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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2021
- Office Locations
- 2
Office Locations
About MID Michigan Insurance AND Financial Services LLC
MID Michigan Insurance AND Financial Services LLC is a BAY City-based RIA with 2 offices. The firm has been operating for 5 years. Managing $6.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 52 clients, or 26 clients per representative. That equates to $119.9K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on January 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full MID Michigan Insurance AND Financial Services LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Erik James Thompson
Chief Executive Officer, Investment Advisor
- CRD
- #6701093
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jeremy William Watson
Registered Investment Advisor
- CRD
- #7057419
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,235,626 | -- |
| Total | $6,235,626 | -- |
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Separately Managed Accounts
SMA allocation detail is available
MID Michigan Insurance AND Financial Services LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.