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Wendy A Morin

Foguth Wealth Management, LLC

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About Wendy A Morin

Wendy Morin is a registered representative with Foguth Wealth Management, LLC. Wendy has been in the industry for 10 years and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Wendy is licensed in several states including Michigan, Florida, Illinois, Indiana, Minnesota, Ohio, Texas, and Wisconsin.

Firm Information

Wendy Morin is currently registered with Foguth Wealth Management, LLC. Foguth Wealth Management, LLC is a Brighton, Michigan-based registered investment advisor with $236,955,954 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Foguth Wealth Management serves a client base comprised primarily of high-net-worth individuals and individuals other than high-net-worth.
Foguth Wealth Management, LLC

325 W. MAIN ST.

BRIGHTON, MI 48116

$236.96M

Assets Under Management

Not reported

Total Clients

23

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Wendy Morin’s Registration & Firm History

MI

12/17/2024 - Present

Foguth Wealth Management, LLC (BRIGHTON MI)

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Licenses & Designations

BOTH

Issued 01/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Wendy A Morin.
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