Erickson Braund (CRD# 2544396) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has over 29 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.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Wealth Advisors Dba Black Walnut Wealth Management | Phoenix, AZ | Mar 2018 - Current | 6 |
| 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 |
- MI
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Total Assets Under Management4,829MILLIONS
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Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WY
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