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MH

Michelle M. Hoexum

REVALUE LLC
Grand Rapids, MI
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CRD#: 5421343
MH

Professional summary


Michelle M Hoexum is a registered financial advisor currently at REVALUE LLC located in Grand Rapids, Michigan.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michelle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
Propeller LLC. 440 Morris Ave GR MI 49503; Independent contractor, Chief Growth Officer. Helping non-profits and start-ups with different revenue strategies, as it relates to sales and donations. 5-10 hours / month, paid. Non investment related;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michelle M Hoexum's CRS (Customer Relationship Summary).
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 16, 2019 - Present

REVALUE LLC

RIA
CRD#: 165499
Grand Rapids, MI
Past

March 25, 2015 - December 31, 2017

CENTENNIAL SECURITIES COMPANY, INC.

RIA
CRD#: 7763
JENISON, MI
Past

February 17, 2015 - December 31, 2017

CENTENNIAL SECURITIES COMPANY, INC.

BD
CRD#: 7763
JENISON, MI
Past

October 14, 2010 - June 3, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GRAND RAPIDS, MI
Past

September 17, 2010 - June 3, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GRAND RAPIDS, MI
Past

September 17, 2008 - August 4, 2010

COMERICA SECURITIES

RIA
CRD#: 17079
GRAND RAPIDS, MI
Past

March 12, 2008 - August 4, 2010

COMERICA SECURITIES

BD
CRD#: 17079
GRAND RAPIDS, 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".
RL
REVALUE LLC
RECONSIDER | REVALUE, INC. | REVALUE MICHIGAN LLC | REVALUE LLC

CRD#: 165499 / SEC#: 801-132390

RIA
Registered Investment Advisory firm - (4/15/2025 Approved)
California
Registered Investment Advisory firm - (5/31/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/5/2025 Terminated)
Massachusetts
Registered Investment Advisory firm - (5/1/2025 Terminated)
Michigan
Registered Investment Advisory firm - (5/8/2025 Terminated)
Missouri
Registered Investment Advisory firm - (5/1/2025 Terminated)
New York
Registered Investment Advisory firm - (5/1/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - (5/5/2025 Terminated)
Texas
Registered Investment Advisory firm - (5/1/2025 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
Michigan
(11/16/2019)
IAR
Texas
(7/22/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RL
REVALUE LLC
RECONSIDER | REVALUE, INC. | REVALUE MICHIGAN LLC | REVALUE LLC

CRD#: 165499 / SEC#: 801-132390

RIA
Registered Investment Advisory firm - (4/15/2025 Approved)
California
Registered Investment Advisory firm - (5/31/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/5/2025 Terminated)
Massachusetts
Registered Investment Advisory firm - (5/1/2025 Terminated)
Michigan
Registered Investment Advisory firm - (5/8/2025 Terminated)
Missouri
Registered Investment Advisory firm - (5/1/2025 Terminated)
New York
Registered Investment Advisory firm - (5/1/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - (5/5/2025 Terminated)
Texas
Registered Investment Advisory firm - (5/1/2025 Terminated)
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Contact information


Main Address
4337 E. Grand River Ave #299, Howell, MI 48843
Mailing Address
Phone number
(888) 642-2728
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (9 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANGELA BARBASH PART 2B SUPPLEMENT (3/12/2025)

Regulatory assets under management


Total Number of Accounts400
AUM (Assets Under Management)$ 103,938,905

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


REVALUE LLC

CRD#: 165499Grand Rapids, MI

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