Seth M. Huling

MACRO WEALTH MANAGEMENT

Peoria, IL 61614

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CRD#: 7664222

Professional summary

Seth Michael Huling, who also goes by Seth L Jones, is a registered financial advisor currently at MACRO WEALTH MANAGEMENT, INC. located in Peoria, Illinois.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Seth L Jones

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 Seth Michael Huling'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

November 22, 2022 - Present

MACRO WEALTH MANAGEMENT, INC.

Office #1: 6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614

RIA

CRD#: 143382

Peoria, IL

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

Illinois
(11/22/2022)

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: 10/22/2022

Uniform Investment Adviser Law Examination

Current Firm

MACRO WEALTH MANAGEMENT, INC.

CRD#: 143382 / SEC#:

Illinois

Registered Investment Advisory firm - (5/10/2007 Approved)

Texas

Registered Investment Advisory firm - (5/20/2019 Conditional Restricted)

Washington

Registered Investment Advisory firm - (12/23/2019 Approved)

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Contact information

Main Address

6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614

Mailing Address

Phone number

(309) 689-8481

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 45,675,002

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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Seth M. Huling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Seth Michael Huling's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACRO WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2022

Current Firm

MACRO WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MACRO WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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