National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Todd Perry, CFP, CIMA, CPWA

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116
(810) 2296446

Build. Defend. Advance.

About Executive Wealth Management

Each person leveraging every skill we have to change lives, that’s the Executive Wealth Management difference. Our passion for our clients combined with our industry expertise has allowed us to become one of the largest independent wealth management firms in the country over the last 30 years and clients in over 40 states. As full-service private wealth advisors we build trusting relationships by meeting with our clients regularly to understand their evolving goals and implementing customized strategies to achieve their needs.

At Executive Wealth Management, Todd serves as a 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, family office wealth management, and charitable planning. At Executive Wealth Management each person in our firm is dedicated to our clients.

As a CERTIFIED FINANCIAL PLANNER (TM) professional and over 14 years of industry experience, Todd understands the diverse wealth planning needs of high net-worth individuals and families. As a Private Wealth Advisor, he leverages his passion and expertise to develop meaningful relationships, build actionable plans and customized portfolios, allowing you to both protect and grow your wealth as you navigate complex markets and transitions in life.

General Information

Firm Start Year

2006

No.of Employees

20-49

CRD#

5795799

Firm CRD#

140736

Name of Custodial Firm

TD Ameritrade

States Licensed in

76812

Years of Experience in Financial Services

14

Number of Years with Current Firm

1

Work Experience

Started in the financial services industry in 2005. I have extensive experience in wealth management as well as tax planning and preparation.

I work with the following types of clients

Individual Investors

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks

I can meet clients in the following ways

Video Conference, Via email, At my office, At your home, At your office, Via phone

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant, CIMA®

Financial Organization Memberships

Paladin Registry

Non-Financial Organization Memberships

Rotary- Brighton, MI

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

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