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Paladin Research Report For:

Todd Perry

Executive Wealth Management

135 W North Street Ste 1
Brighton, MI 48116
810-229-6446

About Todd Perry

Managing wealth is complex. We simplify it by providing retirement, investment, tax, and legal solutions to help you Live with Confidence.

At Executive Wealth Management, Todd serves as a Senior Private Wealth Advisor working directly with clients to develop and implement comprehensive financial plans that address their evolving goals and financial needs. Our firm helps clients in the areas of retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, and charitable planning.

See Disclosures

General Information

Firm Start Year
  • 2006
No. of Employees
  • 50-99

Compliance

Qualifications & Membership

Compensation and Fees

Education

Certified Private Wealth Advisor -
  • Investments and Wealth Institute
    2018 -2018
Certified Investment Management Analyst -
  • Investments and Wealth Institute
    2009 -2009
CFP Certification Professional Education Program -
  • College for Financial Planning
    2005 -2007
BSBA, Supply Chain and General Management -
  • Central Michigan University
    1999 -2003
Retirement Management Advisor -
  • Investments and Wealth Institute
    2022 -2022

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886895/paladinregistry-Executive-Wealth-Management-detailed-disclosure.html

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