MM
Michael J. Markey
LFN ADVISORS
Muskegon, MI 49440
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CRD#: 5299347
MM
Professional summary
Michael J Markey JR, who also goes by Michael J Markey, is a registered financial advisor currently at LFN ADVISORS INC. located in Muskegon, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Michael has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael J Markey
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.INDEPENDENT INSURANCE AGENT;YES;1676 VIEWPOND DRIVE STE 2A KENTWOOD, MI 49508;FIXED INSURANCE SALES;INDPENDENT INSURANCE AGENT;4/2011;160;160;SALES OF FIXED INSURANCE PRODUCTS 2.3RD GENERATION DEVELOPMENT, LLC DBA LEGACY FINANCIAL NETWORK;YES;1676 VIEWPOND DRIVE STE 2A KENTWOOD, MI 49508; DBA;OWNER;1/2003;280;280;DBA FOR WHOLESALING AND INSURANCE AND SECURITIES SALES 3.LEGACY NETWORK PROPERTIES;CO-OWNER NO;1676 VIEWPOND DRIVE KENTWOOD, MI 49508;REAL ESTATE; BUILDING MAINTENANCE;11/2012;8;8;RESPONSIBLE FOR DAY TO DAY MANAGEMENT OF BUILDING 4. OECONOMOUS; NOT INVESTMENT RELATED; CO-FOUNDER; KENTWOOD, MI; TRANSITION PLANNING FOR ADVISORS; 5 HOURS PER MONTH. 5. LEGACY MEDIA COMPANY, LLC;NON-INVESTMENT RELATED; MANAGING MEMBER;KENTWOOD, MI; RADIO SHOW; STARTED 02/2019; 8 HOURS PER MONTH. 5. Trust Company Ownership, Waterway, Wilholt, Worfel, & Bronsink LLC, 11/2020 to Present, Guardian Fiduciary Services, 01/2022 to Present and CDM, 01/2022 to Present, Owner less than 5% of time is spent on these activities.
CRS (Client Relationship Summary) - RIA
Click below to view Michael J Markey JR'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
December 11, 2013 - Present
LFN ADVISORS INC.
Office #1: 700 Terrace Point Dr. Suite 325, Muskegon, MI 49440Office #2: 800 E. Ellis Rd Suite 243, Norton Shores, MI 49441Office #3: 56 E. Lakewood Drive Suite 30, Holland, MI 49424RIA
CRD#: 169361
Muskegon, MI
Past
April 13, 2011 - December 9, 2013
INTEGRITY ALLIANCE, LLC.
RIA
CRD#: 139627
KENTWOOD, MI
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".
LA
LFN ADVISORS INC.
LFN ADVISORS INC. | LFN ADVISORS LLC
CRD#: 169361 / SEC#: 801-114705
RIA
Registered Investment Advisory firm - (2/15/2019 Approved)Colorado
Registered Investment Advisory firm - (2/21/2019 Terminated)Michigan
Registered Investment Advisory firm - (2/19/2019 Terminated)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
Colorado(1/4/2016)
IAR
Michigan(12/11/2013)
IAR
Texas(2/19/2019)
Current Firm
LA
LFN ADVISORS INC.
LFN ADVISORS INC. | LFN ADVISORS LLC
CRD#: 169361 / SEC#: 801-114705
RIA
Registered Investment Advisory firm - (2/15/2019 Approved)Colorado
Registered Investment Advisory firm - (2/21/2019 Terminated)Michigan
Registered Investment Advisory firm - (2/19/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
700 Terrace Point Dr. Suite 325, Muskegon, MI 49440
Mailing Address
Phone number
(616) 589-4004
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 15,651,174 |
Red Flags
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Company Information
LFN ADVISORS INC.
CRD#: 169361Muskegon, MI 49440TRUST BUT VERIFY
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