Holleigh J. Urbanik

MMG WEALTH MANAGEMENT

SPRING LAKE, MI

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CRD#: 7554895

Professional summary

Holleigh J Urbanik, who also goes by Holleigh J Swanson, Holleigh Swanson, is a registered financial advisor currently at MMG WEALTH MANAGEMENT located in Spring Lake, Michigan.

Holleigh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Holleigh has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Holleigh J Swanson | Holleigh Swanson

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.

10/2022, Not Investment Related, Notary Public Commission, 1 hr/mo, 1 hr during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holleigh J Urbanik'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®

None

Experience

Current

September 8, 2024 - Present

MMG WEALTH MANAGEMENT

RIA

CRD#: 331312

SPRING LAKE, MI

Past

December 18, 2023 - October 3, 2024

THE WEALTH BOUTIQUE

RIA

CRD#: 317291

CHESTER, NJ

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
(9/8/2024)

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: 12/18/2023

Uniform Investment Adviser Law Examination

Current Firm

MMG WEALTH MANAGEMENT

BAYOU FINANCIAL PLANNING, LLC | SUNNYSIDE FINANCIAL GROUP, LLC | SUNNYSIDE ADVISORS, LLC | MMG WEALTH MANAGEMENT | MELISSA MYERS GROUP

CRD#: 331312 / SEC#:

Michigan

Registered Investment Advisory firm - (8/5/2024 Approved)

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Contact information

Main Address

Grand Haven, MI

Mailing Address

Phone number

(231) 733-1166

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 30,844,802

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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Holleigh J. Urbanik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holleigh J Urbanik's CRS (Customer Relationship Summary).

Certified licenses

Experience

MMG WEALTH MANAGEMENT

THE WEALTH BOUTIQUE

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2023

Current Firm

MMG WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MMG WEALTH MANAGEMENT

TRUST BUT VERIFY

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