Michael
Barber

Executive Wealth Management, LLC

CRD#6655328
Investment Advisor
in Brighton, MI

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About this Advisor

Michael Barber is a financial advisor who works out of Brighton, Michigan with 3 years of industry experience. Barber is on the advisory team at Executive Wealth Management, LLC. Over the course of their career, they have held roles at Northville High School, Schoolcraft College, Barber And Associates, Michigan State University, Executive Wealth Management and Private Client Services. Barber has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Arizona, Colorado, Florida, Illinois, Indiana, Michigan, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Executive Wealth Management, LLC is a registered investment business that has its headquarters in Brighton, MI. The firm has offices in 10 locations and a total of 31 financial advisors. It manages $1 billion in assets between its 7,269 client accounts, making it one of the larger firms in the nation by assets under management. Of its 7,269 client accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on which services are offered. Fee types billed by Executive Wealth Management, LLC may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

135 West North Street
Brighton, MI 48116

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Executive Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,177,510,126

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

31

MI Average: 21
Total Number of Accounts

7,269

MI Average: 1,586
Average Account Size

$161,991

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
  • Educational seminars/workshops
  • Other

Michael Barber Work History

Michael has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Executive Wealth Management

2018 - 2022 (4 years)

Private Client Services

2017 - 2017 (< 1 year)

Executive Wealth Management

2016 - 2016 (< 1 year)

Executive Wealth Management

2015 - 2018 (3 years)

Michigan State University

2013 - 2015 (2 years)

Schoolcraft College

2009 - 2013 (4 years)

Northville High School

2009 - 2015 (6 years)

Barber And Associates

*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 Barber 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 Executive Wealth Management, LLC

Zachary Messina
Brighton, MI
Andrew Szewc
Brighton, MI
Robert Larsen
Brighton, MI
James Plaskey
Brighton, MI
Kevin Cross
Brighton, MI
Duane Johnson
Brighton, MI
Christopher Hopkins
Venice, FL
Drake Hogan
Brighton, MI

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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