Wealth For You Financial, LLC

Wealth For You Financial, LLC (CRD# 305627) is a financial advisory firm headquartered in Grand Blanc, MI. They manage $64,760,000 in 682 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8323 Office Park Dr, Grand Blanc, MI 48439
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $94,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Wealth For You Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Covert, financial advisor Grand Blanc MI
Jeffrey V. Covert
CRD#: 5839123
8323 Office Park Dr, Grand Blanc, MI 48439

Jeffrey Covert (CRD# 5839123) is an Investment Advisor Representative working at Wealth For You Financial, LLC in Grand Blanc, MI and has over 9 years of experience in the finance industry.

2
Parker Barnett, financial advisor Grand Blanc MI
Parker D. Barnett
CRD#: 7238016
8323 Office Park Dr, Grand Blanc, MI 48439

Parker Barnett (CRD# 7238016) is an Investment Advisor Representative working at Wealth For You Financial, LLC in Grand Blanc, MI and has over 4 years of experience in the finance industry.

3
Sarah Fletcher, financial advisor Grand Blanc MI
Sarah J. Fletcher
CRD#: 7029320
8323 Office Park Dr, Grand Blanc, MI 48439

Sarah Fletcher (CRD# 7029320) is an Investment Advisor Representative working at Wealth For You Financial, LLC in Grand Blanc, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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