DH
DH

Dave Hilgendorf

42 Years of Experience
Grand Rapids, MI
Broker

Dave Hilgendorf is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dave is an officer (Treasurer) of the Morrison Lake Property Owners Association, a non-profit organization, since June 2024. He spends minimal time maintaining the checkbook and processing deposits and withdrawals.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2007 - Present · 19 yrs 2 mos
Raymond James & Associates, INC.
June 1998 - Present · 27 yrs 11 mos
Raymond James & Associates, INC.Broker
June 1998 - Present · 27 yrs 11 mos
Previous Registrations
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
June 1990 - May 1998 · 7 yrs 11 mos
Prudential-Bache Securities INC.Broker
September 1989 - June 1990 · 9 mos
Thomson Mckinnon Securities INC.Broker
March 1989 - September 1989 · 6 mos
Shearson Lehman Brothers INC.Broker
July 1987 - February 1989 · 1 yr 7 mos
E. F. Hutton & Company INCBroker
February 1985 - August 1987 · 2 yrs 6 mos
First Heritage CorporationBroker
August 1984 - February 1985 · 6 mos
Ids Marketing CorporationBroker
June 1983 - August 1984 · 1 yr 2 mos
State Registrations22 states
AZCACOFLGAILINMEMIMNMSNCNJNMNVOHPASCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.