How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

q4G0EfpMQq4

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Heather

ADVISOR PROFILE

Services Offered
Small Business Planning
Insurance Planning
Investment Planning
Elder Care
Retirement Planning
Comprehensive Financial Planning
Business Succession Planning

1. MICHIGAN FINANCIAL ADVISORS / MIDWEST FINANCIAL ADVISORS GROUP POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1998 ADDRESS: 40900 Woodward Ave, Suite 330, Bloomfield Hills MI 48304, United States; DESCRIPTION: Long Term Care and FixedInsurance options to clients and prospective clients where appropriate. Michigan Financial Advisors Corporation was started 1/01/1998 and will continue to use for tax purposes. Beginning 7/01/2018, we will be holding ourselves out to Clients as Midwest Financial Advisors Group on business cards and other stationary. This is consistent with our ADV. 2. MICHIGAN FINANCIAL ADVISORS CORPORATION / MIDWEST FINANCIAL ADVISORS GROUP POSITION: Owner NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1998 ADDRESS: 40900 Woodward Avenue, Suite 330, Bloomfield Hills MI 48304, United States; DESCRIPTION: Provide Financial Planning through our independent RIA, Michigan Financial Advisors Corporation. Michigan Financial Advisors Corporation was started 1/01/1998 and will continue to use for tax purposes. Beginning 7/01/2018, we will be holding ourselves out to Clients as Midwest Financial Advisors Group on business cards and other stationary. This is consistent with our ADV.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
vFjUHaDh2_g

FEEDBACK

Feedback Policy

Heather Renee Oneill

Experience: 33 years / 7 firms

© 2024 AdvisorCheck an AIMR Analytics company.  All Rights Reserved