Michael
Locke

Johnson Brunetti

CRD#7563428
Investment Advisor
in Wethersfield, CT

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About this Advisor

Michael Locke is a financial advisor operating in Wethersfield, Connecticut. Locke works at Johnson Brunetti. Over the course of their career, they have held roles at Two Rivers Magnet Middle School, East Hartford High School, Tunxis Community College, Manchester Community College, N/A, Colorado State University Global Campus, Adviceone, LLC, Spyrnal Financial Group, Darwin Wealth Management, Student, Renewal By Anderson, Agemy Financial Strategies, Johnson Brunetti and Jb Capital, LLC. Locke maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Connecticut. Johnson Brunetti is a financial advisory business based out of Wethersfield, CT. The firm has offices in nine locations and a total of 42 financial advisors. It manages $1 billion in assets under management among its 10,407 accounts, placing it among the larger firms in the United States by assets under management. Of its 10,407 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. Johnson Brunetti has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which service is offered. Fee types charged by Johnson Brunetti can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

$1,183,289,377

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

42

CT Average: 35
Total Number of Accounts

10,407

CT Average: 690
Average Account Size

$113,701

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

Michael has been registered as a financial advisor for 0 years.*

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

2012 - 2014 (2 years)

Two Rivers Magnet Middle School

2011 - 2018 (7 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Jeffrey Ludka
Wethersfield, CT
Alexander Angst
Wethersfield, CT
Matthew Pastor
Wethersfield, CT
Heath Grossman
Wethersfield, CT
Alex Hubbard
Wethersfield, CT
Nicholas Colantuono
Wethersfield, CT
Brett Larocque
Wethersfield, CT
Michael Locke
Wethersfield, CT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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