Advisor at Mid Michigan Insurance and Financial Services LLC
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
Mid Michigan Insurance and Financial Services LLC
Location
Auburn, IN 46706
Credentials
Series 66
Industry experience
6 years
Jeremy Watson is a financial advisor with Mid Michigan Insurance and Financial Services LLC in Auburn, IN, holding a Series 66 designation and six years of industry experience. He has worked at Regal Investment Advisors, LLC and American Senior Benefits since 2019, and previously at Bankers Life and Casualty from 2015 to 2019. Outside of his advisory role, he serves as a branch manager for American Senior Benefits. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm operates primarily on a non-discretionary basis, offering managed model-portfolio solutions through third-party managers, and integrates fundamental, technical, and cyclical analysis in its investment approach.
Based on Mid Michigan Insurance and Financial Services LLC
Based on Mid Michigan Insurance and Financial Services LLC
Fixed fee for financial planning and consulting services ranges from $0 (or waived) up to $10,000
Investment adviser representatives also act as insurance agents and receive commissions for insurance and annuity products
Hourly fee for financial planning and consulting services ranges from $0 (or waived) up to $500 per hour
Account minimum: $100 minimum platform fee may be passed on to client Minimum fee: Platform provider may impose a minimum fee of $100.00 per account Fee-only: Financial planning and consulting services offered under hourly fees up to $500/hour and fixed fees up to $10,000
408 South Main St
Auburn, IN 46706
Indiana
Regal Investment Advisors, LLC
2019 - Present (7 years)
American Senior Benefits
2019 - Present (7 years)
Bankers Life Securities
2019 - 2019 (1 year)
Bankers Life and Casualty
2015 - 2019 (4 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.
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CFP®, Series 63, Series 65
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AMI Investment Management Inc
CFP®, Series 66
Fort Wayne, IN
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CFP®, Series 66
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