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RIA / WealthAdvisor27 years in industry

Mary Kathryn Britenfeld

Advisor at SCHWALLIER WEALTH MANAGEMENT

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:b9ffed2c-c579-83d4-213e-d9ff2cfb806c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 19, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWALLIER WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 14, 2020
First registration: Feb 19, 2020
Dual registered: no
Other names: Mary Kathryn Mukavitz|M K Mukavitz|M K Britenfeld
IAPD individual key: 7077624

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWALLIER WEALTH MANAGEMENT	Independent wealth	Aug 24, 2021	n/a	yes	GRAND RAPIDS, MI	Current employment
MOSAIC PLANNERS AND ADVISORS	n/a	Aug 24, 2021	Dec 31, 2022	no	GRAND RAPIDS, MI	Previous registration
TRUE BLUE FINANCIAL, LLC	Independent wealth	Feb 9, 2021	Jun 16, 2021	no	Grand Rapids, MI\|STEVENSVILLE, MI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 19, 2020	Aug 10, 2021	no	GRAND RAPIDS, MI\|STEVENSVILLE, MI\|GRAND RAPIDS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MOSAIC PLANNERS AND ADVISORS	SCHWALLIER WEALTH MANAGEMENT	Dec 31, 2022	Aug 24, 2021	-494	Firm change after gap	Other
LPL FINANCIAL LLC	TRUE BLUE FINANCIAL, LLC	Aug 10, 2021	Feb 9, 2021	-182	Firm change after gap	Ibd to RIA
TRUE BLUE FINANCIAL, LLC	MOSAIC PLANNERS AND ADVISORS	Jun 16, 2021	Aug 24, 2021	69	Firm change	Other

Relationships

Registered with (4)

→ SCHWALLIER WEALTH MANAGEMENTRegistered adviserregistration: current employment
Aug 24, 2021 to presentfactForm ADV
→ MOSAIC PLANNERS AND ADVISORSRegistered adviserregistration: previous registration
Aug 24, 2021 to Dec 31, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 19, 2020 to Aug 10, 2021factForm ADV
→ TRUE BLUE FINANCIAL, LLCRegistered adviserregistration: previous registration
Feb 9, 2021 to Jun 16, 2021factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Mary Kathryn Britenfeld left Mosaic Planners And Advisors for Schwallier Wealth Management (registered 2021-08-24)
Form ADVobserved 4 days ago