Mid Michigan Insurance And Financial Services LLC

Mid Michigan Insurance And Financial Services LLC (CRD# 311449) is a financial advisory firm headquartered in Bay City, MI. They manage $4,750,000 in 68 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
815 E Midland St Suite 2, Bay City, MI 48706
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $69,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, MI

Financial Advisors at Mid Michigan Insurance And Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Erik Thompson, financial advisor Bay City MI
Erik J. Thompson
CRD#: 6701093
815 E Midland St Suite 2, Bay City, MI 48706

Erik Thompson (CRD# 6701093) is an Investment Advisor Representative working at Mid Michigan Insurance And Financial Services LLC in Bay City, MI and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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