Douglas M. Newport

OUR INVESTMENT GUY

CLINTON TWP, MI

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CRD#: 4890612

Professional summary

Douglas Michael Newport, CFP®, who also goes by Doug Newport, Douglas M Newport, is a registered financial advisor currently at OUR INVESTMENT GUY located in Clinton Twp, Michigan.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Douglas has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug Newport | Douglas M Newport

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. Owner, Doug Newport Wealth Management, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 06/07/2018; 1% time spent during business hours; Conducted at branch; Investment related. 2. Fixed Insurance Sales; as of 07/01/2018; 10% time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Michael Newport'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 8, 2025 - Present

OUR INVESTMENT GUY

RIA

CRD#: 337411

CLINTON TWP, MI

Past

June 14, 2018 - August 18, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Clinton Township, MI

Past

June 14, 2018 - August 18, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Clinton Township, MI

Past

August 4, 2009 - June 29, 2018

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CLINTON TOWNSHIP, MI

Past

March 24, 2006 - June 29, 2018

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CLINTON TOWNSHIP, MI

Past

July 6, 2005 - March 1, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

STERLING HEIGHTS, MI

Past

January 1, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, 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

Michigan
(8/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/31/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/7/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/22/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OUR INVESTMENT GUY

DOUG NEWPORT WEALTH MANAGEMENT | OUR INVESTMENT GUY

CRD#: 337411 / SEC#:

Michigan

Registered Investment Advisory firm - (7/23/2025 Approved)

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Contact information

Main Address

Clinton Twp, MI

Mailing Address

Phone number

(586) 913-7003

Established

Firm type

Fiscal year end

# of Employees

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.

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Firm Stability Insights

Douglas M. Newport

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Michael Newport's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2009

Series 63

Date: 3/7/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2009

Series 6

Date: 12/22/2004

Current Firm

OUR INVESTMENT GUY

Contact information

Documents

Red Flags

Company Information

OUR INVESTMENT GUY

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