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Dewey Deane Steffen

GREAT LAKES WEALTH, LLC·NORTHVILLE, Michigan
Unclaimed Profile
22260 HAGGERTY ROAD, NORTHVILLE, MI 48167CRD# 2688651Firm CRD# 282362
01

About

Dewey Deane Steffen is a registered financial advisor based in NORTHVILLE, Michigan, affiliated with GREAT LAKES WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GREAT LAKES WEALTH, LLC
GREAT LAKES WEALTH, LLC
AUM
$117M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at GREAT LAKES WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2688651
Firm CRD# 282362
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dewey Deane Steffen offer?
Dewey Deane Steffen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHVILLE, Michigan for a consultation.
What are Dewey Deane Steffen's credentials?
Dewey Deane Steffen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dewey Deane Steffen located?
Dewey Deane Steffen is based in NORTHVILLE, Michigan, working with GREAT LAKES WEALTH, LLC. Their office serves clients in the NORTHVILLE metropolitan area and surrounding communities.
How does Dewey Deane Steffen charge for services?
Dewey Deane Steffen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT LAKES WEALTH, LLC?
GREAT LAKES WEALTH, LLC has approximately 7 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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