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Brandon Michael Graetz

Graetz Wealth

Jenison, MI

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Current Employers
Graetz Wealth

501 Baldwin Street Suite 207, Jenison, MI 49428 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-13
MI RA APPROVED 2022-01-20
  • TX RA
    APPROVED_RES
    Since 2023-03-13
  • MI RA
    APPROVED
    Since 2022-01-20

Branch Locations

501 Baldwin Street Suite 207, Jenison, MI 49428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Wealth Advisors, Inc. Jenison MI 10/2013 08/2022
Self Employed: Brandon M. Graetz Rockford MI 01/2015 Present
Altruistic Retirement Planning, Llc Jenison MI 10/2017 09/2019
Greatz Wealth Jenison MI 01/2022 Present
Advisor 123 Llc Caledonia MI 01/2023 Present
  • 10/2013 → 08/2022
    Retirement Wealth Advisors, Inc.
    Jenison, MI
  • 01/2015 → Present
    Self Employed: Brandon M. Graetz
    Rockford, MI
  • 10/2017 → 09/2019
    Altruistic Retirement Planning, Llc
    Jenison, MI
  • 01/2022 → Present
    Greatz Wealth
    Jenison, MI
  • 01/2023 → Present
    Advisor 123 Llc
    Caledonia, MI
Previous Registrations
Other Businesses

Brandon Graetz, Insurance Agent, Investment-Related, 6925 Verde Vista Drive NE, Rockford, MI 49341, Insurance Sales, Insurance Agent, Start Date: 01/2015, Hours Dedicated: 2 hours per week (2 hours per week during trading hours), Duties: Life and Annuity sales. Advisor 123 LLC; Investment-Related; Caledonia, MI; Member; Start Date: 01/2023; Hours Dedicated: 8 hours per month during trading. Lake Bella Vista Improvement Association; Non Investment Related; 6411 Bella Vista Dr NE, Rockford, MI 49341; Neighborhood Improvement Association; Treasurer; Started 10/2019; 4 Hours/Month Devoted; 0 Hours/Month Devoted During Securities Trading Hours; Standard Treasurer Duties Including But Not Limited To Budgeting, Signing Checks etc. LBV Water Services; Non Investment Related; 6411 Bella Vista Dr NE, Rockford, MI 49341; Utility - City Water Provider; Treasurer; Started 10/2019; 1 Hours/Month Devoted; 0 Hours/Month Devoted During Securities Trading Hours; Standard Treasurer Duties Including But Not Limited To Budgeting, Signing Checks etc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-28
S63 Uniform Securities Agent State Law Examination 2000-08-21
  • S65 Uniform Investment Adviser Law Examination
    2013-09-28
  • S63 Uniform Securities Agent State Law Examination
    2000-08-21

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