Executive Wealth Management, LLC

Executive Wealth Management, LLC (CRD# 140736) is a financial advisory firm headquartered in Brighton, MI. They manage $677,819,624 in 4,731 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    678
    MILLION
  • Total Number of Accounts
    4,731
    ACCOUNTS
  • Average Account Value
    $143,272
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
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.

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NY, OH, SC, TN, TX, WA

Financial Advisors at Executive Wealth Management, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Albert P. Herzog
CRD#: 1187236
135 W. North Street, Suite 1, Brighton, MI 48116
96
Wealthminder
score

Albert Herzog (CRD# 1187236) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 29 years of experience in the finance industry. Albert Herzog 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.

2
Michael J. Lay
CRD#: 5201752
135 West North Street, Suite 1, Brighton, MI 48116
96
Wealthminder
score

Michael Lay (CRD# 5201752) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 10 years of experience in the finance industry. Michael Lay 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
Gregory J. Barber
CRD#: 3121606
135 West North Street, Suite 1, Brighton, MI 48116
93
Wealthminder
score

Gregory Barber (CRD# 3121606) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 19 years of experience in the finance industry.

4
John L. Barbrick
CRD#: 4907681
135 West North Street, Suite 1, Brighton, MI 48116
93
Wealthminder
score

John Barbrick (CRD# 4907681) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 13 years of experience in the finance industry.

5
William J. Barker
CRD#: 12589
135 West North Street, Suite 1, Brighton, MI 48116
93
Wealthminder
score

William Barker (CRD# 12589) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 20 years of experience in the finance industry.

6
Kevin E. Cross
CRD#: 4429844
135 West North Street, Suite 1, Brighton, MI 48116
93
Wealthminder
score

Kevin Cross (CRD# 4429844) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 16 years of experience in the finance industry.

7
John R. Oliver
CRD#: 4820353
135 West North Street, Suite 1, Brighton, MI 48116
93
Wealthminder
score

John Oliver (CRD# 4820353) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 13 years of experience in the finance industry.

8
James A. Plaskey
CRD#: 5939721
135 West North Street, Suite 1, Brighton, MI 48116
93
Wealthminder
score

James Plaskey (CRD# 5939721) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 4 years of experience in the finance industry. James Plaskey 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.

9
Kyrstin N. Ritsema
CRD#: 4923538
135 West North Street, Suite 1, Brighton, MI 48116
93
Wealthminder
score

Kyrstin Ritsema (CRD# 4923538) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 9 years of experience in the finance industry.

10
Richard R. Rush
CRD#: 1516537
135 West North Street, Suite 1, Brighton, MI 48116
93
Wealthminder
score

Richard Rush (CRD# 1516537) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 25 years of experience in the finance industry.

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