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Lori Tollefson Williams

MACKEY KOMARA & DANKOVICH LLC·TROY, Michigan
Unclaimed Profile
1301 W. LONG LAKE ROAD, TROY, MI 48098CRD# 5438816Firm CRD# 144994
01

About

Lori Tollefson Williams is a registered financial advisor based in TROY, Michigan, affiliated with MACKEY KOMARA & DANKOVICH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MKD WEALTH COACHES, LLC
MKD WEALTH COACHES, LLC
AUM
$360M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MKD WEALTH COACHES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5438816
Firm CRD# 144994
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lori Tollefson Williams offer?
Lori Tollefson Williams specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.
What are Lori Tollefson Williams's credentials?
Lori Tollefson Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Tollefson Williams located?
Lori Tollefson Williams is based in TROY, Michigan, working with MACKEY KOMARA & DANKOVICH LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Lori Tollefson Williams charge for services?
Lori Tollefson Williams'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 MACKEY KOMARA & DANKOVICH LLC?
MACKEY KOMARA & DANKOVICH LLC has approximately 12 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Frank Eugene Endris — CITY CENTER ADVISORS, LLCGerald Roland Dehondt — SS&H FINANCIAL ADVISORS, INC.Richard Alan Ferri — PORTFOLIO SOLUTIONS LLCAndrew Magdy Kamal — QUANTPORTAL LLCBarbara Ann Hammond Garrow — SS&H FINANCIAL ADVISORS, INC.
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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