Ontrack Wealth Management

Ontrack Wealth Management (CRD# 311374) is a financial advisory firm headquartered in Canton, MI. They manage $57,551,638 in 260 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8540 N Canton Center Rd, Canton, MI 48187
https://www.ontrackplans.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $221,352
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Ontrack Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
James Burns, financial advisor Plymouth MI
James T. Burns
CRD#: 6288116
12002 N Canton Center Rd, Plymouth, MI 48170

James Burns (CRD# 6288116) is an Investment Advisor Representative working at Ontrack Wealth Management in Plymouth, MI and has over 5 years of experience in the finance industry.

2
Jeremiah Whiddon, financial advisor Canton MI
Jeremiah J. Whiddon
CRD#: 7306634
8540 N Canton Center Rd, Canton, MI 48187

Jeremiah Whiddon (CRD# 7306634) is an Investment Advisor Representative working at Ontrack Wealth Management in Canton, MI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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