Isaiah Bross (CRD# 7174501) is an Investment Advisor Representative working at Commonwealth Financial Network in Monroe, MI and has 1 year of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Mar 2024 - Current | < 1 |
| Village Wealth Management | Dundee, MI | Mar 2024 - Current | < 1 |
| Village Wealth Management | Dundee, MI | Sep 2019 - Mar 2024 | 4 |
| Commonwealth Financial Network | Waltham, MA | Sep 2019 - Mar 2024 | 4 |
| Vantage Corporation | Livonia, MI | Sep 2018 - Sep 2019 | 1 |
| Red Viking | Plymouth, MI | Oct 2016 - Sep 2018 | 1 |
| Spartan Steel Coating | Monroe, MI | Dec 2009 - Oct 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- MI
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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