Joseph Lasslett has been an investment adviser representative at Baron Wealth Management since September 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.
Joseph Lasslett’s longest registration was 8 years at Plante Moran Financial Advisors (2015–2023). Before joining Baron Wealth Management in 2023, Joseph Lasslett was registered through Plante Moran Financial Advisors.
- Baron Wealth Management, LLCCurrent– present · 3 yearsTroy, MI · Adviser representative · Firm CRD 153117
- Plante Moran Financial Advisors– · 8 yearsAuburn Hills, MI · Adviser representative · Firm CRD 112158
Investment adviser representative registrations
Joseph Lasslett is registered as an investment adviser representative in Michigan, since September 2023.
- MichiganSince 13 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 April 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Daniel Lasslett
- CRD
- 5939208
- 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
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Lasslett work?
Joseph Lasslett is an investment adviser representative registered through Baron Wealth Management, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Lasslett a financial advisor?
Yes. Joseph Lasslett has a current investment-adviser registration in Michigan, through Baron Wealth Management since September 2023.
How many years of experience does Joseph Lasslett have?
Joseph Lasslett has 11 years in the financial industry, since June 2015, across 2 adviser firms.
What exams has Joseph Lasslett passed?
Joseph Lasslett passed the Series 65 in April 2015.
Where did Joseph Lasslett work before Baron Wealth Management?
Before Baron Wealth Management, Joseph Lasslett was registered through Plante Moran Financial Advisors, April 2015 to July 2023.
Where is Joseph Lasslett based?
Joseph Lasslett’s registered office is in Troy, MI.
Is Joseph Lasslett registered with FINRA?
No. Joseph Lasslett has no current broker registration.
How can I verify Joseph Lasslett’s record?
Search CRD 5939208 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Lasslett’s full registration record.
