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Anthony Perry Desantis

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,146 clients
Average Client Portfolio
$258K average
Assets Under Management
$296.1M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4509 Maplecrest Road, Fort Wayne, IN, 46835

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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 ActivitiesSells Insurance

Anthony works as an insurance broker for The Direct Effect, selling insurance products and services since 2020. This activity takes nearly full-time.

Employment History
Current Registrations
Maripau Wealth Management LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Impact Partnership Wealth, LLC
May 2022 - June 2023 · 1 yr 1 mo
Kinetic Financial
December 2020 - April 2022 · 1 yr 4 mos
Ae Wealth Management, LLC
October 2020 - December 2020 · 2 mos
Securian Financial Services, INC.
February 2008 - March 2009 · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.