Justin N. Lee

CHURCH ORGANIZERS FOUNDATION

Mason, MI

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CRD#: 7558930

Professional summary

Justin Nathaniel Lee, who also goes by Justin Nathaniel Schroeder, is a registered financial advisor currently at CHURCH ORGANIZERS FOUNDATION located in Mason, Michigan.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Justin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Nathaniel Schroeder

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Nathaniel Lee'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

August 8, 2022 - Present

CHURCH ORGANIZERS FOUNDATION

RIA

CRD#: 284458

Mason, 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

California
(8/8/2022)

IAR

Michigan
(8/8/2022)

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: 8/8/2022

Uniform Investment Adviser Law Examination

Current Firm

CHURCH ORGANIZERS FOUNDATION

CHURCH ORGANIZERS FOUNDATION | CLASSICAL STEWARDSHIP INSTITUTE

CRD#: 284458 / SEC#:

California

Registered Investment Advisory firm - (7/28/2016 Approved)

Michigan

Registered Investment Advisory firm - (6/29/2016 Approved)

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Contact information

Main Address

Mason, MI

Mailing Address

Phone number

(517) 858-0362

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 14,130,000

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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Justin N. Lee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Nathaniel Lee's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHURCH ORGANIZERS FOUNDATION

State Registrations and Notice Filings

Exams

Series 65

Date: 8/8/2022

Current Firm

CHURCH ORGANIZERS FOUNDATION

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHURCH ORGANIZERS FOUNDATION

TRUST BUT VERIFY

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