TV
Travis Veenhuis
SGH WEALTH MANAGEMENT
Lathrup Village, MI 48076
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CRD#: 7800309
TV
Professional summary
Travis Veenhuis is a registered financial advisor currently at SGH WEALTH MANAGEMENT located in Lathrup Village, Michigan.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Travis has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Travis Veenhuis'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
August 28, 2023 - Present
SGH WEALTH MANAGEMENT
Office #1: 17550 W Eleven Mile Rd, Lathrup Village, MI 48076RIA
CRD#: 284067
Lathrup Village, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SGH WEALTH MANAGEMENT
SGH WEALTH MANAGEMENT | SGH WEALTH MANAGEMENT, LLC
CRD#: 284067 / SEC#: 801-113388
RIA
Registered Investment Advisory firm - (6/13/2018 Approved)Michigan
Registered Investment Advisory firm - (3/27/2019 Terminated)Texas
Registered Investment Advisory firm - (6/20/2018 Terminated)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(8/28/2023)
IAR
Texas(8/28/2023)
Exams
Current Firm
SW
SGH WEALTH MANAGEMENT
SGH WEALTH MANAGEMENT | SGH WEALTH MANAGEMENT, LLC
CRD#: 284067 / SEC#: 801-113388
RIA
Registered Investment Advisory firm - (6/13/2018 Approved)Michigan
Registered Investment Advisory firm - (3/27/2019 Terminated)Texas
Registered Investment Advisory firm - (6/20/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
17550 W Eleven Mile Rd, Lathrup Village, MI 48076
Mailing Address
Phone number
(248) 731-0029
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 371 |
| AUM (Assets Under Management) | $ 453,715,657 |
Red Flags
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