Unclaimed Profile

Gary Dale Haapala

ARBOR TRUST WEALTH ADVISORS, LLC·ANN ARBOR, Michigan

Series 7, Series 66Clean record13 years registeredARBOR TRUST WEALTH ADVISORS, LLC

825 VICTORS WAY, ANN ARBOR, MI 48108CRD# 6177586Firm CRD# 169611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Dale Haapala · ANN ARBOR, MI

Registration

CRD #6177586 · ARBOR TRUST WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

WEALTHCARE ADVISORY PARTNERS LLC

May 2025 – present

ARBOR TRUST WEALTH ADVISORS, LLC

Aug 2014 – May 2025

ANN ARBOR, MI

LPL FINANCIAL LLC

May 2013 – Aug 2014

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 29, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR TRUST WEALTH ADVISORS, LLC

CRD 169611 · SEC 801-78929

AUM

$528M

Regulatory assets under management

Employees

1,318 client accounts

Services offered by ARBOR TRUST WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR TRUST WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Dale Haapala offer?

Gary Dale Haapala specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Gary Dale Haapala's credentials?

Gary Dale Haapala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Dale Haapala located?

Gary Dale Haapala is based in ANN ARBOR, Michigan, working with ARBOR TRUST WEALTH ADVISORS, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Gary Dale Haapala charge for services?

Gary Dale Haapala's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR TRUST WEALTH ADVISORS, LLC?

ARBOR TRUST WEALTH ADVISORS, LLC has approximately 13 employees and manages $528M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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