Michael
Poland

Braeburn Wealth Management, LLC

CRD#1953230
Investment Advisor
in Muskegon, MI

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About this Advisor

Michael Poland is a financial advisor based out of Muskegon, Michigan, who has 11 years of financial industry experience. Poland is an advisor for Braeburn Wealth Management, LLC. Throughout their career, they have worked at Rehmann Financial, Royal Alliance Associates, Rehmann Insurance Group, LLC and Braeburn Wealth Management, LLC. Poland maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan and Texas. Braeburn Wealth Management, LLC is a registered investment business that has its headquarters in Muskegon, Michigan. It controls $208 million in assets between its 835 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 835 accounts, just 5% belong to high-net-worth clients who have more than $1 million in investable assets. Braeburn Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. Fees for financial advisory services are based on which service is provided. However, fee types billed by Braeburn Wealth Management, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

111 West Western Avenue
Muskegon, MI 49442

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Braeburn Wealth Management, LLC Brokerage Details

Total Assets Under Management

$207,910,637

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

5

MI Average: 21
Total Number of Accounts

835

MI Average: 1,586
Average Account Size

$248,995

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Michael Poland Work History

Michael has 11 years of experience.

2011 - Present (10 years)

Braeburn Wealth Management, LLC

2010 - 2011 (1 year)

Royal Alliance Associates

2009 - 2011 (2 years)

Rehmann Financial

2009 - 2011 (2 years)

Rehmann Insurance Group, LLC

Disclosures

Michael Poland has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Braeburn Wealth Management, LLC

Michael Poland
Muskegon, MI
Melanie Meyer
Muskegon, MI

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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