Erickson
Braund
Dynamic Wealth Advisors
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About this Advisor
Erickson Braund is a financial advisor based in Traverse City, Michigan, working with Dynamic Wealth Advisors. Erickson has previously held positions at Dynamic Wealth Advisors Dba Black Walnut Wealth Management, The Rehmann Group, Royal Alliance Associates, Rehmann Financial Network, LLC, and Regal Investment Advisors. Erickson has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Erickson is part of Dynamic Wealth Advisors, which operates out of Traverse City, Michigan. The firm has 54 offices and 125 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Dynamic Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$4,829,248,145
125
14,988
$322,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Erickson Braund Work History
Dynamic Wealth Advisors Dba Black Walnut Wealth Management
Rehmann Financial Network, LLC
Regal Investment Advisors
Royal Alliance Associates
The Rehmann Group
Disclosures
Please visit the SEC profile of Erickson Braund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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