Cranbrook Wealth Management, LLC

Cranbrook Wealth Management, LLC (CRD# 132058) is a financial advisory firm headquartered in Troy, MI. They manage $490,084,282 in 996 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    490
    MILLION
  • Total Number of Accounts
    996
    ACCOUNTS
  • Average Account Value
    $492,052
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MI

Financial Advisors at Cranbrook Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Richard E. Balamucki
CRD#: 847418
901 Wilshire Drive, Suite 350, Troy, MI 48084
96
Wealthminder
score

Richard Balamucki (CRD# 847418) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Troy, MI and has over 24 years of experience in the finance industry.

2
Mark R. Fitzgerald
CRD#: 3204553
901 Wilshire Drive, Suite 350, Troy, MI 48084
96
Wealthminder
score

Mark Fitzgerald (CRD# 3204553) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Troy, MI and has over 17 years of experience in the finance industry.

3
Casey J. Bear
CRD#: 4869348
901 Wilshire Drive, Suite 350, Troy, MI 48084
90
Wealthminder
score

Casey Bear (CRD# 4869348) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Troy, MI and has 1 year of experience in the finance industry. Casey Bear 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.

4
Daniel J. Foley
CRD#: 5666973
901 Wilshire Drive, Suite 350, Troy, MI 48084
90
Wealthminder
score

Daniel Foley (CRD# 5666973) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Troy, MI and has 1 year of experience in the finance industry. Daniel Foley 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.

5
Logan T. Ross
CRD#: 6096636
901 Wilshire Drive, Suite 350, Troy, MI 48084
89
Wealthminder
score

Logan Ross (CRD# 6096636) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Troy, MI and has over 2 years of experience in the finance industry.

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