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EW

Emily H. Wetter

LOTV PLANNING & CONSULTING
AVOCA, MI
Some features on this profile are disabled
CRD#: 6910296
EW

Professional summary

Emily Helen Wetter, CFP®, who also goes by Emily Helen Joles, is a registered financial advisor currently at LOTV PLANNING & CONSULTING located in Avoca, Michigan.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Emily 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

Emily Helen Joles

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.
LOTV Planning & Consulting; investment related; 8118 Avoca Rd, Avoca, MI 48006; Registered Investment Advisor; IAR; member; owner; 10/2024; approx. 60 hours per month; 10 hours worked during securities trading hours; assists clients with investment advice and financial and retirement planning. Monoceros Consultants LLC; not investment-related; 8118 Avoca Rd, Avoca, MI 48006; tax planning; member; owner; 09/2021; 2 hours/month; 0 hours/month during trading hours; tax planning. Holistiplan LLC; not investment-related; 3193 Chaco Canyon Dr, College Station, TX 77845; advanced planning solution technology software company; employee; 10/2022; 160 hours/month; 130 hours/month during trading hours; advanced planning software solutions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Helen Wetter'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®
CFP®

Certified Financial Planner

Experience

Current

July 23, 2025 - Present

LOTV PLANNING & CONSULTING

RIA
CRD#: 333674
AVOCA, MI
Past

April 2, 2021 - October 31, 2022

MOSAIC PLANNERS AND ADVISORS

RIA
CRD#: 312426
GRAND RAPIDS, MI
Past

June 8, 2019 - October 31, 2022

SCHWALLIER WEALTH MANAGEMENT

RIA
CRD#: 143329
GRAND RAPIDS, MI
Past

May 24, 2018 - June 4, 2019

MORGAN STANLEY

RIA
CRD#: 149777
GRAND RAPIDS, MI
Past

April 26, 2018 - June 4, 2019

MORGAN STANLEY

BD
CRD#: 149777
GRAND RAPIDS, 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
(7/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/26/2018
General Securities Representative Examination

Current Firm

LP
LOTV PLANNING & CONSULTING
LILY OF THE VALLEY FINANCIAL PLANNING AND CONSULTING GROUP LLC | LOTV PLANNING & CONSULTING

CRD#: 333674 / SEC#:

Michigan
Registered Investment Advisory firm - (3/7/2025 Approved)
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Contact information

Main Address
Avoca, MI
Mailing Address
Phone number
(989) 977-0677
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

LOTV PLANNING & CONSULTING

CRD#: 333674Avoca, MI

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