Bryan D Haggard
CFP®Professional Summary
Bryan D Haggard, CFP® is a registered financial advisor currently at RETIREMITTEN FINANCIAL LLC located in Clarkston, Michigan. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bryan has worked at 3 firms and has passed the 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
Who I Serve
Services Offered
- Education Funding
- Retirement Planning
- Business Services
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
Specializations
Biography
When Don and Kim walked into the office, the issue wasn't that they hadn't saved enough for retirement. The issue was that they weren’t comfortable spending their money. Don and Kim were so nervous about running out of money, they decided the best option was to spend none of it. The only people benefiting from Don and Kim’s retirement plan was the kids’ inheritance. In order to help families realize their dream of a successful...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
NORTH50 FINANCIAL | RETIREMITTEN FINANCIAL LLC | NORTH50 FINANCIAL LLC
Contact Information
Main Address
6548 Town Center Drive Ste A, Clarkston, MI 48346Phone Number
(248) 935-0470# of Employees
5SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
685AUM (Assets Under Management)
$213,801,111Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
NORTH50 FINANCIAL | RETIREMITTEN FINANCIAL LLC | NORTH50 FINANCIAL LLC
State Registrations and Notice Filings
(4/9/2019)
(11/13/2019)
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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CRS (Client Relationship Summary) - RIA
Click below to view Bryan D Haggard's CRS (Customer Relationship Summary).
Services Offered by Bryan
- Education Funding
- Retirement Planning
- Business Services
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
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