Nathan Sealey (CRD# 2997307) is an Investment Advisor Representative and independent registered representative at Nfp Advisor Services, and has over 18 years of experience in the finance industry.
www.brassringwealth.com | @brassringwealth | 855- BRASSRW
248-913-2320 | [email protected]
Brass Ring Wealth Management (BRWM) is a Clarkston Based, family-owned financial planning practice that specializes in tax efficient financial planning. Proper management of your wealth is essential, and we believe you should work with us.
Our investment and insurance professionals assist clients and business owners from all walks of life. Whether you have 30 years or 30 days from retirement we help you become more confident in your ability to care for yourself and your family.
He helps protect your assets now and through retirement with our common sense client centered approach. As an independent office we have no proprietary products and services which frees us from many conflicts of interest. The confidence that our clients enjoy is born from the strength of our relationship.
We provide:
Investment Selection
Insurance Protection
Portfolio Management and Guidance
Group Financial Education and Consulting
Retirement, Income ,College, Nursing Home, and Estate Planning
BRWM’s owner Nathan Sealey has been recognized for three consecutive years, 2013,2014, 2015 as a FIVE Star Wealth manager by HOUR Magazine and Dbusiness. In 2015 Hour Magazine featured Nathan in their Faces of Detroit Issue as the Face of Wealth Management.
Nathan Sealey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2598630
Primerica Advisors
CRD# 4578301
Morgan Stanley
CRD# 5172370
Comerica Securities
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
A Chartered Advisor for Senior Living has completed a rigorous course of instruction in the concerns facing seniors including estate planning, income distribution strategies, health and long-term care needs, investment strategy and more.
The CLU® is widely considered to be the most respected insurance designation in the industry. Chartered Life Underwriters are experts in life insurance for businesses or estate planning purposes.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Advisor Services | Austin, TX | Oct 2014 - Current | 6 |
| Brass Ring Wealth Management Inc. | Clarkston, MI | May 2007 - Current | 13 |
| Next Financial Group Inc. | Davison, MI | Sep 2004 - Oct 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S7 | General Securities Representative Examination (GS) | Jan 1998 |
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
| S24 | General Securities Principal Examination (GP) | Nov 1999 |
| S51 | Municipal Fund Securities Limited Principal Examination | Sep 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management12,254MILLIONS
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Total Number of Accounts54,412ACCOUNTS
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Average Account Value$225,208
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. NFPAS is not affiliated with Brass Ring Wealth Management Inc.
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