Advisor at MMG Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MMG Wealth Management
Location
Grand Haven, MI
Credentials
Series 65
Industry experience
2 years
Holleigh Urbanik is a financial advisor at MMG Wealth Management with a Series 65 credential and two years of industry experience. She previously worked at Women's Wealth Boutique and Bayou Financial Planning, LLC. Outside of her advisory role, she holds a Notary Public Commission. MMG Wealth Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management and financial planning, combining passive and active strategies based on modern portfolio theory and offering access to various third-party money managers and advisory programs.
Based on MMG Wealth Management
Based on MMG Wealth Management
Financial Planning fixed fees range between $500 to $8,900, payable in installments and negotiable.
Insurance commissions may be earned by licensed professionals separately from advisory fees.
Starting at $375 per hour for ad hoc consulting work.
Fee-only: Investment management fees generally range between 0.50% and 1.50% annually, negotiable; Financial Planning fixed fees range from $500 to $8,900 (negotiable); Hourly consulting fees start at $375 per hour.
Grand Haven, MI
Michigan
Bayou Financial Planning, LLC
2024 - Present (2 years)
Women's Wealth Boutique
2022 - 2024 (2 years)
Tri-Cities Family YMCA
2021 - Present (5 years)
Farmer's Insurance
2020 - 2022 (2 years)
Shape Corp.
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nunica, MI
SkySail Wealth Management LLC
Series 63, Series 66
Grand Haven, MI
MSDR Partners, LLC
Series 63, Series 66
Grand Haven, MI
Abbit Management Corp
Series 63, Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
Series 65
Grand Haven, MI
Abbit Management Corp
Series 63, Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
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