BW
Brandon Weaver
WASHINGTON AVENUE ADVISORS
Lansing, MI 48910
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CRD#: 7925188
BW
Professional summary
Brandon Weaver is a registered financial advisor currently at WASHINGTON AVENUE ADVISORS located in Lansing, Michigan.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brandon has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Weaver'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
June 4, 2024 - Present
WASHINGTON AVENUE ADVISORS
Office #1: 1146 South Washington Avenue, Lansing, MI 48910RIA
CRD#: 307002
Lansing, 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".
WA
WASHINGTON AVENUE ADVISORS
RUSHMAN WEALTH MANAGEMENT | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS
CRD#: 307002 / SEC#: 801-118372
RIA
Registered Investment Advisory firm - (4/17/2020 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(6/4/2024)
Exams
Current Firm
WA
WASHINGTON AVENUE ADVISORS
RUSHMAN WEALTH MANAGEMENT | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS
CRD#: 307002 / SEC#: 801-118372
RIA
Registered Investment Advisory firm - (4/17/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1146 South Washington Avenue, Lansing, MI 48910
Mailing Address
Phone number
(844) 678-1842
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,348 |
| AUM (Assets Under Management) | $ 286,572,737 |
Red Flags
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