Our Owners and Principals We are a Michigan limited liability company established in May 2004. Richard Balamucki owns twenty-five percent (25%) or more of our firm’s membership interests. Mark Fitzgerald and Logan Ross each own ten percent (10%). Our Advisory Services We offer our clients a variety of advisory services including financial planning and investment management. Our financial planning services are included at no extra charge for our investment management clients. Financial Planning Services We offer clients a diverse menu of financial planning services including:  Education Planning;  Estate Planning;  Tax Planning; Investment Planning;  Risk Management (insurance);  Retirement Planning;  Cash flow planning; and Other investment and non-investment related matters. We consult with you to discuss your goals, objectives, risk tolerance, and any special or particular circumstance unique to the client. After analyzing your individual circumstances, objectives, and risk profile, we present our recommendations to you. When we provide financial planning services, we will rely on the information you provide to us. We will not verify this information when preparing our recommendations. We make our recommendations to you both orally and in a written form. Our recommendations may include topics related to those listed above. To implement our advice, we may also recommend that you work with us or other professionals, such as attorneys or accountants, or utilize various financial products, such as insurance or securities, to implement our recommendations and to obtain your financial goals. While recommending our own services may present a conflict of interest, you are under no obligation to act upon any of our recommendations and you are not required to engage the services of any recommended professional, including us as an investment manager. You retain absolute discretion over all Part 2A of Form ADV5Cranbrook Wealth Management, LLC financial planning implementation decisions and may accept or reject any of our recommendations. We only offer our investment management service through our Discretionary Investment Management Agreement. Our financial planning services are included at no extra charge for our investment management clients. If you would like us to provide financial planning services as a stand-alone service, we enter into a Financial Planning Agreement with you setting forth the terms and conditions of our engagement, describing the scope of our services to be provided, and our fee. Investment Management Services At the onset of our relationship, you will execute a Discretionary Investment Management Agreement with us setting forth the terms and conditions of our management of your investments. Also, together we will complete a Risk Tolerance Assessment; discuss your financial needs, investment objectives, time horizon, as well as any other factors that are relevant to your specific financial situation and any other supporting documentation required for our services. The Risk Tolerance Assessment (and other information obtained during the initial phase of the financial planning engagement, when applicable) enables us to design a tailored portfolio for you that meets your investment objectives, risk tolerance and investment time horizon. Prior to implementing the portfolio, we construct a written Investment Policy Statement that is signed by both you and your adviser. We do not act as the custodian for your account. We utilize Fidelity Brokerage Services, LLC as the custodian for accounts under our management. You must enter into an account agreement with Fidelity, under which Fidelity will take and maintain custody of your assets, effect security transactions, and provide confirmations of transactions executed for your account and periodic account statements. Once you have opened a securities brokerage account with Fidelity and deposited assets designated for our management into your account, we can begin investing your assets pursuant to your Investment Policy Statement, our written agreement, and any other limitations you established in writing. After analyzing your Risk Tolerance Assessment, current financial situation, and other stated objectives and considerations, our investment adviser representatives assist you in developing an appropriate investment strategy for investing the assets in your account. We tailor your investment portfolio based on one of our model portfolios and allocate your assets among various securities within the asset classes of the model portfolio. Once your investment portfolio is established, our investment adviser representatives monitor, review, and rebalance your account, as necessary. We begin with target portfolios, ranging from 100% equities to 100% fixed income securities. Generally, the asset classes in the portfolios are funded with open-end mutual funds and exchange-traded funds, also known as ETFs. Clients may request that we utilize other types of investments such as bonds, treasury bills and/or CDs. We maintain a recommended list of securities for each asset class held in the model portfolios, and our investment adviser representatives generally do not purchase securities that are not on this approved list. We monitor and review the securities on the recommended list and make changes when appropriate. We tailor your portfolio by choosing securities from this list to fill each asset class of the portfolio model Part 2A of Form ADV6Cranbrook Wealth Management, LLC that supports your investment strategy. We may hold securities not on the preferred list due to client legacy positions, tax considerations, client demands and restrictions, or other reasons. We may, in our sole discretion, allow you to transfer individual equities you currently own into an account we manage. If we allow the transfer, we determine what asset class the equities represent and adjust the portfolio accordingly. If we decide that these securities cannot be held in the account we manage, we will liquidate the securities and allocate the assets appropriately. Investment Management to Retirement Investors We have special and additional fiduciary responsibilities under the Title I of Employee Retirement Income Security Act of 1974 (“ERISA”) and/or the Internal Revenue Code Section 4975 (“IRC 4975”), as applicable, when we provide investment advice or investment management services to individual retirement account owners, ERISA plans, and ERISA plan participants. As such, we are subject to specific duties and obligations that include, among other things, prohibited transaction rules which are intended to prohibit fiduciaries from acting on conflicts of interest. We must either avoid or eliminate the conflict or rely upon a prohibited transaction exemption. We are a fiduciary, when, for example, our investment advisor representatives

recommend a distribution or transfer (a “rollover”) of your tax-qualified ERISA-governed account including an IRA, to us for management. If you accept the recommendation, we will receive compensation that we would not otherwise receive. Therefore, the recommendation creates a conflict of interest. To address this conflict, we must comply with the impartial conduct standards that require us to:  Always act in your best interest by: oMeeting a professional standard of care when making investment recommendations (give prudent advice); oNever putting our financial interests ahead of yours when making recommendations (give loyal advice);  Avoid misleading statements about conflicts of interest, fees, and investments;  Follow policies and procedures designed to ensure that we give advice that is in your best interest;  Charge no more than is reasonable for our services; and  Give you basic information about conflicts of interest. A retirement investor leaving an employer has four options regarding an existing retirement plan (and under certain circumstances may engage in a combination of the following options). We will provide general education, for discussion purposes, regarding the “pros and cons” to each of these choices: (i) leave the money in the former employer’s plan, if permitted, (ii) roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to an IRA, or (iv) cash out the account value (which could, depending upon the client’s age, result in adverse Part 2A of Form ADV7Cranbrook Wealth Management, LLC tax consequences). If we recommend a roll over from a retirement plan account or a transfer of an IRA account into an account to be managed by us, such a recommendation creates a conflict of interest if the retirement investor accepts the recommendation as we earn a fee on the market value of the rollover or transferred IRA which would not be earned if the money was not placed under our management. Alternative Investments Separately Managed Accounts We have established a relationship with an “Independent Manager” to provide tax-advantaged strategies to our clients through separately managed accounts (“SMAs”). These strategies implement a tax-loss harvesting process so that realized capital losses can be used to offset capital gains, reducing taxes paid, and enhancing after-tax returns. If we recommend SMAs to you, we will act as your primary adviser to determine the appropriateness or suitability of this service. Currently, if you choose to utilize SMAs of the Independent Manager, you will execute a separate discretionary advisory agreement with the Independent Manager and receive a copy of the Independent Manager’s Form ADV. The Independent Manager is responsible for selecting and executing transaction on a discretionary basis in compliance with your SMA’s investment guidelines that you establish. Please review the Independent Manager’s Form ADV carefully for essential information related to their business, fees, and methods of operation. We anticipate establishing a subadvisory arrangement with the Independent Manager for these SMA services. When the subadvisory arrangement is established, clients will no longer be required to enter into a separate discretionary advisory agreement with the Independent Manager. Instead, these services will be implemented, on a discretionary basis, pursuant to your Investment Policy Statement, our written agreement, and any other limitations you established in writing with us. Private Equity Investments As noted above, we have established a relationship with an Independent Manager which we recommend, on a non-discretionary basis, to clients who may be interested in purchasing membership interests, limited partnership interests, shares, units, or other applicable interest in one or more private equity investment (“PEI”). These “interests” are only made available to our clients who are “accredited investors” within the meaning of section (a) of Rule 501 of Regulation D under the Securities Act of 1933, as amended and, if required under the fund’s offering documents, “qualified purchasers” within the meaning of Section 2(a)(51) of the U.S. Investment Company Act of 1940, as amended, and the rule thereunder. If you qualify for and we recommend a PEI to you, you will receive the PEI’s offering, governing and subscription documents. These documents explain the investment strategy, fees, and risks associated with the specific investment. PEIs are designed to assist clients in creating a diversified portfolio and may provide unique advantages; however, they are complex in nature, have limited liquidity, and involve a higher degree of risk. You will be incurring fees as described in the subscription documents which is separate from and in addition to our investment management fee. Part 2A of Form ADV8Cranbrook Wealth Management, LLC Other Alternative Investments Our clients occasionally ask us to review potential illiquid alternative investments that have been offered to them from third parties. In these circumstances, we will advise our clients on how that particular investment opportunity fits into their comprehensive plan. We may give advice on how to title the investment, how the investment fits within the client’s estate plan, and how that investment would fit into the client’s total net worth and overall asset allocation. If the client requests, we may occasionally review offering memoranda, financial statements, and other documents. However, we do not review these documents in a legal capacity nor conduct any formal due diligence review. Furthermore, we do not make specific recommendations on whether the client should invest in any particular illiquid alternative investment. That decision rests solely with the client. Finally, we do not receive any compensation with respect to assisting our clients in this regard. Non-Managed Courtesy Account Services When a client has a significant liquidity event such as a sale of a house, business or another asset, many times, in this circumstance, the client wants to stay liquid for capital gains, personal goals or dollar cost averaging purposes. At your request we will set up a separate account at Fidelity for the sole purpose of holding these proceeds in the cash equivalents of your choosing. (ex., MMF’s, CD’s, Treasury Bills, etc.) Such accounts are referred to as Non-Managed Courtesy Accounts. We will not direct the investment or reinvestment of the assets in your account, nor exercise any discretion on the account. Any trades we place in the account will be solely on a non- discretionary basis, as requested by you. As these accounts are not under our management, the accounts will not be subject to our asset-based fee. Assets Under Management As of December 31, 2023, we had $699,717,426 in client assets managed on a discretionary basis.