Reported as registered
TRUE BLUE FINANCIAL, LLC
CRD 310841 · SEC 801-133948
STEVENSVILLE, MI
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
327 sourced firms · query 69 ms
Reported as registered
TRUNORTH CAPITAL MANAGEMENT, LLC
CRD 165285 · SEC 801-119211
KALAMAZOO, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUSTEE EMPOWERMENT & PROTECTION, INC.
CRD 108249 · SEC 801-60944
TROY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UHY WEALTH MANAGEMENT RIA LLC
CRD 317608 · SEC 801-135711
FARMINGTON HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNION HERITAGE CAPITAL
CRD 309768 · SEC 801-119126
DETROIT, MI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
UNION HERITAGE VENTURE PARTNERS LLC
CRD 319588 · SEC 802-125831
DETROIT, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UP NORTH FINANCIAL, LLC
CRD 150996 · SEC 801-120926
TRAVERSE CITY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
USA FINANCIAL EXCHANGE
CRD 283466 · SEC 801-107771
ADA, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
USA FINANCIAL FORMULAS CORPORATION
CRD 139987 · SEC 801-67442
ADA, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
USA FINANCIAL SECURITIES LLC
CRD 103857 · SEC 801-68276
ADA, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VALSTONE PARTNERS VI
CRD 300629 · SEC 801-114841
BIRMINGHAM, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VANDERPOL INVESTMENTS L.L.C.
CRD 168174 · SEC 801-127704
CALEDONIA, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VERDE CAPITAL MANAGEMENT, INC.
CRD 147179 · SEC 801-69167
CLARKSTON, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VERTRIX WEALTH MANAGEMENT, LLC
CRD 339547 · SEC 801-134983
TROY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VIMA, LLC
CRD 148833 · SEC 801-129108
TROY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VISION CAPITAL PARTNERS
CRD 175147 · SEC 801-100364
ANN ARBOR, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VOISARD ASSET MANAGEMENT GROUP
CRD 118048 · SEC 801-62198
GRAND RAPIDS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WASHINGTON AVENUE ADVISORS
CRD 307002 · SEC 801-118372
LANSING, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH EASE WEALTH MANAGEMENT
CRD 332595 · SEC 801-135350
MARSHALL, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553 · SEC 801-129988
GRAND RAPIDS, MI
Source release August 3, 2026 · retrieved August 18, 2026