Cranbrook Wealth Management, LLC

Cranbrook Wealth Management, LLC (CRD# 132058) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $770,874,831 in 1,105 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    771
    MILLION
  • Total Number of Accounts
    1,105
    ACCOUNTS
  • Average Account Value
    $697,624
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, TX

Financial Advisors at Cranbrook Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard E. Balamucki
CRD#: 847418
36330 Woodward Ave., Suite 200, Bloomfield Hills, MI 48034

Richard Balamucki (CRD# 847418) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Bloomfield Hills, MI and has over 28 years of experience in the finance industry.

2
Casey J. Bear
CRD#: 4869348
36330 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304

Casey Bear (CRD# 4869348) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Bloomfield Hills, 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.

3
Mark R. Fitzgerald
CRD#: 3204553
36330 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304

Mark Fitzgerald (CRD# 3204553) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Bloomfield Hills, MI and has over 21 years of experience in the finance industry.

4
Logan T. Ross
CRD#: 6096636
36330 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304

Logan Ross (CRD# 6096636) is an Investment Advisor Representative working at Cranbrook Wealth Management, LLC in Bloomfield Hills, MI and has over 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.