Bryan Haggard has been CEO & CCO of RetireMitten Financial since February 2019, is a control person of the firm and directly owns 75% or more of it. Bryan Haggard holds an Economics degree from the University of Michigan.
Retiremitten Financial LLC is a Clarkston, MI firm with $214M under management, 217 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Bryan Haggard is the founder and CEO of RetireMitten Financial, LLC, a financial planning firm located in Milford, Michigan. He began his career at Charles Schwab, later worked at PricewaterhouseCoopers, and then spent over 6 years at a Michigan financial advisory firm. He works in cross-border financial planning for families who work in both the U.S. and Canada.
Bryan Haggard’s longest registration is the current one, 7 years at RetireMitten Financial since 2019. Before joining RetireMitten Financial in 2019, Bryan Haggard was registered through Mainstay Capital Management, LLC.
- Retiremitten Financial LLCCurrent– present · 7 yearsClarkston, MI · Adviser representative · Firm CRD 300779
- Mainstay Capital Management, LLC– · 6 yearsGrand Blanc, MI · Adviser representative · Firm CRD 109528
Professional designations
Listed by RetireMitten Financial
- CFP®
- CFA
Investment adviser representative registrations
Bryan Haggard is registered as an investment adviser representative in 2 states. The first approvals date from April 2019; the most recent is Texas, in November 2019.
- MichiganSince 9 April 2019
- TexasSince 13 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 September 2008 |
| Series 7 | General Securities Representative Examination | 4 September 2008 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan D Haggard
- CRD
- 5520616
- Firm
- RetireMitten Financial · CRD 300779
- Role
- CEO & CCO
- Office
- 6548 TOWN CENTER DRIVE, STE A, Clarkston, MI 48346
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retiremitten.com
Where does Bryan Haggard work?
Bryan Haggard has been CEO & CCO of Retiremitten Financial LLC since February 2019, and is a control person of the firm.
Is Bryan Haggard a financial advisor?
Yes. Bryan Haggard has a current investment-adviser registration in Michigan and Texas, through RetireMitten Financial since April 2019.
How many years of experience does Bryan Haggard have?
Bryan Haggard has 13 years in the financial industry, since December 2012, across 2 adviser firms.
What exams has Bryan Haggard passed?
Bryan Haggard has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 2008.
Where is Bryan Haggard based?
Bryan Haggard’s registered office is in Clarkston, MI.
Is Bryan Haggard registered with FINRA?
No. Bryan Haggard has no current broker registration.
Is Bryan Haggard a CFP?
RetireMitten Financial lists Bryan Haggard with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Bryan Haggard a CFA charterholder?
RetireMitten Financial lists Bryan Haggard with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Bryan Haggard’s record?
Search CRD 5520616 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Haggard’s full registration record.