Erickson Braund has been Founder, Chief Compliance Officer, CFO of Black Walnut Wealth Management since April 2017, is a control person of the firm and directly owns 75% or more of it. Erickson Braund holds a Bachelor of Science Degree in Finance from Hillsdale College.
Black Walnut Wealth Management, LLC is a Traverse City, MI firm with $137M under management, 86 clients and 1 adviser in one office, as of its May 2026 filing.
Eric Braund is Founder and Chief Financial Officer of Black Walnut Wealth Management, based in Traverse City. In 1994 Braund chose to start his financial management career in Traverse City. His background includes handling wealth at a regional brokerage firm, a national bank and an accounting firm, before he formed Black Walnut Wealth Management.
Erickson Braund’s longest registration was 7 years at Dynamic (2018–2025). Before joining Black Walnut Wealth Management in 2025, Erickson Braund was registered through Dynamic and Regal Investment Advisors LLC.
- – present · 1 yearTraverse City, MI · Adviser representative · Firm CRD 337606
- Dynamic– · 7 yearsTraverse City, MI · Adviser representative · Firm CRD 151367
- Regal Investment Advisors LLC– · under a yearTraverse City, MI · Adviser representative · Firm CRD 125004
- Rehmann Financial– · 6 yearsTraverse City, MI · Adviser representative · Firm CRD 123047
- Wells Fargo Investments, LLC– · 2 yearsTraverse City, MI · Adviser representative · Firm CRD 10582
Professional designations
Listed by Black Walnut Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor® (CRPC®)
Investment adviser representative registrations
Erickson Braund is registered as an investment adviser representative in Michigan, since August 2025.
- MichiganSince 28 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 January 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 1995 |
| Series 7 | General Securities Representative Examination | 31 January 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Erickson Richard Braund
- CRD
- 2544396
- Firm
- Black Walnut Wealth Management · CRD 337606
- Role
- Founder, Chief Compliance Officer, CFO
- Office
- 13919 S W BAY SHORE DR, SUITE 104, Traverse City, MI 49684
- Registration
- Investment adviser registration
- In the industry since
- June 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blackwalnutwm.com
Where does Erickson Braund work?
Erickson Braund has been Founder, Chief Compliance Officer, CFO of Black Walnut Wealth Management, LLC since April 2017, and is a control person of the firm.
Is Erickson Braund a financial advisor?
Yes. Erickson Braund has a current investment-adviser registration in Michigan, through Black Walnut Wealth Management since August 2025.
How many years of experience does Erickson Braund have?
Erickson Braund has 31 years in the financial industry, since June 1995, across 5 adviser firms.
What exams has Erickson Braund passed?
Erickson Braund has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1995. FINRA credited Erickson Braund with the SIE, which began in October 2018.
Where did Erickson Braund work before Black Walnut Wealth Management?
Before Black Walnut Wealth Management, Erickson Braund was registered through Regal Investment Advisors LLC, April 2017 to April 2018; Rehmann Financial, August 2010 to April 2017; Wells Fargo Investments, LLC, January 2005 to June 2007.
Where is Erickson Braund based?
Erickson Braund’s registered office is in Traverse City, MI.
Is Erickson Braund registered with FINRA?
No. Erickson Braund has no current broker registration.
Is Erickson Braund a CFP?
Black Walnut Wealth Management lists Erickson Braund with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Erickson Braund’s record?
Search CRD 2544396 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erickson Braund’s full registration record.