Michael James Kreza
Investment adviser representative at Brighton Jones LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Brighton Jones LLCJun 2026 to now
- Kovitz Investment Group Partners, LLCSep 2024 to now
- UnemployedDec 2023 to Sep 2024
- Rwa Wealth Partners, LLCNov 2023 to Dec 2023
- Polaris Greystone Financial Group, LLCJan 2019 to Nov 2023
- Lumin FinancialFeb 2018 to Jan 2019
- Michigan State UniversityAug 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Brighton Jones LLC
$18.9BAssets managed
3,661Clients
161Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7090760
- Firm CRD
- 108601