Brian Michael Pugh
Professional Summary
Brian Michael Pugh, who also goes by Brian Pugh, is a registered financial advisor currently at STEWARDS WEALTH PLANNING, LLC located in Okemos, Michigan. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Brian has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian Pugh
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FOGUTH WEALTH MANAGEMENT, LLC.
Videos & Posts
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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FOGUTH WEALTH MANAGEMENT, LLC.
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Disclosures on record.
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FOGUTH WEALTH MANAGEMENT, LLC.
Years of Experience
3 years in the financial services industry
Current & Past Employments
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
LIFEPLAN ADVISORY SERVICES, LLC | STEWARDS WEALTH PLANNING, LLC
Contact Information
Main Address
2190 Commons Parkway, Okemos, MI 48864Phone Number
(517) 323-7526# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
764AUM (Assets Under Management)
$99,380,000Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
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.
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FOGUTH WEALTH MANAGEMENT, LLC.
State Registrations and Notice Filings
(2/21/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Michael Pugh's CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.
