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Wenma Gorman

Sigma Investment Counselors

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About Wenma Gorman

Wenma Gorman is a financial advisor at Sigma Investment Counselors. Wenma has been in the financial services industry since 2006. Wenma has been registered as an investment advisor representative in Florida and Michigan since 2012. Wenma is a Certified Financial Planner and a Chartered Financial Analyst. Wenma specializes in providing financial planning and portfolio management services to individuals and families.

Firm Information

Wenma Gorman is currently registered with Sigma Investment Counselors. Sigma Investment Counselors is an investment advisor based in NORTHVILLE, MI. The firm has 9 investment adviser representatives and manages approximately $1.95 billion in regulatory assets under management. Sigma Investment Counselors provides financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Sigma Investment Counselors

186 E MAIN STREET

NORTHVILLE, MI 48167

$1.95B

Assets Under Management

Not reported

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Wenma Gorman’s Registration & Firm History

MI

06/29/2012 - Present

Sigma Investment Counselors (NORTHVILLE MI)

MI

09/21/2007 - 06/04/2012

FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)

MI

02/22/2007 - 05/11/2007

AMERIPRISE FINANCIAL SERVICES, INC. (NOVI MI)

MI

12/15/2006 - 01/08/2007

METLIFE SECURITIES INC. (ANN ARBOR MI)

MI

12/15/2006 - 01/08/2007

METROPOLITAN LIFE INSURANCE COMPANY (ANN ARBOR MI)

MI

07/24/2006 - 11/08/2006

AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)

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Licenses & Designations

BOTH

Issued 11/10/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wenma Gorman.
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