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TH

Tommi E. Harris

ECOS WEALTH ADVISORS
CLARKSTON, MI 48346
Some features on this profile are disabled
CRD#: 4681997
TH

Professional summary


Tommi Elizabeth Harris, who also goes by Tommi Elizabeth Haden, Tommi Haden, is a registered financial advisor currently at ECOS WEALTH ADVISORS located in Clarkston, Michigan.

Tommi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Tommi has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tommi Elizabeth Haden | Tommi Haden

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.
Insurance Agent - President of VERDE Insurance Agency LLC, 5900 Lorac Dr. Suite 103, Clarkston, MI 48346 SINCE 7/2008. APPROXIMATELY 2 hours per month.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Tommi Elizabeth Harris'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

November 29, 2023 - Present

ECOS WEALTH ADVISORS

Office #1: 5900 Lorac Suite #103, Clarkston, MI 48346
RIA
CRD#: 328271
CLARKSTON, MI
Past

October 8, 2010 - January 9, 2024

VERDE CAPITAL MANAGEMENT, INC.

RIA
CRD#: 147179
CLARKSTON, MI
Past

April 20, 2007 - June 3, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TROY, MI
Past

August 17, 2004 - January 16, 2007

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL

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
(4/7/2025)
IAR
Colorado
(1/31/2024)
IAR
Florida
(1/2/2025)
IAR
Michigan
(11/29/2023)
IAR
Ohio
(1/16/2024)
IAR
Texas
(12/18/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/15/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EW
ECOS WEALTH ADVISORS
ECOS WEALTH ADVISORS | ECOS WEALTH ADVISORS LLC

CRD#: 328271 / SEC#:

California
Registered Investment Advisory firm - (4/7/2025 Approved)
Colorado
Registered Investment Advisory firm - (1/31/2024 Approved)
Florida
Registered Investment Advisory firm - (1/2/2025 Approved)
Michigan
Registered Investment Advisory firm - (11/17/2023 Approved)
Ohio
Registered Investment Advisory firm - (1/15/2024 Approved)
Texas
Registered Investment Advisory firm - (12/18/2023 Conditional Restricted)
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Contact information


Main Address
5900 Lorac Suite #103, Clarkston, MI 48346
Mailing Address
Phone number
(248) 942-4842
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts500
AUM (Assets Under Management)$ 65,300,000

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


ECOS WEALTH ADVISORS

CRD#: 328271Clarkston, MI 48346

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