Financial ADVSR advisor directory · SEC adviser records
Braeburn Wealth Management, LLC financial advisors in Muskegon, MI
Every SEC-registered investment adviser representative at a Braeburn Wealth Management, LLC office in Muskegon, A to Z.
The short answer
3 registered advisors work at Braeburn Wealth Management, LLC in Muskegon, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Braeburn Wealth Management, LLC advisors in Muskegon, A to Z
Every Braeburn Wealth Management, LLC advisor →- Logan MetcalfInvestment adviser rep
- Dimitri M. PolandInvestment adviser rep
- Michael A. PolandInvestment adviser rep
Braeburn Wealth Management, LLC advisors in every city and state →Braeburn Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Muskegon
All Muskegon advisors →Raymond James & Associates, Inc. 11Edward Jones 10LPL Financial LLC 8Morgan Stanley 7UBS Financial Services Inc. 7Osaic Wealth, Inc. 5Lfn Advisors Inc. 4Cetera Planning Partners 3State Farm Investment Management Corp. 3
Questions
How many financial advisors does Braeburn Wealth Management, LLC have in Muskegon?
3 investment adviser representatives are registered at Braeburn Wealth Management, LLC offices in Muskegon, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Braeburn Wealth Management, LLC one of the largest advisor employers in Muskegon?
Braeburn Wealth Management, LLC ranks number 8 in Muskegon by registered advisors; Raymond James & Associates, Inc. has the most, with 11.
How do I check a Braeburn Wealth Management, LLC advisor in Muskegon?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Braeburn Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.