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Mary Kathryn Britenfeld

6 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
284 clients
Average Client Portfolio
$603K average
Assets Under Management
$171.3M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

607 Cascade West Parkway Se, Grand Rapids, MI, 49546

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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 Activities

Mary works as a marketing consultant for Brite Ideation Group LLC and as an adjunct instructor at Lake Michigan College. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Schwallier Wealth Management
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Mosaic Planners and Advisors
August 2021 - December 2022 · 1 yr 4 mos
True Blue Financial, LLC
February 2021 - June 2021 · 4 mos
LPL Financial LLC
February 2020 - August 2021 · 1 yr 6 mos
LPL Financial LLCBroker
November 2019 - August 2021 · 1 yr 9 mos
State Registrations2 states
INMI
Advisor
Exams
No exam information available for this advisor.