DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Erickson Richard Braund

Black Walnut Wealth Managementindependent RIATraverse City, MiIA-onlyIAPD 2544396

Certified Financial Planner

Feed of 09/14/2026

Also filed as Erickson Richard Braund

At current firm

1 y

since Aug 28, 2025

In the industry

31 y

since Feb 24, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founderreportedblackwalnutwm.comfirm site, Sep 16, 2026
Designations: CFP, CRPCreportedblackwalnutwm.comas printed on the bio page, Sep 16, 2026
Founder: “Eric Braund is the Founder and Chief Financial Officer at Black Walnut Wealth Management.”reportedblackwalnutwm.comthe sentence on the bio page
Professional profile: blackwalnutwm.com/meet-our-team/eric-braundreportedblackwalnutwm.comfirm site, Sep 16, 2026
Professional profile: linkedin.com/in/jodi-braund-833b78208reportedblackwalnutwm.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Black Walnut Wealth Management independent RIA current
since Aug 28, 2025 · Traverse City, Mi
Dynamic independent RIA
Mar 22, 2018 to Sep 30, 2025 · Traverse City, Mi
Regal Investment Advisors LLC BD affiliated
Apr 21, 2017 to Apr 2, 2018 · Traverse City, Mi
Rehmann Wealth independent RIA
Aug 11, 2010 to Apr 21, 2017 · Traverse City, Mi
Wells Fargo Investments, LLC unclassified
Jan 18, 2005 to Jun 12, 2007 · Traverse City, Mi

Moves

a registration end followed by a registration begin elsewhere

Dynamic to Black Walnut Wealth Management
left Sep 30, 2025, registered Aug 28, 2025 (-33 days) · RIA to a newly registered adviser
Regal Investment Advisors LLC to Dynamic
left Apr 2, 2018, registered Mar 22, 2018 (-11 days) · Other
Rehmann Wealth to Regal Investment Advisors LLC
left Apr 21, 2017, registered Apr 21, 2017 (0 days) · Other
Wells Fargo Investments, LLC to Rehmann Wealth
left Jun 12, 2007, registered Aug 11, 2010 (1156 days) · Other

Signals

Erickson Richard Braund left Dynamic for Black Walnut Wealth Management (registered 2025-08-28)
Sep 30, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address