Unclaimed Profile

Dewey Deane Steffen

GREAT LAKES WEALTH, LLC·NORTHVILLE, Michigan

SIE, Series 7, Series 52, Series 63, Series 65Clean record17 years registeredGREAT LAKES WEALTH, LLC

22260 HAGGERTY ROAD, NORTHVILLE, MI 48167CRD# 2688651Firm CRD# 282362

Profile Verification

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

Identity

Dewey Deane Steffen · NORTHVILLE, MI

Registration

CRD #2688651 · GREAT LAKES WEALTH, LLC · 17 years registered

Brand Profile

Not yet started

Career History

GREAT LAKES WEALTH, LLC

Jul 2016 – present

UBS FINANCIAL SERVICES INC.

Oct 2008 – Jul 2016

FARMINGTON HILLS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 52

Series 63

Series 65

Registration record

First registered · October 20, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREAT LAKES WEALTH, LLC

CRD 282362 · SEC 801-121370

AUM

$117M

Regulatory assets under management

Employees

872 client accounts

Services offered by GREAT LAKES WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREAT LAKES WEALTH, LLC →

Introduction

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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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