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Erts wealth advisors llc

WebAug 8, 2024 · Erts Wealth Advisors, Llc (1767602) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Thursday, June 30, 2024 WebJan 27, 2024 · Erts Wealth Advisors, Llc (1767602) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Saturday, December 31, 2024. Home

Jason Rolling Financial Advisor - Erts Wealth Advisors, LLC MI

WebErts Wealth Advisors, LLC Marquette, MI Jan 2024 - Current 4; Unemployed Negaunee, MI Oct 2024 - Dec 2024 < 1; Mbank Marquette, MI Sep 2009 - Sep 2024 9; Sagepoint Financial Marquette, MI Apr 2012 - Dec 2024 5; Exam Code Name Passed Date; S63 Uniform Securities State Law Examination Oct 2013; S65 WebApr 1, 2024 · Erts Wealth Advisors, LLC is a company that has its headquarters in Marquette, Michigan. It has $510 million in assets between its 2,080 client accounts, … scripture god has plans for us https://sussextel.com

Erts Wealth Advisors, LLC Wealthminder

WebFund Portfolio Manager Performance 22Q4 AUM # of Holdings Performance Rank Allocation ; ERTS Wealth Advisors LLC: ERTS Wealth Advisors LLC: 5.14%: $385800000 WebNov 8, 2024 · Erts Wealth Advisors, Llc (1767602) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Friday, September 30, 2024 WebJon Mommaerts (CRD# 2450742) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has over 29 years of experience in the finance industry. Jon Mommaerts has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification … p bloch and co jeppestown

EIN 82-3516873 - Erts Wealth Advisors, Llc, Marquette, Michigan

Category:Bruce A. Roberts at Erts Wealth Advisors, LLC Wealthminder

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Erts wealth advisors llc

Jason J. Rolling at Erts Wealth Advisors, LLC Wealthminder

WebFeb 17, 2024 · Erts Wealth Advisors Review. Written by investor.com. February 17, 2024. Erts Wealth Advisors, registered in 2024, serves 9 state (s) with a licensed staff of 5 … WebNov 8, 2024 · Erts Wealth Advisors, Llc (1767602) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Friday, September 30, 2024

Erts wealth advisors llc

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WebEP Wealth Advisors: Multiple Locations EPC Services Company: Woods Cross, UT Epic Dental Studios: American Fork, UT: 08/24/22: Epic Engineering: Heber City, UT Epic … WebErts Wealth Advisors, LLC is an advisory company that has its headquarters in Marquette, Michigan. It administers $510 million in assets among its 2,080 accounts, making it one of the larger firms in the nation by assets under management. Of its 2,080 client accounts, just 12% belong to high-net-worth investors who have more than $1 million in ...

WebErts Wealth Advisors, LLC (CRD# 289856) is a financial advisory firm headquartered in Marquette, MI. They manage $510,000,000 in 2,080 accounts and serve the financial … WebErts Wealth Advisors, LLC is a large advisory firm based in Marquette. It manages $222 million of regulatory assets for 1,740 client accounts. It has been registered with the SEC …

WebErts Wealth Advisors is a large advisory firm with 1766 clients and discretionary assets under management (AUM) of $455,000,000 (Form ADV from 2024-11-16). Their last … WebJoseph Tuccini (CRD# 4783938) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has over 18 years of experience in the …

WebERTS Wealth Advisors 2024 Q3 filed Nov. 13, 2024 ERTS Wealth Advisors 2024 Q2 filed Aug. 14, 2024 ERTS Wealth Advisors 2024 Q1 filed May 15, 2024 ERTS Wealth Advisors 2024 Q4 restated filed Feb. 19, 2024 ERTS Wealth Advisors 2024 Q4 filed Feb. 12, 2024 ERTS Wealth Advisors 2024 Q3 filed Nov. 5, 2024 View all past filings

WebMar 23, 2024 · ERTS Wealth Advisors LLC lifted its position in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD - Get Rating) by 16.4% in the 4th quarter, according … scripture god has put eternity in our heartsp block 12 ncertWebErts Wealth Advisors, LLC is a registered investment company that has its headquarters in Marquette, Michigan. It administers $510 million in total assets among its 2,080 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 2,080 client accounts, just 12% are associated with high ... p block 12 ncert pdfWebMar 23, 2024 · ERTS Wealth Advisors LLC cut its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV - Get Rating) by 61.0% during the 4th quarter, … scripture god heals the broken heartedWebMar 23, 2024 · ERTS Wealth Advisors LLC lifted its position in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD - Get Rating) by 16.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 102,353 shares of the compan scripture god has the final sayWebMar 23, 2024 · ERTS Wealth Advisors LLC purchased a new stake in shares of Sealed Air Co. (NYSE:SEE - Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 4,050 shares of the industrial products company's stock, valued at appr scripture god has lavished his love on usWebAug 11, 2024 · Erts Wealth Advisors, Llc (1767602) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Wednesday, June 30, 2024 p block 12th