Michael L. Brundage
CLEAR RIDGE WEALTH MANAGEMENT
Kalamazoo, MI 49007
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CRD#: 6385031
Professional summary
Michael L. Brundage, CFP® is a registered financial advisor currently at CLEAR RIDGE WEALTH MANAGEMENT, LLC located in Kalamazoo, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 1 firm and has passed the Series 65 exam.
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.
M89 PROPERTIES, LLC, NON-INVESTMENT RELATED, 1385 WEST GULL LAKE DRIVE, RICHLAND, MI, REAL ESTATE OWNERSHIP, OWNER SINCE 11/21/2017, DEVOTES APPROXIMATELY 3 HOURS PER MONTH, 1 HOUR DURING SECURITIES TRADING HOURS, DUTIES INCLUDE OWNERSHIP AND MANAGEMENT OF RENTAL REAL ESTATE PROPERTIES.--- GULL LAKE COMMUNITY SCHOOLS FOUNDATION, INVESTMENT RELATED, 10100 E D AVE, RICHLAND, MI 49083, EDUCATION FOUNDATION SUPPORTING GULL LAKE COMMUNITY SCHOOLS IN RICHLAND, MI, TRUSTEE, AS OF AUGUST 2018, 6 HOURS DEVOTED PER MONTH, 2 HOURS DURING SECURITIES TRADING HOURS, BOARD MEMBER, MEMBER OF FINANCE COMMITTEE, REVIEW INVESTMENT PORTFOLIO FOR FOUNDATION WHICH IS MANAGED BY OUTSIDE FIRM.
CRS (Client Relationship Summary) - RIA
Click below to view Michael L. Brundage'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: 2017
Experience
Current
November 5, 2014 - Present
CLEAR RIDGE WEALTH MANAGEMENT, LLC
Office #1: 259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007RIA
CRD#: 172689
Kalamazoo, MI
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".
CR
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CLEAR RIDGE WEALTH MANAGEMENT, LLC | RISE WEALTH MANAGEMENT, LLC | RISE FINANCIAL, LLC
CRD#: 172689 / SEC#: 801-121285
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Florida
Registered Investment Advisory firm - (6/1/2021 Terminated)Michigan
Registered Investment Advisory firm - (6/1/2021 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(11/5/2014)
IAR
Texas(7/30/2025)
Current Firm
CR
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CLEAR RIDGE WEALTH MANAGEMENT, LLC | RISE WEALTH MANAGEMENT, LLC | RISE FINANCIAL, LLC
CRD#: 172689 / SEC#: 801-121285
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Florida
Registered Investment Advisory firm - (6/1/2021 Terminated)Michigan
Registered Investment Advisory firm - (6/1/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007
Mailing Address
Phone number
(269) 381-1700
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 378 |
| AUM (Assets Under Management) | $ 200,058,083 |
Red Flags
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Company Information
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CRD#: 172689Kalamazoo, MI 49007TRUST BUT VERIFY
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