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MK

Maria J. Kuitula

WORDHOUSE WEALTH COACHING
Wayland, MI
Some features on this profile are disabled
CRD#: 1711640
MK

Professional summary

Maria Joy Kuitula, who also goes by Maria J Wordhouse, Maria Joy Wordhouse, is a registered financial advisor currently at WORDHOUSE WEALTH COACHING located in Wayland, Michigan.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Maria has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maria J Wordhouse | Maria Joy Wordhouse

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Joy Kuitula's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 14, 2012 - Present

WORDHOUSE WEALTH COACHING

RIA
CRD#: 159314
Wayland, MI
Past

December 15, 2009 - December 31, 2011

WEALTH ADVISORS GROUP LLC.

RIA
CRD#: 113187
PLYMOUTH, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/26/2016)
IAR
Georgia
(6/4/2019)
IAR
Indiana
(3/27/2025)
IAR
Maryland
(8/12/2025)
IAR
Michigan
(6/14/2012)
IAR
Ohio
(5/23/2019)
IAR
Oregon
(6/13/2014)
IAR
Texas
(2/26/2025)
IAR
Washington
(2/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/7/2009
Uniform Investment Adviser Law Examination

Current Firm

WW
WORDHOUSE WEALTH COACHING
WORDHOUSE WEALTH COACHING | WORDHOUSE WEALTH COACHING, LLC | WORDHOUSE WEALTH COACHING, INC

CRD#: 159314 / SEC#:

California
Registered Investment Advisory firm - (2/26/2016 Approved)
Georgia
Registered Investment Advisory firm - (6/4/2019 Approved)
Indiana
Registered Investment Advisory firm - (3/27/2025 Approved)
Maryland
Registered Investment Advisory firm - (8/12/2025 Approved)
Michigan
Registered Investment Advisory firm - (6/12/2012 Approved)
Ohio
Registered Investment Advisory firm - (5/22/2019 Approved)
Oregon
Registered Investment Advisory firm - (6/13/2014 Approved)
Texas
Registered Investment Advisory firm - (2/26/2025 Conditional Restricted)
Washington
Registered Investment Advisory firm - (2/25/2025 Approved)
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Contact information

Main Address
Wayland, MI
Mailing Address
Phone number
(616) 460-6518
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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.

Company Information

WORDHOUSE WEALTH COACHING

CRD#: 159314Wayland, MI

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