Katie
Gushen

Foguth Wealth Management, LLC

CRD#7538368
Investment Advisor
in Brighton, MI

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About this Advisor

Katie Gushen is a financial advisor based in Brighton, Michigan, working with Foguth Wealth Management, LLC. Katie has previously held positions at Blue Chip Partners, Inc, Aafmaa Wealth Management & Trust, LLC, Corrigan Moving Systems, Aafmaa, Foguth Financial, Truadvice, LLC, and Foguth Wealth Management, LLC. Katie has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Katie is part of Foguth Wealth Management, LLC, which operates out of Brighton, Michigan. The firm has 7 offices and 42 employees. The firm manages assets totaling $237.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Foguth Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

325 W. Main St.
Brighton, MI 48116

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Foguth Wealth Management, LLC Brokerage Details

Total Assets Under Management

$236,955,954

MI Average: $943,424,332
Total Number of Employees

42

MI Average: 21
Total Number of Accounts

2,988

MI Average: 1,586
Average Account Size

$79,303

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Katie Gushen Work History

2023 - Present (1 year)

Foguth Financial

2023 - Present (1 year)

Truadvice, LLC

2023 - Present (1 year)

Foguth Wealth Management, LLC

2022 - 2022 (< 1 year)

Blue Chip Partners, Inc

2018 - 2022 (4 years)

Aafmaa Wealth Management & Trust, LLC

2017 - 2018 (1 year)

Corrigan Moving Systems

2013 - 2018 (5 years)

Aafmaa

Disclosures

Please visit the SEC profile of Katie Gushen 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 Foguth Wealth Management, LLC

Caleb Marsh
Brighton, MI
Bradley Vey
Brighton, MI
Suzanne Bick
Brighton, MI
Joseph Wilkinson
Ann Arbor, MI
Adam Spears
Northville, MI
Alexander Pushman
Brighton, MI
Katie Gushen
Brighton, MI
Jeremy Mcmullen
Brighton, 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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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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