Michael
Locke

Johnson Brunetti

CRD#7563428
Investment Advisor
in Wethersfield, CT

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About this Advisor

Michael Locke is a financial advisor based in Wethersfield, Connecticut, working with Johnson Brunetti. Michael has previously held positions at East Hartford High School, Tunxis Community College, Manchester Community College, Colorado State University Global Campus, Adviceone, LLC, Spyrnal Financial Group, Darwin Wealth Management, Renewal By Anderson, Agemy Financial Strategies, Johnson Brunetti, and Jb Capital, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Michael is part of Johnson Brunetti, which operates out of Wethersfield, Connecticut. The firm has 10 offices and 50 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Johnson Brunetti includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

100 Great Meadow Road Suite 502
Wethersfield, CT 06109

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Johnson Brunetti Brokerage Details

Total Assets Under Management

$1,583,258,881

CT Average: $5,297,377,271
Total Number of Employees

50

CT Average: 35
Total Number of Accounts

11,635

CT Average: 690
Average Account Size

$136,077

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Michael Locke Work History

2023 - Present (1 year)

Johnson Brunetti

2023 - Present (1 year)

Jb Capital, LLC

2022 - 2022 (< 1 year)

Spyrnal Financial Group

2022 - 2023 (1 year)

Darwin Wealth Management

2021 - 2022 (1 year)

Adviceone, LLC

2021 - 2022 (1 year)

Adviceone, LLC

2020 - 2020 (< 1 year)

N/A

2020 - 2021 (1 year)

Colorado State University Global Campus

2020 - 2021 (1 year)

Agemy Financial Strategies

2020 - 2021 (1 year)

Student

2019 - 2019 (< 1 year)

Manchester Community College

2019 - 2019 (< 1 year)

Student

2018 - 2018 (< 1 year)

Tunxis Community College

2018 - 2019 (1 year)

Renewal By Anderson

2014 - 2018 (4 years)

East Hartford High School

2011 - 2018 (7 years)

Student

Disclosures

Please visit the SEC profile of Michael Locke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnson Brunetti

Brett Larocque
Wethersfield, CT
Matthew Scott
Wethersfield, CT
Ian Fergusson
Wethersfield, CT
John Breard
Atlanta, GA
Maxwell Miller
Needham, MA
Heath Grossman
Wethersfield, CT
Alex Hubbard
Wethersfield, CT
Heather Atkins
Wethersfield, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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