JD
JD

John Dyer

20 Years of Experience
Royal Oak, MI
Sells Insurance

John Dyer is a registered investment advisor at Alpha Asset Advisors LLC, based in Royal Oak, MI, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$13.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1709 Crooks Road, Royal Oak, MI, 48067

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

John works as an insurance agent, spending a few hours per week on insurance sales. He also works as Chief Operating Officer/Investment Adviser Representative for Alpha Asset Advisors, LLC and Investment Adviser Representative for Royal Oak Financial Advisors, LLC, dedicating nearly full-time hours to the latter.

Employment History
Current Registrations
Alpha Asset Advisors LLC
April 2021 - Present · 5 yrs 1 mo
Royal Oak Financial Advisors, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Ameriprise Financial Services, INC.
September 2010 - May 2018 · 7 yrs 8 mos
Ameriprise Financial Services, INC.Broker
September 2005 - May 2018 · 12 yrs 8 mos
Ids Life Insurance CompanyBroker
September 2005 - July 2006 · 10 mos
State Registrations1 state
MI
Advisor

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.