Michael Holifield (CRD# 7531325) is an Investment Advisor Representative working at West Arbor Solutions, LLC in Petoskey, MI and has 1 year of experience in the finance industry.
CRD# 4799866
Huntington Financial Advisors
CRD# 5189159
Edward Jones
CRD# 21042
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Arbor Solutions, LLC | Petoskey, MI | Jun 2022 - Current | 1 |
| West Arbor Solutions, LLC | Petoskey, MI | Jun 2022 - Current | 1 |
| West Arbor Solutions, LLC | Petoskey, MI | Apr 2022 - Current | 1 |
| Levitate | Fort Wayne, IN | Nov 2019 - Current | 4 |
| Shindigz | Fort Wayne, IN | Feb 2020 - Jun 2021 | 1 |
| Unemployed | Petoskey, MI | Oct 2018 - Oct 2019 | 1 |
| Petoskey Plastics | Petoskey, MI | Dec 2016 - Sep 2018 | 1 |
| Shindigz | Fort Wayne, IN | Jul 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- MI
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$100,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.