MB
Michael G. Brodowicz
GOLDEN RESERVE RETIREMENT
Troy, MI 48084-4108
Some features on this profile are disabled
CRD#: 6626106
MB
Professional summary
Michael G. Brodowicz, who also goes by Michael Gary Brodowicz, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Troy, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Gary Brodowicz
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.
1) Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 04/2025 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity. 2) Walled Lake Foundation for Excellence; 850 Ladd Road, Building D, Walled Lake, MI 48390; Started 09/12/2016; Volunteer Board Chairman; Non-Profit organization provides financial support to the school district via grant program and donations; Not Investment Related; 3-5 hours/month; 0 hours/month during business hours; No Compensation. I help with administration and execution of fund development & foundation events. Planning, executive functions, and overall organizational leadership. 3) Community Financial Credit Union Supervisory Committee - Not Investment Related - P.O. Box 8050, Plymouth, MI 48170 - Volunteer Committee Member - Started 12/15/2022 - 2-4 hours per month - 0 hours per month during trading hours - Volunteer basis. Responsible for ensuring that the credit union operates in a safe, sound, and compliant manner.
CRS (Client Relationship Summary) - RIA
Click below to view Michael G. Brodowicz'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®
NoneExperience
Current
April 20, 2025 - Present
GOLDEN RESERVE RETIREMENT, LLC
Office #1: 901 Wilshire Drive Suite 555, Troy, MI 48084-4108Office #2: 41850 West 11 Mile Road Suite 235, Novi, MI 48375RIA
CRD#: 283588
Troy, MI
Past
March 22, 2021 - April 18, 2025
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
DETROIT, MI
Past
March 22, 2021 - April 18, 2025
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
DETROIT, MI
Past
July 20, 2018 - February 10, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
TROY, MI
Past
July 20, 2018 - February 10, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
TROY, MI
Past
June 29, 2016 - July 26, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
TROY, MI
Past
May 21, 2016 - July 26, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
TROY, 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".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 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(4/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,183 |
| AUM (Assets Under Management) | $ 310,932,597 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
