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Michelle M Hoexum

Revalue LLC

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About Michelle M Hoexum

Michelle Hoexum is an Investment Advisor Representative at Revalue LLC in Grand Rapids, MI. Michelle is a licensed professional with over 10 years of experience in the financial services industry. She is committed to providing individualized financial planning and investment management services to her clients. Michelle has a deep understanding of the investment landscape and a passion for helping her clients achieve their financial goals. She is a strong advocate for her clients and works tirelessly to ensure that they are well-informed and confident in their financial decisions. She offers services such as investment guidance, financial planning, and educational seminars.

Firm Information

Michelle Hoexum is currently registered with Revalue LLC. Revalue LLC is an investment advisor with 5 investment advisor representatives. The firm manages $81,353,665 in regulatory assets under management for 325 accounts. Revalue LLC offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

$81.35M

Assets Under Management

28

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investor guidance

Investor guidance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Discovery fee, investor guidance, financial consulting fees

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Michelle Hoexum’s Registration & Firm History

MI

07/22/2022 - Present

Revalue LLC (Grand Rapids MI)

MI

02/17/2015 - 12/31/2017

CENTENNIAL SECURITIES COMPANY, INC. (JENISON MI)

MI

09/17/2010 - 06/03/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)

MI

03/12/2008 - 08/04/2010

COMERICA SECURITIES (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 09/16/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle M Hoexum.
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