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Michael Brennan Stafford

ONE Brick Capital, LLC

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About Michael Brennan Stafford

Michael Stafford is a financial advisor with One Brick Capital, LLC, located in Columbus, OH. Michael has been in the industry since 2004 and has experience working with high-net-worth individuals as well as individuals other than high-net-worth. Michael is registered with the state of Ohio as an Investment Advisor Representative.

Firm Information

Michael Stafford is currently registered with ONE Brick Capital, LLC. ONE Brick Capital, LLC is an investment advisor that provides financial planning and portfolio management services to individuals and high-net-worth individuals. They have approximately $39,737,800 in regulatory assets under management. Their website is https://www.onebrickcapital.com.

$39.74M

Assets Under Management

65

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees & consulting fees

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Michael Stafford’s Registration & Firm History

OH

01/31/2019 - Present

ONE Brick Capital, LLC (COLUMBUS OH)

OH

11/03/2015 - 05/11/2017

PURSHE KAPLAN STERLING INVESTMENTS (Columbus OH)

OH

07/29/2004 - 11/10/2015

AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBUS OH)

MN

07/29/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Brennan Stafford.
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