ML
Michele M. Laws
PORTSIDE WEALTH GROUP
Swansea, IL 62226
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CRD#: 4393923
ML
Professional summary
Michele Marie Laws, who also goes by Michele Marie Caminiti, Michele Marie Marciniak, Michele Marie Worth, Michelle M Worth, is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Swansea, Illinois.
Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michele has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michele Marie Caminiti | Michele Marie Marciniak | Michele Marie Worth | Michelle M Worth
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.
1. 08/2012- PRESENT; TURNING POINT FINANCIAL (fka-SW WEALTH STRATEGIES) - MICHELLE LAWS,DBA, 45 HOURS TOTAL, 40 DURING TRADING HOURS, OFFERING LIFE HEALTH AND ANNUITY AND MEDICARE SERVICES. INVESTMENT RELATED DURING TRADING HOURS. 2. 02/2023- PRESENT; NACVA LITIGATION FORENSIC BOARD MEMBER; NON INVESTMENT RELATED; ATTEND MEETINGS, NO PAY; 1HR PER QRTR 3. Mind Money and Law; Non-Investment Related; Swansea, IL; Divorce Workshop; Speaker; 05/2018; 0% during business hours; Divorce workshop once a month with myself, attorney and mental health professional. Monthly speaker 4. Divorce Dollars; Non-Investment related; Swansea, IL; Divorce Analysis; Board member; 07/2012; 10% during business hours; Board member position with NACVA as litigation forensics member. Monthly phone calls, assist board with decisions. 5. MML Holdings LLC; Non-Investment Related; Swansea, IL; Holding Company for Real Estate; 100% Owner; 09/2019; 1% during business hours; Company that holds the ownership of the new office building suite we are buying. MML holdings will receive money in the form of rent. 6. Bonnie Rafeedie Tax and Accounting; Non-Investment Related; Fairview Heights, IL; Tax Preparation; 03/2022; 1% of Income. Will assist head accountant in tax preparation during tax season. 7. Divorce Financial Coaching: Owner: 10/2023 Provide financial coaching about divorce needs. Non investment related. 2% of income and 5hrs per month. 8. Simply Numbers: Owner 6 /2023: providing clients with forensic business evaluations. Non Investment related, 1% of income and 2hrs per month.
CRS (Client Relationship Summary) - RIA
Click below to view Michele Marie Laws'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®
NoneExperience
Current
April 20, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
Office #1: 4010 N. Illinois St. Suite 1, Swansea, IL 62226RIA
CRD#: 325175
Swansea, IL
Past
February 28, 2019 - December 31, 2021
DFPG INVESTMENTS, LLC
BD
CRD#: 155576
SWANSEA, IL
Past
April 24, 2018 - June 13, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
Swansea, IL
Past
October 31, 2017 - May 8, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
O FALLON, IL
Past
October 31, 2017 - March 28, 2019
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
O Fallon, IL
Past
January 7, 2013 - October 31, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
O'FALLON, IL
Past
January 7, 2013 - October 31, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
O'FALLON, IL
Past
April 30, 2010 - September 6, 2012
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
ST LOUIS, MO
Past
April 6, 2009 - September 6, 2012
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
ST LOUIS, MO
Past
September 19, 2001 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
EDWARDSVILLE, IL
Past
September 19, 2001 - July 20, 2007
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
EDWARDSVILLE, IL
Past
May 16, 2001 - December 20, 2001
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
Registered Investment Advisory firm - (3/24/2023 Approved)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
Illinois(4/20/2023)
IAR
Texas(2/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
Registered Investment Advisory firm - (3/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3507 N University Ave Suite 150, Provo, UT 84604
Mailing Address
Phone number
(385) 412-1222
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,507 |
| AUM (Assets Under Management) | $ 1,125,318,236 |
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.
