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Gage D. Harris
WEALTH FOR YOU FINANCIAL
Grand Blanc, MI 48439
Some features on this profile are disabled
CRD#: 7498705
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Professional summary
Gage Dee Harris is a registered financial advisor currently at WEALTH FOR YOU FINANCIAL, LLC located in Grand Blanc, Michigan.
Gage is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Gage has worked at 1 firm and has passed the Series 65 and SIE 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gage Dee Harris'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®
NoneExperience
Current
July 16, 2025 - Present
WEALTH FOR YOU FINANCIAL, LLC
Office #1: 8323 Office Park Dr, Grand Blanc, MI 48439RIA
CRD#: 305627
Grand Blanc, 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(7/16/2025)
IAR
North Carolina(9/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
WF
WEALTH FOR YOU FINANCIAL, LLC
WEALTH FOR YOU FINANCIAL, LLC
CRD#: 305627 / SEC#:
Michigan
Registered Investment Advisory firm - (9/17/2019 Approved)North Carolina
Registered Investment Advisory firm - (9/30/2025 Approved)PREMIUM
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Contact information
Main Address
8323 Office Park Dr, Grand Blanc, MI 48439
Mailing Address
Phone number
(810) 695-7510
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 589 |
| AUM (Assets Under Management) | $ 53,208,748 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
