Erickson BraundCRD Number: 2544396
Current Firm: Dynamic Wealth Advisors
Erickson Braund (CRD# 2544396) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has over 28 years of experience in the finance industry. Erickson Braund 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Saxony Capital Management, LLC
Raymond James & Associates, Inc.
Creativeone Wealth, LLC
|Dynamic Wealth Advisors Dba Black Walnut Wealth Management||Phoenix, AZ||Mar 2018 - Current||5|
|Regal Investment Advisors||Kentwood, MI||Apr 2017 - Mar 2018||< 1|
|Rehmann Financial Network, LLC||Lansing, MI||Jan 2017 - Apr 2017||< 1|
|Royal Alliance Associates||Traverse City, MI||Feb 2010 - Apr 2017||7|
|The Rehmann Group||Traverse City, MI||Jun 2007 - Apr 2017||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1995|
|S65||NASAA Investment Advisors Law Examination||Jan 2005|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts12,207ACCOUNTS
Average Account Value$266,444
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.