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Griffin M Saddler

Griffin M. Saddler

WATERSHED WEALTH
ALPENA, MI 49707
Some features on this profile are disabled
CRD#: 6856259
Griffin M Saddler

Professional summary

Griffin M Saddler, CFP®, who also goes by Griffin M Saddler, is a registered financial advisor currently at WATERSHED WEALTH located in Alpena, Michigan.

Griffin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Griffin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Griffin M Saddler

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.
Board Member - Alpena Community Credit Union Griffin Saddler serves as a member of the Board of Directors for Alpena Community Credit Union (ACCU), an investment-related financial institution located at 710 W Miller St, Alpena, MI 49707. Griffin has held this position since November 2024, committing approximately 2 hours per month outside of securities trading hours. His duties involve general direction, oversight, and promoting sound business practices in alignment with Michigan law and NCUA regulations. This role, unrelated to Watershed Wealth's advisory services, includes no compensation and presents no conflicts of interest or referral arrangements.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Griffin M Saddler'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: 2022

Experience

Current

May 19, 2023 - Present

WATERSHED WEALTH

Office #1: 1223 S State Ave Suite B, Alpena, MI 49707
RIA
CRD#: 325405
ALPENA, MI
Past

November 6, 2019 - May 17, 2023

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
ALPENA, MI
Past

September 25, 2019 - May 17, 2023

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
ALPENA, MI

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
(5/19/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/28/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/25/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/12/2019
Securities Industry Essentials Examination

Current Firm

WW
WATERSHED WEALTH
WATERSHED WEALTH | WATERSHED WEALTH MANAGEMENT LLC

CRD#: 325405 / SEC#:

Michigan
Registered Investment Advisory firm - (3/21/2023 Approved)
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Contact information

Main Address
1223 S State Ave Suite B, Alpena, MI 49707
Mailing Address
Phone number
(989) 255-0457
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts121
AUM (Assets Under Management)$ 14,570,015

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.

Company Information

WATERSHED WEALTH

CRD#: 325405Alpena, MI 49707

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