Todd Perry- Financial Advisor Brighton, MI

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About Todd Perry

Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.

As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.

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General Information

Firm Start Year

1985

No. of Employees

500-999

Compliance

Qualifications & Membership

Firm Information

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

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

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Todd Perry

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