John D. Schoolman

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CRD#: 6145675

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John David Schoolman was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2012. John had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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.

Innovo Development Group, LLC and its wholly-owned subsidiaries Innovo Royal Oak, LLC, Innovo St Louis, LLC, Innovo PSL Office, LLC, and Innovo Property Management, LLC* Not Investment Related 155 Garland Street, STE 103 Traverse City, MI 49684 Property owner and property management of real estate Member/Owner/Controller Start Date: March 2016 160 hours per month during trading hours Innovo Parcel A Investors, LLC - not investment related 155 Garland Street, Suite 103, Traverse City, MI 49684 Real estate property, Member/Owner 1 hour/month and 0 during trading hours Innovo TC Garland Investors, LLC - Not investment related 155 Garland Street, Suite 103, Traverse City, MI 49684 Real estate property, Member/Owner 1 hour/month, 0 during trading hours. Innovo TC Hall, LLC - not investment related 155 Garland Street, Unit 103, Traverse City, MI 49684 Real estate property member / Owner 1 hr/month, 0 during trading hours. TruNorth Management Partners, LLC - not investment related Member/Owner of this pass-through vehicle for payroll of adviser firm. 1 hr/month, 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 20, 2012 - December 31, 2023

TRUNORTH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 165285

Traverse City, 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".

TRUNORTH CAPITAL MANAGEMENT, LLC

TRUNORTH | TRUNORTH CAPITAL MANAGEMENT, LLC | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | TRUNORTH CAPITAL

CRD#: 165285 / SEC#: 801-119211

RIA

Registered Investment Advisory firm - (7/31/2020 Approved)

Illinois

Registered Investment Advisory firm - (9/15/2020 Terminated)

Michigan

Registered Investment Advisory firm - (9/18/2020 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.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 10/10/2012

Uniform Investment Adviser Law Examination

Current Firm

TRUNORTH CAPITAL MANAGEMENT, LLC

TRUNORTH | TRUNORTH CAPITAL MANAGEMENT, LLC | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | TRUNORTH CAPITAL

CRD#: 165285 / SEC#: 801-119211

RIA

Registered Investment Advisory firm - (7/31/2020 Approved)

Illinois

Registered Investment Advisory firm - (9/15/2020 Terminated)

Michigan

Registered Investment Advisory firm - (9/18/2020 Terminated)

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Contact information

Main Address

1090 North 10th Street Suite 210, Kalamazoo, MI 49009

Mailing Address

Phone number

(877) 469-0446

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUNORTH CAPITAL MANAGEMENT ADV 2A BROCHURE JANUARY 2025 (1/28/2025)

Regulatory assets under management

Total Number of Accounts	922
AUM (Assets Under Management)	$ 530,591,396

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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John D. Schoolman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRUNORTH CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

TRUNORTH CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2012

Current Firm

TRUNORTH CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUNORTH CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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