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Dimitri Michael Poland

Braeburn Wealth Management, LLC

Muskegon, MI

CRD 7597918

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Employer firm

Braeburn Wealth Management, LLC CRD 158007

$259M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • CONSULTATION SERVICES; GENERAL EDUCATION WORKSHOPS

From the firm’s Form ADV. Read the guides:

Current Employers
Braeburn Wealth Management, Llc

111 West Western Avenue, Muskegon, MI 49442 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-02
  • MI RA
    APPROVED
    Since 2024-12-02

Branch Locations

111 West Western Avenue, Muskegon, MI 49442 • 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
Hank's Tavern Norton Shores MI 06/2017 09/2017
The Deck Muskegon MI 06/2018 08/2018
Muskegon Country Club Muskegon MI 06/2019 08/2019
Braeburn Wealth Management Muskegon MI 03/2020 08/2020
Valeo Financial Advisors Carmel IN 05/2021 07/2021
Braeburn Wealth Management Muskegon MI 05/2022 Present
Braeburn Wealth Management, Llc Muskegon MI 05/2022 Present
N/A N/A XX 05/2016 05/2017
N/A N/A XX 10/2017 05/2018
N/A N/A XX 09/2018 05/2019
N/A N/A XX 09/2019 02/2020
N/A N/A XX 09/2020 04/2021
N/A N/A XX 08/2021 04/2022
  • 06/2017 → 09/2017
    Hank's Tavern
    Norton Shores, MI
  • 06/2018 → 08/2018
    The Deck
    Muskegon, MI
  • 06/2019 → 08/2019
    Muskegon Country Club
    Muskegon, MI
  • 03/2020 → 08/2020
    Braeburn Wealth Management
    Muskegon, MI
  • 05/2021 → 07/2021
    Valeo Financial Advisors
    Carmel, IN
  • 05/2022 → Present
    Braeburn Wealth Management
    Muskegon, MI
  • 05/2022 → Present
    Braeburn Wealth Management, Llc
    Muskegon, MI
  • 05/2016 → 05/2017
    N/A
    N/A, XX
  • 10/2017 → 05/2018
    N/A
    N/A, XX
  • 09/2018 → 05/2019
    N/A
    N/A, XX
  • 09/2019 → 02/2020
    N/A
    N/A, XX
  • 09/2020 → 04/2021
    N/A
    N/A, XX
  • 08/2021 → 04/2022
    N/A
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-10
  • S65 Uniform Investment Adviser Law Examination
    2022-12-10
Other Names
  • Dimitri M Poland

View on SEC IAPD

Nearby Firms

LFN ADVISORS INC.
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

MICHAEL J MARKEY
MELINDA SUE WEISS
ERNEST DALE ANDERSON

Nearby Offices

LFN ADVISORS INC. · MUSKEGON, MI
RAYMOND JAMES & ASSOCIATES, INC. · Muskegon, MI
CETERA INVESTMENT ADVISERS LLC · MUSKEGON, MI

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