Michael C. Brasza

RETIREMITTEN FINANCIAL LLC

Milford, MI 48381

Some features on this profile are disabled

CRD#: 2709135

Professional summary

Michael Carmen Brasza, CFP® is a registered financial advisor currently at RETIREMITTEN FINANCIAL LLC located in Milford, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 7 firms and has passed the Series 66, Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Carmen Brasza's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 7, 2022 - Present

RETIREMITTEN FINANCIAL LLC

Office #1: 522 N Main St Ste 200, Milford, MI 48381

RIA

CRD#: 300779

Milford, MI

Past

April 9, 2010 - June 30, 2022

MAINSTAY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 109528

GRAND BLANC, MI

Past

January 28, 2008 - November 20, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

TROY, MI

Past

January 28, 2008 - November 20, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

TROY, MI

Past

October 1, 2007 - January 15, 2008

TD AMERITRADE, INC.

RIA

CRD#: 7870

SOUTHFIELD, MI

Past

October 1, 2007 - January 15, 2008

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SOUTHFIELD, MI

Past

September 21, 2007 - January 15, 2008

TD AMERITRADE, INC.

CRD#: 7870

SOUTHFIELD, MI

Past

October 15, 2004 - August 2, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FARMINGTON, MI

Past

December 18, 1997 - September 23, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RETIREMITTEN FINANCIAL LLC

NORTH50 FINANCIAL | RETIREMITTEN FINANCIAL LLC | NORTH50 FINANCIAL LLC

CRD#: 300779 / SEC#: 801-131308

RIA

Registered Investment Advisory firm - (10/22/2024 Approved)

California

Registered Investment Advisory firm - (11/30/2024 Terminated)

Colorado

Registered Investment Advisory firm - (10/31/2024 Terminated)

Florida

Registered Investment Advisory firm - (10/31/2024 Terminated)

Illinois

Registered Investment Advisory firm - (10/31/2024 Terminated)

Michigan

Registered Investment Advisory firm - (10/3/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (11/1/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2021 Approved)

Washington

Registered Investment Advisory firm - (12/2/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(9/7/2022)

IAR

Texas
(6/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/28/2007

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/18/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 9/2/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/17/1997

General Securities Representative Examination

Current Firm

RETIREMITTEN FINANCIAL LLC

NORTH50 FINANCIAL | RETIREMITTEN FINANCIAL LLC | NORTH50 FINANCIAL LLC

CRD#: 300779 / SEC#: 801-131308

RIA

Registered Investment Advisory firm - (10/22/2024 Approved)

California

Registered Investment Advisory firm - (11/30/2024 Terminated)

Colorado

Registered Investment Advisory firm - (10/31/2024 Terminated)

Florida

Registered Investment Advisory firm - (10/31/2024 Terminated)

Illinois

Registered Investment Advisory firm - (10/31/2024 Terminated)

Michigan

Registered Investment Advisory firm - (10/3/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (11/1/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2021 Approved)

Washington

Registered Investment Advisory firm - (12/2/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

522 N Main St Ste 200, Milford, MI 48381

Mailing Address

Phone number

(248) 935-0470

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A/2B BROCHURE (11/11/2025)

Regulatory assets under management

Total Number of Accounts	469
AUM (Assets Under Management)	$ 130,912,185

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

Michael Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

James Mcdonough

J.P. MORGAN SECURITIES LLC

Redford, MI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael C. Brasza

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Carmen Brasza's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAINSTAY CAPITAL MANAGEMENT, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

FIDELITY BROKERAGE SERVICES LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

RETIREMITTEN FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2007

Series 65

Date: 11/18/1998

Series 63

Date: 1/30/1998

Series 31

Date: 9/2/2003

Series 7

Date: 12/17/1997

Current Firm

RETIREMITTEN FINANCIAL LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMITTEN FINANCIAL LLC

TRUST BUT VERIFY

Similar Advisors