MID MICHIGAN INSURANCE AND FINANCIAL SERVICES LLC

MID MICHIGAN INSURANCE AND FINANCIAL SERVICES LLC of BAY CITY, MI is an SEC-registered investment adviser (CRD 311449). Regulatory assets under management: $6.2M.

Registration

• CRD: 311449
• Type: Registered investment adviser
• Location: 815 E MIDLAND ST SUITE 2, BAY CITY, MI, 48706
• Phone: 989-327-9660
• Latest filing: 2026-01-12
• Regulatory AUM: $6.2M
• Non-discretionary AUM: $6.2M
• Clients: 2
• Accounts: 88

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311449 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search