DP
DP

Deanna Pelletier

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

33335 Grand River, Farmington, MI, 48336

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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

Deanna works as an insurance agent and independent contractor for ValuTeachers, marketing fixed and indexed annuity products to public school employees since March 2023. This takes about half of her time.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
February 2024 - Present · 2 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.