Jeffrey
Covert

Wealth For You Financial, LLC

CRD#5839123
Investment Advisor
in Grand Blanc, MI

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About this Advisor

Jeffrey Covert is a financial advisor working in Grand Blanc, Michigan, who has 4 years of industry experience. Covert is currently employed by Wealth For You Financial, LLC. Throughout their career, they have worked at Wealth For You Financial, LLC, Barnett Financial & Tax, Inc and Hantz Financial Services, Inc. Covert maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Wealth For You Financial, LLC is an advisory business operating in Grand Blanc, Michigan.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Office Location

8323 Office Park Dr
Grand Blanc, MI 48439

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Jeffrey Covert Work History

Jeffrey has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Wealth For You Financial, LLC

2019 - Present (5 years)

Barnett Financial & Tax, Inc

2010 - 2019 (9 years)

Hantz Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Covert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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