Bryan Haggard (CRD# 5520616) is an Investment Advisor Representative working at Retiremitten Financial LLC in Milford, MI and has over 15 years of experience in the finance industry. Bryan Haggard 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# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retiremitten Financial LLC | Milford, MI | Apr 2019 - Current | 5 |
| Mainstay Capital Management, LLC | Grand Blanc, MI | Dec 2012 - Jun 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
- CA
- CO
- FL
- MI
- NC
- TX
- WA
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts299ACCOUNTS
-
Average Account Value$270,417
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, MI, NC, TX, WA
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