


Black Walnut Wealth Management - Traverse City Financial Advisor Email Formats
Financial Services • 13919 S West Bay Shore Dr, Suite 106, United States • 1-10 Employees
Black Walnut Wealth Management - Traverse City Financial Advisor Email Formats
Black Walnut Wealth Management - Traverse City Financial Advisor uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@blackwalnutwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@blackwalnutwm.com | 100% |
Key Contact at Black Walnut Wealth Management - Traverse City Financial Advisor
Eric Braund
Founder and CFO
Company overview
| Headquarters | 13919 S West Bay Shore Dr, Suite 106, Traverse City, Michigan 49684, US |
| Phone number | +12314217760 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advising, Tax Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management, Insurance Consulting, Wealth Services |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
About Black Walnut Wealth Management - Traverse City Financial Advisor
Black Walnut Wealth Management provides independent financial counsel and fiduciary investment services to high-net-worth individuals, retirees, and families with complex financial needs in Traverse City and throughout the Northern Michigan region. We look to build meaningful, long-term relationships that span generations. Hiring us to coordinate your financial affairs and professionally manage your investments frees up your time to spend how you choose - whether that is with family, friends, traveling, or whatever your passion may be. Its Founder and CFO, Erickson Braund, is a Certified Financial Planner™ Professional and Chartered Retirement Planning Counselor™ with over 20 years of experience helping high net-worth individuals and families. To learn more about Black Walnut, visit our website at blackwalnutwm.com. --- Black Walnut Wealth Management is a registered investment adviser. Information provided is for educational purposes only. Advisory services are offered solely to individuals or entities in jurisdictions where Black Walnut Wealth Management and its representatives are appropriately licensed or exempt from licensure. Past performance is not a guarantee of future results, and all investments involve risks, including potential loss of principal. As a registered adviser, Black Walnut Wealth Management follows regulatory restrictions prohibiting testimonials. This includes LinkedIn endorsements or recommendations, which may be considered testimonials under applicable rules. To remain compliant, such endorsements are disabled as part of our policy. Links to third-party websites are provided strictly for informational purposes. Black Walnut Wealth Management does not guarantee the accuracy, completeness, or suitability of third-party content, nor does inclusion imply endorsement or sponsorship. We are not responsible for any third-party services, products, practices, or the collection and use of information by those websites.
Employees by Management Level
Total employees: 1-10
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Black Walnut Wealth Management - Traverse City Financial Advisor has 1 employees across 1 departments.
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Funding Data
Black Walnut Wealth Management - Traverse City Financial Advisor has never raised funding before.
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