Erickson Braund, CFP<sup>&reg;</sup> - Financial Advisor

Erickson Braund, CFP®

Founder & CFO

Black Walnut Wealth Management

13919 S W Bay Shore Dr, Suite 106
Traverse City, MI 49684
FINANCIAL ADVISOR'S WEBSITE
(231) 421-7711 CONNECT WITH Erickson
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General

Erickson Braund is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Black Walnut Wealth Management in Traverse City, MI and the surrounding communities.

Financial Advisor Overview

Eric has a uniquely diverse background in financial and investment management bringing to you his collective experiences of handling wealth at a national bank, regional brokerage firm, and an accounting firm. Black Walnut Wealth Management was formed in order to provide an independent solution to coordinate your wealth management, tax planning, and estate planning needs. Visit www.blackwalnutwm.com to learn more.

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Financial Advisor Experience

Eric Braund is the Founder and Chief Financial Officer at Black Walnut Wealth Management. He is a Certified Financial Planner® Professional and a Chartered Retirement Planning Counselor®. Eric brings over 20 years of experience working with high net-worth individuals and families helping them achieve their goals of protecting and growing their wealth for retirement and for generations to come.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance: MI
  • Fixed annuities: MI
  • Variable annuities: MI

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources