Unclaimed Profile

Edward Armond Beiser

THE ADVISORY GROUP OF MICHIGAN, INC.·BAY CITY, Michigan

SIE, Series 1, Series 63ChFC25 years registeredTHE ADVISORY GROUP OF MICHIGAN, INC.

2500 MIDLAND ROAD, BAY CITY, MI 48706CRD# 824008Firm CRD# 140827

Profile Verification

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

Identity

Edward Armond Beiser · BAY CITY, MI

Registration

CRD #824008 · THE ADVISORY GROUP OF MICHIGAN, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE ADVISORY GROUP OF MICHIGAN, INC.

CENTENNIAL PLANNING

Sep 2010 – Dec 2019

BAY CITY, MI

QUESTAR CAPITAL CORPORATION

Apr 2001 – Nov 2002

BAY CITY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 63

Registration record

First registered · April 23, 2001

Years registered · 25

Professional designation · ChFC

Disclosure History

2008Customer Dispute·Settled

1999Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE ADVISORY GROUP OF MICHIGAN, INC.

CRD 140827 · SEC 801-66984

AUM

$39M

Regulatory assets under management

Employees

802 client accounts

Services offered by THE ADVISORY GROUP OF MICHIGAN, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE ADVISORY GROUP OF MICHIGAN, INC. →

Introduction

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Frequently Asked Questions

What services does Edward Armond Beiser offer?

Edward Armond Beiser specializes in Financial Planning, Investment Management.

What are Edward Armond Beiser's credentials?

Edward Armond Beiser holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Armond Beiser located?

Edward Armond Beiser is based in BAY CITY, Michigan, last registered with THE ADVISORY GROUP OF MICHIGAN, INC..

How does Edward Armond Beiser charge for services?

Edward Armond Beiser'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 THE ADVISORY GROUP OF MICHIGAN, INC.?

THE ADVISORY GROUP OF MICHIGAN, INC. has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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