Avery
Ragatzki
Baron Wealth Management, LLC
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About this Advisor
Avery Ragatzki is a financial advisor based in Troy, Michigan, working with Baron Wealth Management, LLC. Avery has previously held positions at Plante Moran Financial Advisors, Carl's Golfland, Oakland University, Ford, Care.com, Gina Agosta Salon, Novi High School, and Baron Wealth Management. Avery has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Avery is part of Baron Wealth Management, LLC, which operates out of Troy, Michigan. The firm has 6 employees and manages assets totaling $626.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Baron Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baron Wealth Management, LLC Brokerage Details
$626,541,399
6
617
$1,015,464
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Avery Ragatzki Work History
Baron Wealth Management
Plante Moran Financial Advisors
Carl'S Golfland
Oakland University
Plante Moran Financial Advisors
Carl'S Golfland
Oakland University
Carl'S Golfland
Oakland University
Oakland University
Ford
Care.Com
Gina Agosta Salon
Novi High School
Disclosures
Please visit the SEC profile of Avery Ragatzki 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 Baron Wealth Management, LLC
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
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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