Bryan D. Haggard
RETIREMITTEN FINANCIAL LLC
Milford, MI 48381
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CRD#: 5520616
Professional summary
Bryan D Haggard, CFP® is a registered financial advisor currently at RETIREMITTEN FINANCIAL LLC located in Milford, 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.
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 retirement, we go through a three-step process.
Step 1: The Retirement Roadmap
Initially, we go through a comprehensive retirement plan and goal setting process.
Step 2: The Retirement Paycheck
Once goals are established, we now need to build an investment portfolio to help meet those goals. We help you create a “retirement paycheck”. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market.
Step 3: On-going Planning and Support
The initial plan and investment strategy are only the beginning. Our on-going support makes sure that you have a helping hand throughout your retirement.
Looking For a Stress-Free and Fulfilling Retirement?
If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.
Cross-Border Financial Planning
RetireMitten Financial is an expert in cross-border financial planning, specifically working with families that have lived in both the U.S. and Canada. Let us help you navigate your confusing cross-border retirement.
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Tax Planning
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Corporate Executives
ExPat and Cross Border Issues
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan D Haggard's 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®
Start date: 2011
Experience
Current
April 9, 2019 - Present
RETIREMITTEN FINANCIAL LLC
Office #1: 522 N Main St Ste 200, Milford, MI 48381RIA
CRD#: 300779
Milford, MI
Past
December 20, 2012 - July 19, 2019
MAINSTAY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 109528
GRAND BLANC, MI
Past
September 5, 2008 - February 10, 2010
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
ENGLEWOOD, CO
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)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(4/9/2019)
IAR
Texas(11/13/2019)
Exams
State Security Law Exam
General Industry/Product Exam
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
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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
3
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 130,912,185 |
Red Flags
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Company Information
RETIREMITTEN FINANCIAL LLC
CRD#: 300779Milford, MI 48381TRUST BUT VERIFY
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