Griffin Saddler
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.
CRD# 3273069
Osaic Wealth, Inc.
CRD# 6868127
Edward Jones
CRD# 6897148
Osaic Wealth, Inc.
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 |
- MI
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Total Assets Under Management9MILLIONS
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Total Number of Accounts43ACCOUNTS
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Average Account Value$210,178
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
MI
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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