← Back to search
MID MICHIGAN INSURANCE AND FINANCIAL SERVICES LLC
CRD 311449
815 E MIDLAND ST SUITE 2, BAY CITY, MI, 48706, United States
Phone
989-327-9660
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.2M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $6.2M |
| Charitable organizations | 2 | $11K |
Official SEC filing: View on IAPD