Osaic Wealth
43yrs
Top advisor by experience in Utica
5yrs
Brandon Ramirez
Financial advisor at Strategic Wealth Advisors Group
Brandon Ramirez is a fiduciary financial advisor in Utica, Michigan, with 5 years in the industry. Brandon joined Strategic Wealth Advisors Group in 2025, after four years at MML Investors Services. Strategic Wealth Advisors Group offers financial planning, retirement plan consulting, and selecting outside investment managers and is paid through hourly fees and flat fees.
One of 16 advisors with offices in Utica, and one of 16 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?More experience than 50% of advisors at Strategic Wealth Advisors Group
Office8667 Hall Road, Utica, MI 48317
How the firm is paid ?Hourly, Flat fee, Other
Typical client at the firm ?$379,898
Advisors at the firm8
States licensed ?1 state
Services through Strategic Wealth Advisors Group
Financial planningRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowStrategic Wealth Advisors Group, Inc.Current firm
- 2021 – 2025MML Investors Services, LLCPreviously
Questions to ask Brandon
Tailored to Brandon’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brandon
How do I contact Brandon?
Call Strategic Wealth Advisors Group at 586-203-2275 and ask for Brandon Ramirez. Brandon works from the Utica, MI office.
How long has Brandon been a financial advisor?
Brandon has been in the industry since 2021, about 5 years. More experience than 50% of advisors at Strategic Wealth Advisors Group.
What licenses does Brandon hold?
Series 66. Tap any license on this page to see what it allows.
Is Brandon a fiduciary?
Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brandon paid?
Strategic Wealth Advisors Group reports being paid by hourly fees, flat or fixed fees, other fees. Ask Brandon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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