Unclaimed Profile

Dennis Clare Tubbergen

PLP ADVISORS, LLC·GRAND RAPIDS, Michigan

Series 6, Series 7, Series 24, Series 63, Series 6523 years registeredPLP ADVISORS, LLC

961 FOUR MILE ROAD NW, GRAND RAPIDS, MI 49544-8252CRD# 2505625Firm CRD# 153996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis Clare Tubbergen · GRAND RAPIDS, MI

Registration

CRD #2505625 · PLP ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PERSONAL LEGACY PLANNERS

May 2020 – present

PERSONAL LEGACY PLANNERS

Feb 2014 – Sep 2016

GRAND RAPIDS, MI

VERITAS SPECIALIZED INVESTMENT SERVICES, LLC

Nov 2010 – Dec 2010

GRAND RAPIDS, MI

USA WEALTH MANAGEMENT LLC

Jun 2003 – Dec 2013

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 18, 2003

Years registered · 23

Disclosure History

2010Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PLP ADVISORS, LLC

CRD 153996 · SEC 801-76962

AUM

$12M

Regulatory assets under management

Employees

187 client accounts

Services offered by PLP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PLP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Dennis Clare Tubbergen offer?

Dennis Clare Tubbergen specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Dennis Clare Tubbergen's credentials?

Dennis Clare Tubbergen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Clare Tubbergen located?

Dennis Clare Tubbergen is based in GRAND RAPIDS, Michigan, working with PLP ADVISORS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Dennis Clare Tubbergen charge for services?

Dennis Clare Tubbergen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLP ADVISORS, LLC?

PLP ADVISORS, LLC has approximately 5 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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