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Brandon Michael Graetz

GRAETZ WEALTH, LLC·JENISON, Michigan
Clean recordGRAETZ WEALTH, LLC
501 BALDWIN ST, JENISON, MI 49428CRD# 4187794Firm CRD# 317857

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Michael Graetz · JENISON, MI
Registration
CRD #4187794 · GRAETZ WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brandon Michael Graetz is a registered financial advisor based in JENISON, Michigan, affiliated with GRAETZ WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GRAETZ WEALTH, LLC
GRAETZ WEALTH
AUM
$108M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GRAETZ WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 4187794
Firm CRD# 317857
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Michael Graetz offer?
Brandon Michael Graetz specializes in Financial Planning, Investment Management. Contact their office in JENISON, Michigan for a consultation.
What are Brandon Michael Graetz's credentials?
Brandon Michael Graetz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Michael Graetz located?
Brandon Michael Graetz is based in JENISON, Michigan, working with GRAETZ WEALTH, LLC. Their office serves clients in the JENISON metropolitan area and surrounding communities.
How does Brandon Michael Graetz charge for services?
Brandon Michael Graetz's firm is compensated through percentage of aum, performance-based fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAETZ WEALTH, LLC?
GRAETZ WEALTH, LLC has approximately 3 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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