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1441 W. Long Lake Road Suite 240, Troy, MI 48098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-13 |
Branch Locations
1441 W. Long Lake Road Suite 240, Troy, MI 48098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Auburn Hills | MI | 08/2014 | 06/2023 |
| Baron Wealth Management | Troy | MI | 09/2023 | Present |
As of 12/1/25: Joseph Lasslett is an independently licensed insurance agent (life). The time spent on this activity will vary throughout the year but generally accounts for 2% of less of his time. The business is conducted at the Adviser's principal office address.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-20 |
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