Mary
Britenfeld
Schwallier Wealth Management
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About this Advisor
Mary Britenfeld is a financial advisor based in Grand Rapids, Michigan, working with Schwallier Wealth Management. Mary has previously held positions at Lpl Financial, LLC, Whirlpool Corporation, Lpl Financial LLC, True Blue Financial, LLC, Brite Ideation Group LLC, Mosaic Planners And Advisors, and Schwallier Wealth Management LLC. Mary has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Michigan. Currently, Mary is part of Schwallier Wealth Management, which operates out of Grand Rapids, Michigan. The firm has 4 employees and manages assets totaling $143.7 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, pension consulting services, and selection of other advisers. The fee structure at Schwallier Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schwallier Wealth Management Brokerage Details
$143,657,128
4
727
$197,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mary Britenfeld Work History
Schwallier Wealth Management LLC
Mosaic Planners And Advisors
True Blue Financial, LLC
Lpl Financial, LLC
Lpl Financial LLC
Brite Ideation Group LLC
Whirlpool Corporation
Disclosures
Please visit the SEC profile of Mary Britenfeld 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 Schwallier Wealth Management
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
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