Vanessa Sredzinski (CRD# 6646059) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 4 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Executive Wealth Management, LLC | Brighton, MI | Nov 2023 - Current | < 1 |
| Executive Wealth Managements, LLC | Brighton, MI | Mar 2022 - Nov 2023 | 1 |
| Executive Wealth Management, LLC | Brighton, MI | Aug 2017 - Mar 2022 | 4 |
| Sushi Zen | Brighton, MI | Sep 2015 - Dec 2018 | 3 |
| H&r Block | Howell, MI | Jan 2018 - Apr 2018 | < 1 |
| Michigan State University | East Lansing, MI | Sep 2014 - May 2017 | 2 |
| Leos Coney Island | Howell, MI | Mar 2012 - Oct 2016 | 4 |
| Lansing Community College | Lansing, MI | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- AZ
- CA
- IL
- MI
- MO
- NC
- OH
- SC
- TX
- WA
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Total Assets Under Management1,439MILLIONS
-
Total Number of Accounts7,577ACCOUNTS
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Average Account Value$189,881
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NY, OH, PA, SC, TX, VA, WA, WI
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