Jeffrey V. Covert

TEAM COVERT

AUBURN HILLS, MI 48326

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CRD#: 5839123

Professional summary

Jeffrey V Covert is a registered financial advisor currently at TEAM COVERT, LLC located in Auburn Hills, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

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.

Name of the other business: Team Covert Financial & Tax Planning Group, LLC Investment-related: No Address: 27 South Squirrel Road, Suite 107, Auburn Hills, MI 48326 Nature of the business: Tax Planning & Insurance Sales Position, title, or relationship with the other business: Owner, CPA, & Insurance Agent Start date: June 2024 Approximate hours/month: 43 Hours during securities trading hours: 43 Duties: recommending tax planning services & Insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey V Covert'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®

None

Experience

Current

May 21, 2024 - Present

TEAM COVERT, LLC

Office #1: 27 South Squirrel Road, Suite 107, Auburn Hills, MI 48326

RIA

CRD#: 331269

AUBURN HILLS, MI

Past

September 17, 2019 - May 31, 2024

WEALTH FOR YOU FINANCIAL, LLC

RIA

CRD#: 305627

GRAND BLANC, MI

Past

February 15, 2017 - January 7, 2019

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

ROMEO, MI

Past

July 29, 2015 - January 7, 2019

HANTZ FINANCIAL SERVICES, INC.

RIA

CRD#: 46047

ROMEO, 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
(5/21/2024)

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

Series 63

Date: 3/17/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/11/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/2017

General Securities Representative Examination

Current Firm

TEAM COVERT, LLC

CRD#: 331269 / SEC#:

Michigan

Registered Investment Advisory firm - (5/16/2024 Approved)

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Contact information

Main Address

27 South Squirrel Road, Suite 107, Auburn Hills, MI 48326

Mailing Address

Phone number

(517) 898-5338

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 26,000,000

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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Jeffrey V. Covert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey V Covert's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEAM COVERT, LLC

WEALTH FOR YOU FINANCIAL, LLC

HANTZ FINANCIAL SERVICES, INC.

HANTZ FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/17/2017

Series 65

Date: 3/11/2015

SIE

Date: 10/1/2018

Series 7

Date: 2/15/2017

Current Firm

TEAM COVERT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TEAM COVERT, LLC

TRUST BUT VERIFY

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