Michael HartmanCRD 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 19 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|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|
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
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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