Mitchell Mowid
Investment adviser representative at Cranbrook Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$906.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cranbrook Wealth Management, LLCJul 2023 to now
- UnemployedMay 2023 to Jul 2023
- VanguardJun 2022 to Aug 2022
- Gillespie GroupSep 2020 to May 2023
- Breslin Student Event CenterSep 2019 to Apr 2020
- Michigan State UniversityAug 2019 to May 2023
- Eagle Eye Golf ClubMay 2019 to Aug 2019
- Haslett High SchoolSep 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cranbrook Wealth Management, LLC
$906.8MAssets managed
253Clients
5Advisers
20 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
- 7528606
- Firm CRD
- 132058