Straight Path Wealth Management

Straight Path Wealth Management (CRD# 148897) is a financial advisory firm headquartered in Jenison, MI. They manage $272,142,662 in 1,527 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
7699 Georgetown Center Drive, Jenison, MI 49428
http://www.straightpathwealth.com
By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    1,527
    ACCOUNTS
  • Average Account Value
    $178,220
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MI, NE, TX

Financial Advisors at Straight Path Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Matthew Boersen, financial advisor Jenison MI
Matthew B. Boersen
CRD#: 5700339
7699 Georgetown Center Drive, Jenison, MI 49428

Matthew Boersen (CRD# 5700339) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 14 years of experience in the finance industry.

2
Thomas Proos, financial advisor Jenison MI
Thomas J. Proos
CRD#: 3238215
7699 Georgetown Center Drive, Jenison, MI 49428

Thomas Proos (CRD# 3238215) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 24 years of experience in the finance industry.

3
Victoria Buffum, financial advisor Jenison MI
Victoria J. Buffum
CRD#: 7088902
7699 Georgetown Center Drive, Jenison, MI 49428

Victoria Buffum (CRD# 7088902) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 4 years of experience in the finance industry.

4
Jaycob Keuning, financial advisor Jenison MI
Jaycob J. Keuning
CRD#: 7168941
7699 Georgetown Center Drive, Jenison, MI 49428

Jaycob Keuning (CRD# 7168941) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 4 years of experience in the finance industry.

5
David Lutz, financial advisor Jenison MI
David A. Lutz
CRD#: 1811378
7699 Georgetown Center Drive, Jenison, MI 49428

David Lutz (CRD# 1811378) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 36 years of experience in the finance industry.

6
Madelyn Rozeboom, financial advisor Jenison MI
Madelyn K. Rozeboom
CRD#: 7168775
7699 Georgetown Center Drive, Jenison, MI 49428

Madelyn Rozeboom (CRD# 7168775) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has 1 year of experience in the finance industry.

7
Kenneth Welch, financial advisor Jenison MI
Kenneth J. Welch
CRD#: 7329182
7699 Georgetown Center Drive, Jenison, MI 49428

Kenneth Welch (CRD# 7329182) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 3 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals