Michael Hartman, financial advisor Northville MI
83 score

Michael Hartman

CRD Number: 3058592
Current Firm: Great Lakes Wealth, LLC

Michael Hartman (CRD# 3058592) is an Investment Advisor Representative working at Great Lakes Wealth, LLC in Northville, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Great Lakes Wealth, LLC Northville, MI Jul 2016 - Current < 1
Purshe Kaplan Sterling Investments Albany, NY Jun 2016 - Current < 1
Ubs Financial Services Inc. Farmington Hills, MI Jun 2008 - Jul 2016 8
Chase Investment Services Corp. Chicago, IL Jul 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Jul 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael P. Hartman
Phone Number: (248) 345-3225
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

MI

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BADGES
83

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