PW
Paul Witt
WITTFIT FINANCIAL LLC
Midland, MI 48640-2848
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CRD#: 7649966
PW
Professional summary
Paul Witt is a registered financial advisor currently at WITTFIT FINANCIAL LLC located in Midland, Michigan.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Paul 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.
Dow Chemical, the business is a security, 2030 H H Dow Way, Midland MI 48640, Basic Chemical Company, Technical Leader, 11/1997, 160 hours / month. My responsibilities include basic research focused on chemical reactors, chemical reactor optimization, and process modeling.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Witt'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
February 17, 2023 - Present
WITTFIT FINANCIAL LLC
Office #1: 5408 Wallbridge Lane, Midland, MI 48640-2848RIA
CRD#: 321961
Midland, 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(2/17/2023)
Current Firm
WF
WITTFIT FINANCIAL LLC
WITTFIT FINANCIAL LLC
CRD#: 321961 / SEC#:
Michigan
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Contact information
Main Address
5408 Wallbridge Lane, Midland, MI 48640-2848
Mailing Address
Phone number
(989) 824-6958
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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