Griffin Saddler, financial advisor Alpena MI

Griffin Saddler

Watershed Wealth

CRD Number: 6856259
Current Firm: Watershed Wealth
Compensation Model: Fee Only

As a CERTIFIED FINANCIAL PLANNER™ and founder of Watershed Wealth, my passion is to guide the next generation of professionals through their unique financial journeys.

With a background in Finance from Grand Valley State University, coupled with five robust years of experience across the financial planning industry, I took a leap and started my own firm in my hometown of Alpena, MI.

Beyond growing Watershed Wealth, I’m committed to my community, currently holding multiple board positions each with a focus on community improvement.

I strongly believe in collaboration and actively engage with local leaders, entrepreneurs and creatives to foster a sense of community progression.

After work, you’ll find me in the great outdoors, enjoying a round of golf, or spending quality time with my wife and our golden retriever, Peach.

I am not merely a financial planner, and my approach towards life and work reflects personal dedication not only to my clients and their financial journeys, but to fostering stronger, financially literate communities.

CONTACT
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Professional Designations
Company Name Location Dates Years
Watershed Wealth Management LLC Alpena, MI Apr 2023 - Current 1
Woodbury Financial Services Alpena, MI Sep 2019 - May 2023 3
Clear Strategy Alpena, MI Apr 2019 - Sep 2019 < 1
Grand Valley State University Allendale, MI Aug 2015 - Apr 2019 3
Northwestern Mutual Grand Rapids, MI Jan 2018 - Jun 2018 < 1
Well Connect Alpena, MI May 2017 - Aug 2017 < 1
Arzo Park Alpena, MI May 2016 - Aug 2016 < 1
Glik's Alpena, MI Oct 2014 - Aug 2015 < 1
Alpena Golf Club Alpena, MI Jun 2011 - Oct 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Griffin M. Saddler
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $210,178
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Firm Disclaimer:

Watershed Wealth Management LLC, DBA "Watershed Wealth", is a registered investment advisor offering advisory services in the State of Michigan and in other jurisdictions where exempted.

 

Registration does not imply a certain level of skill or training.The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized.

 

The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results.

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