CH
Cory J. Hamlin
KAIZEN WEALTH MANAGEMENT
Shelby Township, MI 48317
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CRD#: 7817380
CH
Professional summary
Cory James Hamlin is a registered financial advisor currently at KAIZEN WEALTH MANAGEMENT, LLC located in Shelby Township, Michigan.
Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Cory 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.
Kaizen Financial, Inc.; Yes; Shelby Township, MI; Insurance business; Insurance Agent; 04/2025; 80/MO; 0/MO
CRS (Client Relationship Summary) - RIA
Click below to view Cory James Hamlin'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
October 3, 2023 - Present
KAIZEN WEALTH MANAGEMENT, LLC
Office #1: 47702 Van Dyke Ave., Shelby Township, MI 48317RIA
CRD#: 285678
Shelby Township, 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(10/3/2023)
Current Firm
KW
KAIZEN WEALTH MANAGEMENT, LLC
KAIZEN WEALTH MANAGEMENT, LLC
CRD#: 285678 / SEC#:
Florida
Registered Investment Advisory firm - (3/6/2025 Approved)Michigan
Registered Investment Advisory firm - (12/7/2016 Approved)Texas
Registered Investment Advisory firm - (9/19/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
47702 Van Dyke Ave., Shelby Township, MI 48317
Mailing Address
Phone number
(586) 752-7008
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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