Shawn
Healy
Henrickson Nauta Wealth Advisors, Inc
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About this Advisor
Shawn Healy is a financial advisor based in Belmont, Michigan, working with Henrickson Nauta Wealth Advisors, Inc. Shawn has previously held positions at Fifth Third Securities and Henrickson Nauta Wealth Advisors, Inc. Shawn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Shawn is part of Henrickson Nauta Wealth Advisors, Inc, which operates out of Belmont, Michigan. The firm has 11 employees and manages assets totaling $528.4 million. The firm serves high-net-worth clients and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Henrickson Nauta Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Henrickson Nauta Wealth Advisors, Inc Brokerage Details
$528,384,377
11
1,521
$347,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Shawn Healy Work History
Henrickson Nauta Wealth Advisors, Inc
Fifth Third Securities
Disclosures
Please visit the SEC profile of Shawn Healy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Henrickson Nauta Wealth Advisors, Inc
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
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