Bradley D. Vey

FOGUTH WEALTH MANAGEMENT.

Clarkston, MI 48348

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CRD#: 6390323

Professional summary

Bradley D Vey is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Clarkston, Michigan.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Bradley has worked at 3 firms 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.

INDEPENDENT INSURANCE AGENT/SELF EMPLOYED OWNER. INSURANCE AND FIXED ANNUITY SERVICE AND SALES. NOT INVESTMENT RELATED. 325 W Main St, Brighton, MI, 48116. HOURS VARY PER MONTH (ESTIMATE 20-40 HOURS PER MONTH), MOST IF NOT ALL DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley D Vey's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 15, 2023 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 8031 Ortonville Rd. Suite 170, Clarkston, MI 48348Office #2: 325 W. Main St., Brighton, MI 48116

RIA

CRD#: 327434

Clarkston, MI

Past

February 7, 2022 - December 13, 2023

TRUADVICE LLC

RIA

CRD#: 292482

NORTHVILLE, MI

Past

September 11, 2014 - February 7, 2022

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Brighton, 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".

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 Approved)

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
(9/15/2023)

IAR

North Carolina
(9/27/2023)

IAR

Texas
(9/15/2023)

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: 8/14/2014

Uniform Investment Adviser Law Examination

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 Approved)

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Contact information

Main Address

325 W. Main St., Brighton, MI 48116

Mailing Address

Phone number

(810) 522-5650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWM ADV PART 2A FIRM BROCHURE (3/25/25) (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,683
AUM (Assets Under Management)	$ 439,609,115

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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Bradley D. Vey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley D Vey's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOGUTH WEALTH MANAGEMENT, LLC.

TRUADVICE LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

FOGUTH WEALTH MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2014

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOGUTH WEALTH MANAGEMENT, LLC.

TRUST BUT VERIFY

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