Phyllis J. Wordhouse
Professional summary
Phyllis Jean Wordhouse, CFP®, who also goes by Phyllis Jean Veltman, is a registered financial advisor currently at WORDHOUSE WEALTH COACHING located in Wayland, Michigan.
Phyllis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Phyllis has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phyllis Jean Wordhouse's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
June 14, 2012 - Present
WORDHOUSE WEALTH COACHING
January 29, 2002 - December 31, 2011
WEALTH ADVISORS GROUP LLC.
November 7, 1997 - December 31, 2001
MEDALLION EQUITIES, INC.
September 13, 1996 - December 2, 1997
SOUTHERN CAPITAL SECURITIES, INC.
March 8, 1995 - September 24, 1996
KEOGLER, MORGAN & COMPANY, INC.
March 21, 1988 - February 23, 1995
MARINER FINANCIAL SERVICES, INC.
January 15, 1986 - March 24, 1988
KORN, WOMACK, STERN AND ASSOCIATES, INC.
November 25, 1985 - January 13, 1986
VALUE EQUITIES CORPORATION
October 2, 1984 - December 17, 1985
FSC SECURITIES CORPORATION
August 25, 1983 - January 3, 1985
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/26/2016)
(7/1/2019)
(3/27/2025)
(8/12/2025)
(6/14/2012)
(5/24/2019)
(10/10/2016)
(2/26/2025)
(2/26/2025)
Exams
Current Firm
WORDHOUSE WEALTH COACHING
CRD#: 159314 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
