Dewey Engelsma
Dewey Engelsma is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Byron Center, MI, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7740 Byron Center Ave SW, 100, Byron Center, MI, 49315
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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 an insurance agent selling fixed and traditional insurance products since 2006, dedicating about 10-20% of his time. He also provides financial, consulting, and insurance services through DAE Capital Advisors and is a registered representative offering commission-based investment products.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Advisory Alpha, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Regal Investment Advisors LLC
American Portfolios Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations19 states
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.