Unclaimed Profile

Leah M Dotinga

MTB OF MICHIGAN, LLC·GRAND RAPIDS, Michigan

Clean recordMTB OF MICHIGAN, LLC

3333 GRAND RIDGE DRIVE NE, GRAND RAPIDS, MI 49525CRD# 5681885Firm CRD# 289913

Profile Verification

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

Identity

Leah M Dotinga · GRAND RAPIDS, MI

Registration

CRD #5681885 · MTB OF MICHIGAN, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Leah M Dotinga is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with MTB OF MICHIGAN, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STRATEGIES WEALTH ADVISORS, LLC

INNOVIA WEALTH, LLC

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STRATEGIES WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5681885

Firm CRD# 289913

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leah M Dotinga offer?

Leah M Dotinga specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Leah M Dotinga's credentials?

Leah M Dotinga is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leah M Dotinga located?

Leah M Dotinga is based in GRAND RAPIDS, Michigan, working with MTB OF MICHIGAN, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Leah M Dotinga charge for services?

Leah M Dotinga'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 MTB OF MICHIGAN, LLC?

MTB OF MICHIGAN, LLC has approximately 26 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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