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CV

Corey A. Voorman

VOORMAN INVESTMENT COUNSEL LLC
Plymouth, MI 48170
Some features on this profile are disabled
CRD#: 6531733
CV

Professional summary

Corey Alexander Voorman, AIF®, who also goes by Corey Voorman, is a registered financial advisor currently at VOORMAN INVESTMENT COUNSEL LLC located in Plymouth, Michigan.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Corey 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

Corey Voorman

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.
Corey A. Voorman sits the board of Rooted Ministries Inc. a non-profit organization. He does not receive any compensation from Rooted Ministries. Corey A. Voorman is involved in a musical project, The City Inside. It is not a profitable enterprise. Corey A. Voorman is Vice President of the Sigma Chi Detroit Alumni Chapter. He does not receive compensation for this endeavor. All activities are not investment related. Each activity recieves three hours per month of engagement, all outside of securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Alexander Voorman'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

November 15, 2019 - Present

VOORMAN INVESTMENT COUNSEL LLC

Office #1: 729 West Ann Arbor Trail, Plymouth, MI 48170
RIA
CRD#: 306177
Plymouth, MI
Past

December 26, 2018 - October 31, 2019

BERNDT & ASSOCIATES INC

RIA
CRD#: 107780
HARTVILLE, OH
Past

December 8, 2016 - September 6, 2018

KARSTENS INVESTMENT COUNSEL, INC.

RIA
CRD#: 117977
OMAHA, NE
Past

October 7, 2015 - November 15, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CANTON, OH
Past

September 2, 2015 - November 15, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CANTON, OH

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
(11/15/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/15/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/2015
General Securities Representative Examination

Current Firm

VI
VOORMAN INVESTMENT COUNSEL LLC
COREY ALEXANDER VOORMAN | VOORMAN INVESTMENT COUNSEL LLC | VOORMAN INVESTMENT COUNSEL

CRD#: 306177 / SEC#:

Michigan
Registered Investment Advisory firm - (11/12/2019 Approved)
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Contact information

Main Address
729 West Ann Arbor Trail, Plymouth, MI 48170
Mailing Address
Phone number
(248) 943-0565
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts193
AUM (Assets Under Management)$ 19,164,440

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

VOORMAN INVESTMENT COUNSEL LLC

CRD#: 306177Plymouth, MI 48170

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