DM
CFP
DM
CFP
Dennis Michels
26 Years of Experience
Orlando, FL
2 DisclosuresBroker
Dennis Michels is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 26 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
301 East Pine Street, Suite 1100, Orlando, FL, 32801
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2025Settled
Customer Dispute
October 2021Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs
Previous Registrations
Moors & Cabot, INC
March 2012 - May 2018 · 6 yrs 2 mos
Moors & Cabot, INC.Broker
February 2012 - May 2018 · 6 yrs 3 mos
Robert W. Baird & CO. Incorporated
March 2007 - March 2012 · 5 yrs
Robert W. Baird & CO. IncorporatedBroker
January 2001 - March 2012 · 11 yrs 2 mos
Fas Wealth Management Services, INC.Broker
July 1999 - January 2001 · 1 yr 6 mos
State Registrations23 states
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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.