BC
BC

Brett Cropsey

14 Years of Experience
Marcellus, MI
Broker

Brett Cropsey is a registered investment advisor, based in Marcellus, MI, with 14 years of industry experience.

Location

158 E. Main Street, Marcellus, MI, 49067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brett is a part-time associate/employee at Constantine Public Schools, helping coach middle school football. He also works as a financial advisor for Oakleaf Financial Services (about half his time) and as a FID Advisor for Sturgis Bank and Trust (about a quarter of his time).

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Mwa Financial Services, INC.
November 2022 - May 2023 · 6 mos
Mwa Financial Services INC.Broker
November 2011 - May 2023 · 11 yrs 6 mos
State Registrations6 states
ALFLINMINCSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brett Cropsey - Financial Advisor | TrueAdvisor