Brittany L. Ringo
AUTUMN FINANCIAL ADVISORS
Plymouth, MI 48170
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CRD#: 6389435
Professional summary
Brittany Lynn Ringo, CFP®, who also goes by Brittany Lynn Goodwillie, is a registered financial advisor currently at AUTUMN FINANCIAL ADVISORS, LLC located in Plymouth, Michigan.
Brittany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brittany has worked at 2 firms and has passed the Series 65 exam.
Biography
Hi, I'm Brittany. Prior to starting Autumn Financial Advisors, LLC, I worked as a planner at a personal financial planning firm in Maryland where I solidified my passion for helping families reach their goals and earned my CFP® designation. Meanwhile, my husband, Erik, worked at a global investment management firm as a Quantitative Analyst where he gained extensive investment experience and earned his Chartered Financial Analyst® (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations. We enjoyed our jobs but wanted to move to Michigan, where we both grew up, to be closer to our families. It was then that we started Autumn Financial Advisors, LLC together.
Having both a dedicated Financial Advisor and Portfolio Manager on our team enables us to give you the personalized attention we believe is important. We are passionate about simplifying your life and would love to see if we can help you in any way.
On a personal note, Erik and I live in Plymouth with our daughter, Sarah. We both enjoy trail running and backpacking.
Visit our website at autumnfa.com to learn more about our firm and schedule a call to get to know me personally. We can decide if Autumn Financial Advisors, LLC is the right fit for you, and if not, I'd be happy to refer you to someone who may be. The important thing is for you to find someone you feel comfortable with, so you can create a financial plan and invest your assets in a way that will help you reach your goals. Hope to talk with you soon!
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Life Transitions
Social Security Planning
Comprehensive Financial Planni...
Tax Planning
Education Planning
Budgeting
Retirement Income Management
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Brittany Lynn Goodwillie
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 Brittany Lynn Ringo'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
October 23, 2017 - Present
AUTUMN FINANCIAL ADVISORS, LLC
Office #1: 409 Plymouth Road Suite 124, Plymouth, MI 48170RIA
CRD#: 290151
Plymouth, MI
Past
July 28, 2015 - August 22, 2017
BUTTONWOOD FINANCIAL ADVISORS, INC.
RIA
CRD#: 144926
BALTIMORE, MD
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(10/23/2017)
Current Firm
AUTUMN FINANCIAL ADVISORS, LLC
AUTUMN FINANCIAL ADVISORS, LLC
CRD#: 290151 / SEC#:
Michigan
Registered Investment Advisory firm - (10/23/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
409 Plymouth Road Suite 124, Plymouth, MI 48170
Mailing Address
Phone number
(248) 716-8307
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 16,638,597 |
Red Flags
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Company Information
AUTUMN FINANCIAL ADVISORS, LLC
CRD#: 290151Plymouth, MI 48170TRUST BUT VERIFY
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