Brandon Michael Graetz
Professional Summary
Brandon Michael Graetz is a registered financial advisor currently at GRAETZ WEALTH located in Jenison, Michigan. Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brandon has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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WEALTHCARE CAPITAL MANAGEMENT LLC
Videos & Posts
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Contact Information
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Disclosures on record.
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.
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WEALTHCARE CAPITAL MANAGEMENT LLC
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
GRAETZ WEALTH | GRAETZ WEALTH, LLC
Contact Information
Main Address
501 Baldwin Street Suite 207, Jenison, MI 49428Phone Number
(616) 226-8867# of Employees
3SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
861AUM (Assets Under Management)
$158,200,000Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
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.
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Primary Firm SEC Registration
GRAETZ WEALTH | GRAETZ WEALTH, LLC
State Registrations and Notice Filings
(1/20/2022)
(3/27/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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WEALTHCARE CAPITAL MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Michael Graetz's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
