Michael Brundage has been Member / Chief Compliance Officer of Clear Ridge Wealth Management since August 2014, is a control person of the firm and directly owns between 50% and 75% of it. Michael Brundage holds a Bachelor's degree in Economics from Michigan State University.
Clear Ridge Wealth Management, LLC is a Kalamazoo, MI firm with $245M under management, 132 clients and 3 advisers in one office, as of its March 2026 filing.
Michael Brundage is Wealth Management Partner of Clear Ridge Wealth Management, which he co-founded. He works as a Wealth Advisor and incorporates clients' investments, saving for education and retirement, estate planning tax strategies and philanthropic giving into their plans. He volunteers as Treasurer for the Gull Lake Community Schools Foundation and Gull Lake Dam Association.
- – present · 11 yearsKalamazoo, MI · Adviser representative · Firm CRD 172689
Professional designations
Listed by Clear Ridge Wealth Management
- CFP®
Investment adviser representative registrations
Michael Brundage is registered as an investment adviser representative in 2 states. The first approvals date from November 2014; the most recent is Texas, in July 2025.
- MichiganSince 5 November 2014
- TexasSince 30 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 March 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael L. Brundage
- CRD
- 6385031
- Firm
- Clear Ridge Wealth Management · CRD 172689
- Role
- Member / Chief Compliance Officer
- Office
- 259 E. MICHIGAN AVENUE, SUITE 105, Kalamazoo, MI 49007
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clearridgewm.com
Where does Michael Brundage work?
Michael Brundage has been Member / Chief Compliance Officer of Clear Ridge Wealth Management, LLC since August 2014, and is a control person of the firm.
Is Michael Brundage a financial advisor?
Yes. Michael Brundage has a current investment-adviser registration in Michigan and Texas, through Clear Ridge Wealth Management since November 2014.
How many years of experience does Michael Brundage have?
Michael Brundage has 11 years in the financial industry, since November 2014, across 1 adviser firm.
What exams has Michael Brundage passed?
Michael Brundage passed the Series 65 in March 2014.
Where is Michael Brundage based?
Michael Brundage’s registered office is in Kalamazoo, MI.
Is Michael Brundage registered with FINRA?
No. Michael Brundage has no current broker registration.
Is Michael Brundage a CFP?
Clear Ridge Wealth Management lists Michael Brundage with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Michael Brundage’s record?
Search CRD 6385031 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Brundage’s full registration record.
