Brandon Graetz has been Managing Member/CCO of Graetz Wealth since December 2021, is a control person of the firm and directly owns 75% or more of it.
Graetz Wealth, LLC is a Jenison, MI firm with $158M under management, 321 clients and 3 advisers in one office, as of its March 2026 filing.
Brandon Graetz is Founder and IAR of Graetz Wealth, LLC, based in Jenison, Michigan. He began his investment career in 2000 and helps a select number of families manage their wealth, primarily in West Michigan.
Brandon Graetz’s longest registration was 8 years at Brookstone Wealth Advisors, LLC (2013–2022). Before joining Graetz Wealth in 2022, Brandon Graetz was registered through Brookstone Wealth Advisors, LLC.
- Brookstone Wealth Advisors, LLC– · 8 yearsWheaton, IL · Adviser representative · Firm CRD 137658
Investment adviser representative registrations
Brandon Graetz is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Texas, in March 2023.
- MichiganSince 20 January 2022
- TexasResidentSince 27 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 September 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 August 2000 |
| Series 7 | General Securities Representative Examination | 10 July 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brandon Michael Graetz
- CRD
- 4187794
- Firm
- Graetz Wealth · CRD 317857
- Role
- Managing Member/CCO
- Office
- 501 BALDWIN STREET, SUITE 207, Jenison, MI 49428
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- graetzwealth.com
Where does Brandon Graetz work?
Brandon Graetz has been Managing Member/CCO of Graetz Wealth, LLC since December 2021, and is a control person of the firm.
Is Brandon Graetz a financial advisor?
Yes. Brandon Graetz has a current investment-adviser registration in Michigan and Texas, through Graetz Wealth since January 2022.
How many years of experience does Brandon Graetz have?
Brandon Graetz has 13 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Brandon Graetz passed?
Brandon Graetz has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 2000.
Where is Brandon Graetz based?
Brandon Graetz’s registered office is in Jenison, MI.
Is Brandon Graetz registered with FINRA?
No. Brandon Graetz has no current broker registration.
How can I verify Brandon Graetz’s record?
Search CRD 4187794 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Graetz’s full registration record.