Dewey Steffen is a registered investment advisor, based in Northville, MI, with 30 years of industry experience.
Location
22260 Haggerty Road, Suite 160, Northville, MI, 48167
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dewey is a trustee at William Beaumont Hospital, a landlord for a house in Royal Oak, and the CEO of Great Lakes Wealth, dedicating full-time hours to the wealth management firm. Dewey also works as an insurance agent, spending about 10-20% of his time on insurance and annuity needs.
Employment History
Current Registrations
Great Lakes Wealth, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Comerica SecuritiesBroker
Olde Discount CorporationBroker
State Registrations8 states
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