seller-profile

Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

8102296446

Connect with Todd

General Information

Firm Start Year

2006

No. of Employees

20-49

Compliance

Qualifications & Membership

Compensation and Fees

Education

Certified Private Wealth Advisor -

Investments and Wealth Institute
2018 -2018

Certified Investment Management Analyst -

Investments and Wealth Institute
2009 -2009

CFP Certification Professional Education Program -

College for Financial Planning
2005 -2007

BSBA, Supply Chain and General Management -

Central Michigan University
1999 -2003

Retirement Management Advisor -

Investments and Wealth Institute
2022 -2022

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886895/rothira-Executive-Wealth-Management-detailed-disclosure.html