Wenma Gorman
Investment adviser representative at Sigma Investment Counselors
14 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Sigma Investment CounselorsMay 2012 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
Sigma Investment Counselors
Legal name: Sigma Investment Counselors, Inc.
$2.2BAssets managed
775Clients
10Advisers
52 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5137865
- Firm CRD
- 104754