Dewey Steffen (CRD# 2688651) is an Investment Advisor Representative working at Great Lakes Wealth, LLC in Northville, MI and has over 28 years of experience in the finance industry.
CRD# 2029983
Hantz Financial Services, Inc.
CRD# 5521788
Modern Wealth Management, LLC
CRD# 1225610
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Lakes Wealth, LLC | Northville, MI | Jul 2016 - Current | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2016 - Current | 7 |
| Ubs Financial Services, Inc. | Farmington Hills, MI | Feb 2007 - Jul 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- MI
-
Total Assets Under Management117MILLIONS
-
Total Number of Accounts872ACCOUNTS
-
Average Account Value$134,174
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MI, NC, TX
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