Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Grand Haven, MI
MMG Wealth Management
Supported
Total advisors
2Clients per advisor
72 HighAvg AUM per client
$234,751 Very LowHNW client ratio
7% Very LowBrenda Bridges is a financial advisor at MMG Wealth Management with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Equity Services, Inc. Outside of her advisor role, she is involved in divorce mediation and collaborative financial neutral services through Bridging Divorce Solutions, LLC. MMG Wealth Management provides investment management, financial planning, and access to third-party advisory programs for individuals, retirement plans, charitable organizations, and businesses. The firm employs client-specific investment policies using both passive and active vehicles, managing portfolios on a discretionary basis with attention to risk tolerance and tax considerations.
Based on MMG Wealth Management
Based on MMG Wealth Management
Fixed financial planning fees range between $500 to $8,900, payable in installments.
$0+: 0.50% to 1.50% annually (negotiable) $10,000+: Up to 2.5% for Optimum Market Portfolios Program (OMP) $250,000+: Up to 2.95% for Personal Wealth Portfolios Program (PWP) $10,000+: Up to 2.95% for Model Wealth Portfolios Program (MWP) $25,000+: Variable for Manager Access Select Program (minimum $25,000, may be higher)
Hourly consulting fees start at $375 per hour.
Fee-only: Investment management fees generally range between 0.50% and 1.50% annually (negotiable); Fixed fees for financial planning range from $500 to $8,900 (negotiable); Hourly consulting fees start at $375 per hour.
Grand Haven, MI
Grand Haven MI
Advisors at this office
2
Michigan
12 years of industry experience
Cambridge Investment Research Advisors, Inc.
2020 - 2025 • 5 years
Fairfield, IA
Cambridge Investment Research, Inc.
2020 - 2024 • 4 years
Fairfield, IA
Equity Services, inc.
2017 - 2020 • 3 years
Montpelier, VT
National Life
2017 - Present • 9 years
Chicago, IL
Axa Advisors, Llc
2014 - 2017 • 3 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Spring Lake, MI
SkySail Wealth Management LLC
Adam Laakko is a financial advisor at SkySail Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, and MassMutual MidMichigan. Laakko also maintains a registered representative role to service clients with variable annuities, mutual funds, 529 plans, and brokerage accounts. SkySail Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, using a variety of analytical methods and implementing both long- and short-term trading strategies. The firm requires clients to custody assets at Schwab Institutional and offers participant account management through a third-party platform.
Series 65
Spring Lake, MI
First Dollar Saved LLC
Steffanie Osborn is a financial advisor at First Dollar Saved LLC with three years of industry experience. She holds a Series 65 designation and has worked at First Dollar Saved since 2023. The firm provides fee-only financial planning and investment advisory services primarily to individual investors early in their careers or new to investing. First Dollar Saved emphasizes passive, low-cost index funds and ETFs, offering a la carte services that include written investment plans, retirement plan reviews, and brief consultative sessions, while guiding clients through implementation without taking custody of assets.
Series 63, Series 66
Grand Haven, MI
MSDR Partners, LLC
Marc Livernois is a financial advisor at MSDR Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Epic Trust Investment Advisors, CUNA Brokerage Services, and Mass Mutual Investors Services. MSDR Partners manages approximately $25.5 million for individuals, high-net-worth households, trusts, charitable organizations, and pension plans. The firm offers discretionary portfolio management, financial planning, and specialized retirement-plan consulting services using a combination of quantitative tools and tailored investment strategies.
Series 63, Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.
Series 63, Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
Christopher Tanke is a financial advisor at Strategic Financial Group, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Strategic Financial Group since 2008, including its related entities, as well as at USA Financial Securities Corporation from 2008 to 2022. Strategic Financial Group, L.L.C. provides advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing portfolios with a diverse range of investment vehicles and employs a proprietary seven-pillar planning process called the Sequential FORMula.
Series 65
Muskegon, MI
LFN Advisors Inc.
Michael Markey Jr. is a financial advisor at LFN Advisors Inc. in Muskegon, MI, holding a Series 65 license with 15 years of industry experience. He has been with LFN Advisors since 2013 and is co-founder of Oeconomous, a firm focused on transition planning for advisors. Markey also manages a radio show through Legacy Media Company, LLC. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing financial planning and both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop individualized investment strategies and conducts at least quarterly account reviews.
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