Chief Executive Officer · Great Lakes Wealth, LLC
Dewey D. Steffen
CRD 2688651 · Named on Form ADV at one SEC-registered adviser
At a glance
Great Lakes Wealth, LLC, an SEC-registered wealth manager based in Northville, MI with $166 million in regulatory assets, lists Dewey D. Steffen on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Great Lakes Wealth, LLCChief Executive OfficerWealth manager · Northville, MI · $166M in regulatory assets
AtlasMembers
Dewey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dewey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.