Michael J. Voorheis

ASSUREDPARTNERS INVESTMENT ADVISORS

DeWitt, MI 48820

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CRD#: 5597439

Professional summary

Michael John Voorheis, AIF®, who also goes by Michael J Voorheis, is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Dewitt, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael J Voorheis

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.

Chesme Capital Management, registered investment adviser firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Voorheis'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 21, 2024 - Present

ASSUREDPARTNERS INVESTMENT ADVISORS

Office #1: 240 South Bridge Street Suite 110, Dewitt, MI 48820

RIA

CRD#: 309550

DeWitt, MI

Past

July 31, 2018 - November 26, 2024

CHESME CAPITAL MANAGEMENT

RIA

CRD#: 288631

DEWITT, MI

Past

June 22, 2018 - July 17, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Dexter, MI

Past

June 22, 2018 - July 17, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Dexter, MI

Past

December 9, 2014 - July 17, 2018

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

Chelsea, MI

Past

December 8, 2014 - July 17, 2018

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

Chelsea, MI

Past

December 20, 2012 - December 1, 2014

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

OWOSSO, MI

Past

December 19, 2012 - December 1, 2014

CITIZENS SECURITIES, INC.

CRD#: 39550

OWOSSO, MI

Past

April 29, 2009 - December 14, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

EAST LANSING, MI

Past

November 12, 2008 - December 14, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

EAST LANSING, 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".

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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
(10/21/2024)

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: 12/1/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/11/2008

General Securities Representative Examination

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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Contact information

Main Address

4600 W. Cypress Street Suite 405, Tampa, FL 33607

Mailing Address

Phone number

(407) 708-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSUREDPARTNERS INVESTMENT ADVISORS ADV PART 2A SEPT 2, 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	3,759
AUM (Assets Under Management)	$ 3,251,947,155

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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Advisor Monitoring

Firm Stability Insights

Michael J. Voorheis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Voorheis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHESME CAPITAL MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ASSUREDPARTNERS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2008

SIE

Date: 7/17/2018

Series 7

Date: 11/11/2008

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSUREDPARTNERS INVESTMENT ADVISORS

TRUST BUT VERIFY

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