Brian D'Aprile is an Investment Advisor Representative and Founder of WealthStrategies Financial Advisors, LLC in Northville, Michigan and has over 15 years of experience in the financial services industry. Brian specializes in financial planning and investment management. Brian has a Masters in Business Administration (MBA) degree from the University of Michigan and has earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthstrategies Insurance Services, LLC | Northville, MI | Jan 2013 - Current | 11 |
| Pureretire LLC | Northville, MI | Sep 2005 - Current | 18 |
| Glide Path Financial Advisors, LLC | Northville, MI | Sep 2008 - Jan 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
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Total Assets Under Management8MILLIONS
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Total Number of Accounts14ACCOUNTS
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Average Account Value$604,037
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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