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Michael G. Brodowicz

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

901 Wilshire Drive, Suite 550, Troy, MI, 48084

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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.

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Other Business ActivitiesSells Insurance

Michael is a licensed insurance agent with Golden Reserve, LLC, focusing on insurance and annuity sales, dedicating nearly full-time hours to this. He also volunteers as Board Chairman for the Walled Lake Foundation for Excellence and as a committee member for Community Financial Credit Union, spending minimal time on each.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
April 2025 - Present · 10 mos
Previous Registrations
M Holdings Securities, INC.Broker
March 2021 - April 2025 · 4 yrs 1 mo
M Holdings Securities, INC.
March 2021 - April 2025 · 4 yrs 1 mo
Ameriprise Financial Services, LLC.
July 2018 - February 2021 · 2 yrs 7 mos
Ameriprise Financial Services, LLCBroker
July 2018 - February 2021 · 2 yrs 7 mos
AXA Advisors, LLC
June 2016 - July 2018 · 2 yrs 1 mo
AXA Advisors, LLCBroker
May 2016 - July 2018 · 2 yrs 2 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.