Andrew W. Musbach

MD WEALTH MANAGEMENT

Chelsea, MI 48118

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CRD#: 6378110

Professional summary

Andrew W. A. Musbach, CFP® is a registered financial advisor currently at MD WEALTH MANAGEMENT, LLC located in Chelsea, Michigan.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 3 firms and has passed the Series 65 exam.

Biography

Andrew Musbach is a co-founder of MD Wealth Management, LLC. Prior to co-founding the firm, Andrew worked as a financial advisor at Balasa Dinverno Foltz LLC and Huber Financial Advisors LLC, two independent firms in Chicago with over $5 billion of assets under management collectively. Andrew is a CFP® professional and has a BS in Finance from Miami (OH) University. He lives in Saline, MI with his wife, Jenny.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Investment Advice with Ongoing...

Medical Professionals

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

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 Andrew W. A. Musbach'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^®

Certified Financial Planner

Start date: 2015

Experience

Current

August 10, 2018 - Present

MD WEALTH MANAGEMENT, LLC

Office #1: 109 W Middle St, Chelsea, MI 48118

RIA

CRD#: 297823

Chelsea, MI

Past

November 30, 2016 - July 26, 2018

HUBER FINANCIAL

RIA

CRD#: 153747

Chicago, IL

Past

November 17, 2014 - October 21, 2016

BALASA DINVERNO FOLTZ LLC

RIA

CRD#: 113630

ITASCA, IL

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
(8/10/2018)

IAR

Ohio
(3/22/2021)

IAR

Texas
(4/1/2021)

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 65

Date: 11/17/2014

Uniform Investment Adviser Law Examination

Current Firm

MD WEALTH MANAGEMENT, LLC

CRD#: 297823 / SEC#:

Illinois

Registered Investment Advisory firm - (1/25/2022 Approved)

Michigan

Registered Investment Advisory firm - (7/3/2018 Approved)

Ohio

Registered Investment Advisory firm - (3/22/2021 Approved)

Texas

Registered Investment Advisory firm - (3/19/2021 Conditional Restricted)

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Contact information

Main Address

109 W Middle St, Chelsea, MI 48118

Mailing Address

Phone number

(734) 433-9600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	363
AUM (Assets Under Management)	$ 84,837,149

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.

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Andrew W. Musbach

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew W. A. Musbach's CRS (Customer Relationship Summary).

Certified licenses

Experience

MD WEALTH MANAGEMENT, LLC

HUBER FINANCIAL

BALASA DINVERNO FOLTZ LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2014

Current Firm

MD WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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