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Michael L. Brundage

CLEAR RIDGE WEALTH MANAGEMENT, LLC·KALAMAZOO, Michigan
Series 65Clean record11 years registeredCLEAR RIDGE WEALTH MANAGEMENT, LLC
259 E. MICHIGAN AVENUE, KALAMAZOO, MI 49007CRD# 6385031Firm CRD# 172689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael L. Brundage · KALAMAZOO, MI
Registration
CRD #6385031 · CLEAR RIDGE WEALTH MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

CLEAR RIDGE WEALTH MANAGEMENT, LLC
Nov 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 5, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CRD 172689 · SEC 801-121285
AUM
$182M
Regulatory assets under management
Employees
3
357 client accounts
Services offered by CLEAR RIDGE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLEAR RIDGE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Michael L. Brundage offer?
Michael L. Brundage specializes in Financial Planning, Investment Management. Contact their office in KALAMAZOO, Michigan for a consultation.
What are Michael L. Brundage's credentials?
Michael L. Brundage is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael L. Brundage located?
Michael L. Brundage is based in KALAMAZOO, Michigan, working with CLEAR RIDGE WEALTH MANAGEMENT, LLC. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.
How does Michael L. Brundage charge for services?
Michael L. Brundage's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEAR RIDGE WEALTH MANAGEMENT, LLC?
CLEAR RIDGE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michelle Larabee Eldridge
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