Dimitri Poland (CRD# 7597918) is an Investment Advisor Representative working at Braeburn Wealth Management, LLC in Muskegon, MI and has 1 year of experience in the finance industry.
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
CRD# 6581230
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Braeburn Wealth Management | Muskegon, MI | May 2022 - Current | 2 |
| Braeburn Wealth Management, LLC | Muskegon, MI | May 2022 - Current | 2 |
| N/a | N/a, XX | Aug 2021 - Apr 2022 | < 1 |
| Valeo Financial Advisors | Carmel, IN | May 2021 - Jul 2021 | < 1 |
| N/a | N/a, XX | Sep 2020 - Apr 2021 | < 1 |
| Braeburn Wealth Management | Muskegon, MI | Mar 2020 - Aug 2020 | < 1 |
| N/a | N/a, XX | Sep 2019 - Feb 2020 | < 1 |
| Muskegon Country Club | Muskegon, MI | Jun 2019 - Aug 2019 | < 1 |
| N/a | N/a, XX | Sep 2018 - May 2019 | < 1 |
| The Deck | Muskegon, MI | Jun 2018 - Aug 2018 | < 1 |
| N/a | N/a, XX | Oct 2017 - May 2018 | < 1 |
| Hank's Tavern | Norton Shores, MI | Jun 2017 - Sep 2017 | < 1 |
| N/a | N/a, XX | May 2016 - May 2017 | 1 |
| N/a | Norton Shores, MI | Jul 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
-
Total Assets Under Management270MILLIONS
-
Total Number of Accounts1,174ACCOUNTS
-
Average Account Value$229,715
- 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
- Publication of periodicals or newsletters
- Other
CA, FL, LA, MI, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.