Avery Ragatzki has been an investment adviser representative at Baron Wealth Management since January 2023, and is not listed among the firm’s executive officers or direct owners.
Baron Wealth Management, LLC is a Troy, MI firm with $847M under management, 145 clients and 3 advisers in one office, as of its March 2026 filing.
Avery Ragatzki’s longest registration is the current one, 3 years at Baron Wealth Management since 2023. Before joining Baron Wealth Management in 2023, Avery Ragatzki was registered through Plante Moran Financial Advisors.
- Baron Wealth Management, LLCCurrent– present · 3 yearsTroy, MI · Adviser representative · Firm CRD 153117
- Plante Moran Financial Advisors– · 2 yearsAuburn Hills, MI · Adviser representative · Firm CRD 112158
Investment adviser representative registrations
Avery Ragatzki is registered as an investment adviser representative in Michigan, since January 2023.
- MichiganSince 23 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Avery Elise Ragatzki
- CRD
- 7284415
- Firm
- Baron Wealth Management · CRD 153117
- Office
- 1441 W. LONG LAKE ROAD, SUITE 240, Troy, MI 48098
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Avery Ragatzki work?
Avery Ragatzki is an investment adviser representative registered through Baron Wealth Management, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Avery Ragatzki a financial advisor?
Yes. Avery Ragatzki has a current investment-adviser registration in Michigan, through Baron Wealth Management since January 2023.
How many years of experience does Avery Ragatzki have?
Avery Ragatzki has 5 years in the financial industry, since January 2021, across 2 adviser firms.
What exams has Avery Ragatzki passed?
Avery Ragatzki passed the Series 65 in September 2020.
Where did Avery Ragatzki work before Baron Wealth Management?
Before Baron Wealth Management, Avery Ragatzki was registered through Plante Moran Financial Advisors, September 2020 to September 2022.
Where is Avery Ragatzki based?
Avery Ragatzki’s registered office is in Troy, MI.
Is Avery Ragatzki registered with FINRA?
No. Avery Ragatzki has no current broker registration.
How can I verify Avery Ragatzki’s record?
Search CRD 7284415 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Avery Ragatzki’s full registration record.
