Trent Debruin
MD WEALTH MANAGEMENT
Chelsea, MI 48118
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CRD#: 6980635
Professional summary
Trent Debruin, CFP® is a registered financial advisor currently at MD WEALTH MANAGEMENT, LLC located in Chelsea, Michigan.
Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Trent has worked at 1 firm .
Biography
Trent DeBruin is a fiduciary financial planner and co-founder of MD Wealth Management. Prior to co-founding the firm, Trent was a partner at Driehaus Capital Management in Chicago. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. Trent has a BA in Finance from the University of Notre Dame and an MBA in Finance and Economics from the University of Chicago. He lives in Saline, Michigan with his wife, Jen, and their four children.
Question & Answer
What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Inheritance
Social Security Planning
Retirement Planning
Education Planning
Comprehensive Financial Planni...
Retirement Income Management
Tax Planning
Investment Planning
Insurance Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Trent Debruin'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: 2018
Experience
Current
July 23, 2018 - Present
MD WEALTH MANAGEMENT, LLC
Office #1: 109 W Middle St, Chelsea, MI 48118RIA
CRD#: 297823
Chelsea, 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
Illinois(1/25/2022)
IAR
Michigan(7/23/2018)
IAR
Ohio(3/22/2021)
IAR
Texas(4/1/2021)
Exams
Current Firm
MD WEALTH MANAGEMENT, LLC
MD WEALTH MANAGEMENT, LLC
CRD#: 297823 / SEC#:
Illinois
Registered Investment Advisory firm - (1/25/2022 Approved)Michigan
Registered Investment Advisory firm - (7/3/2018 Approved)Ohio
Registered Investment Advisory firm - (3/22/2021 Approved)Texas
Registered Investment Advisory firm - (3/19/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
109 W Middle St, Chelsea, MI 48118
Mailing Address
Phone number
(734) 433-9600
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 363 |
| AUM (Assets Under Management) | $ 84,837,149 |
Red Flags
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