Avery Elise Ragatzki
Investment adviser representative at Baron Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$846.8MFirm assets
16 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Baron Wealth Management, LLCJan 2023 to now
- Not EmployedOct 2022 to Dec 2022
- Plante Moran Financial AdvisorsAug 2019 to Sep 2022
- Carl's GolflandMay 2019 to Jul 2019
- Plante Moran Financial AdvisorsJun 2018 to Aug 2018
- Carl's GolflandMay 2018 to Jun 2018
- Carl's GolflandMay 2017 to Aug 2017
- Oakland UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Baron Wealth Management, LLC
$846.8MAssets managed
145Clients
5Advisers
16 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
- 7284415
- Firm CRD
- 153117