment Professionals, Inc. in Chelsea, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals Inc. San Antonio, TX Dec 2014 - Current 2
Cco Investment Services Corp. Owosso, MI Dec 2012 - Dec 2014 2
Wells Fargo Advisors LLC East Lansing, MI May 2009 - Dec 2012 3
Wachovia Securities East Lansing, MI Sep 2008 - May 2009 < 1
Informa Business Systems Flushing, MI Sep 2005 - Sep 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Michael J. Voorheis
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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