Todd Perry- Financial Advisor Brighton, MI

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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.

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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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Todd Perry

Executive Wealth Management