Unclaimed Profile

Leah M Dotinga

MTB OF MICHIGAN, LLC·GRAND RAPIDS, Michigan

SIE, Series 6, Series 7TO, Series 9, Series 10, Series 63, Series 66Clean record3 years registeredMTB 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 · 3 years registered

Brand Profile

Not yet started

Career History

WELLS FARGO ADVISORS

Nov 2022 – present

WELLS FARGO CLEARING SERVICES, LLC

Sep 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · September 7, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIES WEALTH ADVISORS, LLC

CRD 289913 · SEC 801-112177

AUM

$2.2B

Regulatory assets under management

Employees

3,183 client accounts

Services offered by STRATEGIES WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIES WEALTH ADVISORS, LLC →

Introduction

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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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