True Blue Financial, LLC

True Blue Financial, LLC (CRD# 310841) is a financial advisory firm headquartered in Stevensville, MI. They manage $83,142,636 in 289 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
7889 Red Arrow Highway, Stevensville, MI 49127
http://linkedin.com/company/18439957
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $287,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, IL, IN, MI, TX

Financial Advisors at True Blue Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Lucas Brown, financial advisor Stevensville MI
Lucas M. Brown
CRD#: 4261145
7889 Red Arrow Highway, Stevensville, MI 49127

Lucas Brown (CRD# 4261145) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 23 years of experience in the finance industry.

2
Nicole Coar, financial advisor Stevensville MI
Nicole M. Coar
CRD#: 6034924
7889 Red Arrow Highway, Stevensville, MI 49127

Nicole Coar (CRD# 6034924) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 10 years of experience in the finance industry.

3
Victoria Holt, financial advisor Stevensville MI
Victoria L. Holt
CRD#: 5626481
7889 Red Arrow Highway, Stevensville, MI 49127

Victoria Holt (CRD# 5626481) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 14 years of experience in the finance industry.

4
Richard Martin, financial advisor Stevensville MI
Richard P. Martin
CRD#: 6819011
7889 Red Arrow Highway, Stevensville, MI 49127

Richard Martin (CRD# 6819011) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, 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.

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