Marguerite M. Tschirhart

VIMA

Troy, MI 48085

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CRD#: 6140713

Professional summary

Marguerite Mary Tschirhart, who also goes by Marguerite Tschirhart, is a registered financial advisor currently at VIMA, LLC located in Troy, Michigan.

Marguerite is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Marguerite has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marguerite Tschirhart

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.

Attorney. Sole-practitioner. Not investment related. Address: 2604 Rochester Rd. #5, Royal Oak, MI 48073 Health Insurance Business done is also done from this location.I spend approximately 20-25 hours monthly.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marguerite Mary Tschirhart'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

January 26, 2017 - Present

VIMA, LLC

Office #1: 46 East Square Lake Rd., Troy, MI 48085

RIA

CRD#: 148833

Troy, MI

Past

December 23, 2015 - January 11, 2017

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

AUBURN HILLS, MI

Past

December 21, 2015 - January 11, 2017

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

AUBURN HILLS, MI

Past

November 16, 2015 - December 3, 2015

L.M. KOHN & COMPANY

CRD#: 27913

TROY, MI

Past

April 12, 2013 - April 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TROY, MI

Past

March 12, 2013 - April 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TROY, 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".

VIMA, LLC

MORE THAN MONEY WEALTH ADVISORS | VIMA, LLC

CRD#: 148833 / SEC#: 801-129108

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Florida

Registered Investment Advisory firm - (12/12/2023 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2023 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (12/14/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(1/26/2017)

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: 4/9/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/11/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/2013

General Securities Representative Examination

Current Firm

VIMA, LLC

MORE THAN MONEY WEALTH ADVISORS | VIMA, LLC

CRD#: 148833 / SEC#: 801-129108

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Florida

Registered Investment Advisory firm - (12/12/2023 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2023 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (12/14/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2023 Terminated)

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Contact information

Main Address

46 East Square Lake Rd., Troy, MI 48085

Mailing Address

Phone number

(248) 526-6700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIMA- NARRATIVE VERSION OF ADV PART 2A & 2B (8/14/2025)

Regulatory assets under management

Total Number of Accounts	897
AUM (Assets Under Management)	$ 150,242,478

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	Cover Page	Report

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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Firm Stability Insights

Marguerite M. Tschirhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marguerite Mary Tschirhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

L.M. KOHN & COMPANY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

VIMA, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/9/2013

SIE

Date: 1/11/2017

Series 7

Date: 3/11/2013

Current Firm

VIMA, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VIMA, LLC

TRUST BUT VERIFY

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