Michael Brian Burchell

Employer firm

Independence Square Holdings, LLC CRD 300139

$1.83B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 07/2019
  Cfg Capital Markets,Llc.
  Baltimore, MD
• 07/2019 → 06/2021
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 08/2019 → 12/2025
  Wpg Financial Group
  Baltimore, MD
• 12/2025 → Present
  Independence Square Holdings, Llc
  Baltimore, MD

Previous Registrations

• 2021-05-20 → 2025-12-31
  Wealth Planning Group
  Baltimore, MD

Other Businesses

Independence Square Advisors - Investment Related: Yes - 2 village square, suite 220 Baltimore, MD, USA, 21210 - DBA for Registered Investment Advisor Independence Square Holdings, LLC - Investment Adviser Representative - Start Date: 12/15/2025 - 160 hours per month, all of which are during trading hours - Provides Financial Planning Investment Management services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-04
• S63 Uniform Securities Agent State Law Examination
  2014-12-22