JN
James R. Newman
Foguth Wealth Management | Financial AdvisorAFFILIATED WITH FOGUTH WEALTH MANAGEMENT, LLC.
Okemos, MI 48864
CRD#: 8243890
JN
James R NewmanFOGUTH WEALTH MANAGEMENT, LLC.
Professional summary
James R Newman is an Investment Advisor Representative for Foguth Wealth Management. James has been in the Insurance and Financial Service Industry since 2001. James is a Financial Advisor at the Foguth Wealth Management Office in Okemos, MI, where he works with his clients doing Financial Planning and Wealth Management. James currently resides in Dewitt, MI.
At a Glance
Always Fiduciary
Services Offered
Retirement Planning
Risk Management & Insurance
Social Security & Medicare Planning
Investment Management
Health Care & Long-Term Care Planning
Estate & Legacy Planning
Education Funding
Financial Planning
Tax Planning
Biography
James Newman is a seasoned financial professional with more than 25 years of experience in the insurance and financial services industry, including 18 years specializing in municipal risk management. As an Investment Advisor Representative (IAR) and LUTCF® and CLTC® designee, he brings a disciplined, risk-focused perspective to helping clients navigate today’s complex financial landscape. His background in risk management shapes a practical approach to retirement planning —balancing growth opportunities with strategies designed to manage volatility, protect assets, and create reliable income. James specializes in working with pre-retirees and retirees, helping them transition from simply accumulating wealth to using it effectively to support a secure and fulfilling retirement. What truly defines James’ approach is his personal experience. Having guided his mother, stepfather, and grandparents through the often confusing—and always expensive—realities of senior medical care, home health care, assisted living, rehabilitation, and long-term care, he understands firsthand the financial and emotional impact these events can have. Known for simplifying complex financial concepts, James delivers clear, straightforward guidance without unnecessary jargon, helping clients protect their independence and enjoy their “highlight years.
Personal quote
"My passion is helping my clients achieve more financial certainty, so that they can enjoy a successful retirement. Make your twilight years, your highlight years!"
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.
James R. Newman; not investment related; 405 Shoreline Dr Dewitt, MI 48820; Registered Insurance Agent; 09/01/2021; approximate number of hours/month you devote to the other business 2 after trading hours; Provide Cyber Insurance for Municipalities that require higher limits than are offered by their Liability and Property Insurance Carriers. Only 10-12 clients. Exacta Financial Services LLC; not investment related; 405 Shoreline Dr Dewitt, MI 48820; Insurance Sales; 09/01/2021; approximate number of hours/month you devote to the other business 2 after trading hours; Provide Cyber Insurance for Municipalities that require higher limits than are offered by their Liability and Property Insurance Carriers. Only 10-12 clients. James R. Newman; not investment related; 405 Shoreline Dr Dewitt, MI 48820; 11/01/2025; Not an active Real Estate Agent. License is in a Trust with Holloway Real Estate Training. I do not sell or represent buyers in real estate transactions; approximate number of hours/month you devote to the other business 0; License was obtained in order to better understand the real estate industry to assist myself with purchasing my home. AF Group; not investment related; 200 N. Grand River, Lansing, MI 48901; 08/15/2008; Risk Management & Insurance Consultant; approximate number of hours/month you devote to the other business 20 during trading hours; Consult with municipalities on their Risk Management and Liability and Property Insurance policies.
CRS (Client Relationship Summary) - RIA
Click below to view James R Newman'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
July 24, 2026 - Present
FOGUTH WEALTH MANAGEMENT, LLC.
Office #1: 3681 Okemos Rd, Okemos, MI 48864RIA
CRD#: 327434
Okemos, MI
Past
May 27, 2026 - July 1, 2026
PORTSIDE WEALTH GROUP, LLC
RIA
CRD#: 325175
Dewitt, MI
Past
March 30, 2026 - May 15, 2026
SIMPLICITY WEALTH
RIA
CRD#: 300572
Dewitt, 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".
FW
FOGUTH WEALTH MANAGEMENT, LLC.
FOGUTH WEALTH MANAGEMENT, LLC.
CRD#: 327434 / SEC#: 801-128714
RIA
Registered Investment Advisory firm - (9/12/2023 Approved)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(7/24/2026)
Current Firm
FW
FOGUTH WEALTH MANAGEMENT, LLC.
FOGUTH WEALTH MANAGEMENT, LLC.
CRD#: 327434 / SEC#: 801-128714
RIA
Registered Investment Advisory firm - (9/12/2023 Approved)Loading...
Contact information
Main Address
325 W. Main St., Brighton, MI 48116
Mailing Address
Phone number
(810) 522-5650
Established
Firm type
Fiscal year end
# of Employees
88
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,587 |
| AUM (Assets Under Management) | $ 825,146,175 |
Red Flags
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Company Information
FOGUTH WEALTH MANAGEMENT, LLC.
Financial AdvisorCRD#: 327434Okemos, MI 48864TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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