Brian Cannon (CRD# 6359412) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 8 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Planning Consultants Of Northern Michigan, Inc. | Elk Rapids, MI | Jan 2020 - Current | 4 |
| Financial Planning Consultants Of Northern Michigan, Inc. | Elk Rapids, MI | Jul 2015 - Current | 8 |
| Advanced Dock Solutions | Central Lake, MI | Apr 2015 - Current | 9 |
| Tekton Tools | Grand Rapids, MI | Dec 2014 - Apr 2015 | < 1 |
| Grand Valley State University | Allendale, MI | Jun 2010 - Dec 2014 | 4 |
| Hantz Financial Services | Southfield, MI | Jun 2014 - Sep 2014 | < 1 |
| Swan Valley Marina | East Jordan, MI | May 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- MI
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts210ACCOUNTS
-
Average Account Value$67,414
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI, TX
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