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Daniel Michael Grix

Success Wealth Management LLC

Wexford, PA

Traverse City, MI

CRD 7951915

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Employer firm

Success Wealth Management LLC CRD 299094

$110M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Success Wealth Management Llc

11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-07-08
  • MI RA
    APPROVED
    Since 2024-07-08

Branch Locations

11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States

2062 N Us-31S, Traverse City, MI 49685 • 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
Success Wealth Management Llc Wexford PA 07/2024 Present
Modern District Financial Traverse City MI 01/2018 Present
Apache Trout Bar And Grille Traverse City MI 05/2015 12/2017
  • 07/2024 → Present
    Success Wealth Management Llc
    Wexford, PA
  • 01/2018 → Present
    Modern District Financial
    Traverse City, MI
  • 05/2015 → 12/2017
    Apache Trout Bar And Grille
    Traverse City, MI
Other Businesses

MODERN DISTRICT FINANCIAL; INV REL; CIO/INS AGENT; INS SALES AND SERVICES; TRAVERSE CITY, MI; 160 HRS/MO SPENT IN THIS PRACTICE; START 01/2018.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-01
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01

View on SEC IAPD

Nearby Firms

FRAGASSO FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
CITIZENS SECURITIES, INC.

Nearby Investors

TED WILLIAM DROST
DAVID PRATTI
TIMOTHY PAUL BUGGY

Nearby Offices

FRAGASSO FINANCIAL ADVISORS · Wexford, PA
EQUITABLE ADVISORS, LLC · WEXFORD, PA
CITIZENS SECURITIES, INC. · WEXFORD, PA

More in Wexford, PA

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