MH
Michael J. Holifield
WEST ARBOR SOLUTIONS
Petoskey, MI
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CRD#: 7531325
MH
Professional summary
Michael J Holifield is a registered financial advisor currently at WEST ARBOR SOLUTIONS, LLC located in Petoskey, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 1 firm and has passed the Series 65 exam.
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.
West Arbor Solutions, LLC; investment related; Petoskey, MI; insurance sale; agent; 06/2022; 0 hrs/mo; 0 hrs during trading; insurance sales. West Arbor Solutions, LLC, not investment related; Petoskey, MI; business consulting; consultant; 06/2022; 20 hrs/mo; 10 hrs during trading; provide business consulting. Levitate; not investment related; Fort Wayne, IN; COO/VP of Business Development; 11/2019; 4 hrs/mo; consulting work for strategic communications agency. Mr. Holifield also owns rental properties; not investment related; 5 hrs/mo.
CRS (Client Relationship Summary) - RIA
Click below to view Michael J Holifield'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
April 5, 2022 - Present
WEST ARBOR SOLUTIONS, LLC
RIA
CRD#: 320961
Petoskey, 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(4/5/2022)
IAR
Texas(4/8/2024)
Current Firm
WA
WEST ARBOR SOLUTIONS, LLC
WEST ARBOR SOLUTIONS, LLC
CRD#: 320961 / SEC#:
Michigan
Registered Investment Advisory firm - (4/5/2022 Approved)Texas
Registered Investment Advisory firm - (4/8/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Petoskey, MI
Mailing Address
Phone number
(260) 415-1495
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 12,300,000 |
Red Flags
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