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Michael Allen Poland

BRAEBURN WEALTH MANAGEMENT, LLC·MUSKEGON, Michigan
Series 7, Series 63, Series 65Clean record26 years registeredBRAEBURN WEALTH MANAGEMENT, LLC
111 WEST WESTERN AVENUE, MUSKEGON, MI 49442CRD# 1953230Firm CRD# 158007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Allen Poland · MUSKEGON, MI
Registration
CRD #1953230 · BRAEBURN WEALTH MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

BRAEBURN WEALTH MANAGEMENT, LLC
Aug 2011 – present
REHMANN FINANCIAL
Sep 2009 – Aug 2011
LANSING, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jun 2000 – Jan 2009
MUSKEGON, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 19, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRAEBURN WEALTH MANAGEMENT, LLC
CRD 158007 · SEC 801-108353
AUM
$270M
Regulatory assets under management
Employees
5
1,174 client accounts
Services offered by BRAEBURN WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BRAEBURN WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Michael Allen Poland offer?
Michael Allen Poland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MUSKEGON, Michigan for a consultation.
What are Michael Allen Poland's credentials?
Michael Allen Poland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Allen Poland located?
Michael Allen Poland is based in MUSKEGON, Michigan, working with BRAEBURN WEALTH MANAGEMENT, LLC. Their office serves clients in the MUSKEGON metropolitan area and surrounding communities.
How does Michael Allen Poland charge for services?
Michael Allen Poland'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 BRAEBURN WEALTH MANAGEMENT, LLC?
BRAEBURN WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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