Company Information

Get to know Black Walnut Wealth Management - Traverse City Financial Advisor

Black Walnut Wealth Management is an independent advisory firm providing comprehensive financial planning and investment management services to individuals, families, and business owners. Their stated mission is to help clients navigate their financial lives and achieve their goals through a personalized and objective approach. The firm emphasizes its independence, which allows it to offer tailored advice without being tied to proprietary products. They are affiliated with Cetera Advisor Networks LLC for securities and Cetera Investment Advisers LLC for advisory services, which provides them with regulatory compliance, technology, and operational support.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Black Walnut Wealth Management - Traverse City Financial Advisor

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.