Viktoria Wilson (CRD# 6731999) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Ann Arbor, MI and has over 4 years of experience in the finance industry. Viktoria Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Brokerage Services, LLC | Jupiter, FL | Jun 2021 - Current | 2 |
| Mml Investors Services/ Spice Financial | Jackson, MI | Nov 2016 - Jun 2021 | 4 |
| Stay At Home Mom | Ypsilanti, MI | Oct 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- MI
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Total Assets Under Management187MILLIONS
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Total Number of Accounts853ACCOUNTS
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Average Account Value$218,708
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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- Educational seminars/workshops
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