Advisor at West Arbor Solutions, 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
West Arbor Solutions, LLC
Location
Petoskey, MI
Credentials
Series 65
Industry experience
3 years
One-time financial planning fee between $1,500 and $3,000 (negotiable)
2.0% annually
Insurance products sold for commission by advisory representatives as licensed insurance agents
Ongoing financial planning fee of $250 per month (negotiable)
Account minimum: $500,000 Fee-only: Ongoing financial planning at $250 per month (negotiable); One-time financial planning fee between $1,500 and $3,000 (negotiable)
West Arbor Solutions, LLC
2022 - Present (4 years)
West Arbor Solutions, LLC
2022 - Present (4 years)
West Arbor Solutions, LLC
2022 - Present (4 years)
Shindigz
2020 - 2021 (1 year)
Levitate
2019 - Present (7 years)
Unemployed
2018 - 2019 (1 year)
Petoskey Plastics
2016 - 2018 (2 years)
Shindigz
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Petoskey, MI
Edward Jones
ChFC®, Series 66
Boyne City, MI
Edward Jones
Series 66
Boyne City, MI
Edward Jones
ChFC®, Series 63, Series 65
Boyne City, MI
Don A. Slabaugh, LLC
Series 63, Series 66
Harbor Springs, MI
Meridian Asset Management
Series 65
Petoskey, MI
West Arbor Solutions, LLC
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