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Inactive

Avery Elise Ragatzki

Baron Wealth Management, LLC

Troy, MI

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Current Employers
Baron Wealth Management, Llc

1441 W. Long Lake Road Suite 240, Troy, MI 48098 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-01-23
  • MI RA
    APPROVED
    Since 2023-01-23

Branch Locations

1441 W. Long Lake Road Suite 240, Troy, MI 48098 • 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
Plante Moran Financial Advisors Auburn Hills MI 08/2019 09/2022
Carl's Golfland Plymouth MI 05/2019 07/2019
Oakland University Rochester MI 08/2018 05/2019
Plante Moran Financial Advisors Auburn Hills MI 06/2018 08/2018
Carl's Golfland Plymouth MI 05/2018 06/2018
Oakland University Rochester MI 08/2017 05/2018
Carl's Golfland Rochester MI 05/2017 08/2017
Oakland University Rochester MI 08/2016 12/2016
Oakland University Rochester MI 08/2015 04/2019
Baron Wealth Management Troy MI 01/2023 Present
Not Employed Troy MI 10/2022 12/2022
  • 08/2019 → 09/2022
    Plante Moran Financial Advisors
    Auburn Hills, MI
  • 05/2019 → 07/2019
    Carl's Golfland
    Plymouth, MI
  • 08/2018 → 05/2019
    Oakland University
    Rochester, MI
  • 06/2018 → 08/2018
    Plante Moran Financial Advisors
    Auburn Hills, MI
  • 05/2018 → 06/2018
    Carl's Golfland
    Plymouth, MI
  • 08/2017 → 05/2018
    Oakland University
    Rochester, MI
  • 05/2017 → 08/2017
    Carl's Golfland
    Rochester, MI
  • 08/2016 → 12/2016
    Oakland University
    Rochester, MI
  • 08/2015 → 04/2019
    Oakland University
    Rochester, MI
  • 01/2023 → Present
    Baron Wealth Management
    Troy, MI
  • 10/2022 → 12/2022
    Not Employed
    Troy, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-19
  • S65 Uniform Investment Adviser Law Examination
    2020-09-19

View on SEC IAPD

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MICHAEL A JUSTIN
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STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

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