Michael VoorheisCRD 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 9 years of experience in the finance industry.
Chisholm & Darden Investment Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Vintage Financial Services LLC
|Investment Professionals Inc.||San Antonio, TX||Dec 2014 - Current||3|
|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|
Total Assets Under Management634MILLIONS
Total Number of Accounts2,677ACCOUNTS
Average Account Value$236,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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