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