MW
Michael S. Wiard
HORIZONS PLANNING
Ann Arbor, MI 48103
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CRD#: 5270589
MW
Professional summary
Michael Scott Wiard is a registered financial advisor currently at HORIZONS PLANNING CORPORATION located in Ann Arbor, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
LIFE, ACCIDENT & HEALTH INSURANCE AGENT LICENSE IN MICHIGAN, APRIL 2010, Owner/Self-employed, 50hrs/month - 35-40hrs during trading hours, BUSINESS OPERATED FROM HORIZONS PLANNING CORP.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Scott Wiard'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
August 25, 2010 - Present
HORIZONS PLANNING CORPORATION
Office #1: 250 W. Eisenhower Pkwy. Suite 140, Ann Arbor, MI 48103RIA
CRD#: 115179
Ann Arbor, 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
Michigan(8/25/2010)
IAR
Texas(4/25/2023)
Current Firm
HP
HORIZONS PLANNING CORPORATION
HORIZONS PLANNING CORPORATION
CRD#: 115179 / SEC#:
Illinois
Registered Investment Advisory firm - (11/5/2007 Terminated)Michigan
Registered Investment Advisory firm - (6/9/1986 Approved)Texas
Registered Investment Advisory firm - (4/25/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
250 W. Eisenhower Pkwy. Suite 140, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 761-3155
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 357 |
| AUM (Assets Under Management) | $ 70,012,228 |
Red Flags
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