Brad Nathaniel Rohde

Foguth Wealth Management, LLC.

19 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Foguth Wealth Management, LLC.

Compensation

Fee-Only (AUM)

Firm Size

32 advisors

Number of Clients

1,563 clients

Average Client Portfolio

$281K average

Assets Under Management

$439.6M

Fee Structure

Financial Planning:Included in AUM fee

Location

8031 Ortonville Rd., Suite 170, Clarkston, MI, 48348

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Foguth Wealth Management, LLC.

December 2024 - Present · 1 yr 2 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

July 2018 - August 2024 · 6 yrs 1 mo

Strategic Advisers LLC

March 2015 - July 2018 · 3 yrs 4 mos

Fidelity Brokerage Services LLCBroker

February 2015 - August 2024 · 9 yrs 6 mos

Waddell & Reed

April 2011 - January 2015 · 3 yrs 9 mos

Waddell & ReedBroker

February 2011 - January 2015 · 3 yrs 11 mos

Sigma Financial CorporationBroker

December 2007 - July 2010 · 2 yrs 7 mos

AXA Advisors, LLCBroker

July 2005 - December 2007 · 2 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.