Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116


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General Information

Firm Start Year


No. of Employees



Qualifications & Membership

Compensation and Fees


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

Additional Detailed Disclosures