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Alexa Jo Kane

Pearl Planning

Dexter, MI

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Current Employers
Pearl Planning

8031 Main Street, Suite 201, Dexter, MI 48130 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-16
  • MI RA
    APPROVED
    Since 2025-07-16

Branch Locations

8031 Main Street, Suite 201, Dexter, MI 48130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Dexter MI 09/2014 10/2021
M.J. Smith & Associates Greenwood Village CO 08/2014 06/2020
Raymond James Financial Services Advsiors, Inc. Dexter MI 09/2020 10/2021
Stephens Consulting, Llc Dexter MI 10/2021 08/2025
Mercer Global Advisors Greenwood Village CO 07/2020 09/2020
Pearl Planning Dexter MI 07/2025 Present
  • 09/2014 → 10/2021
    Raymond James Financial Services, Inc.
    Dexter, MI
  • 08/2014 → 06/2020
    M.J. Smith & Associates
    Greenwood Village, CO
  • 09/2020 → 10/2021
    Raymond James Financial Services Advsiors, Inc.
    Dexter, MI
  • 10/2021 → 08/2025
    Stephens Consulting, Llc
    Dexter, MI
  • 07/2020 → 09/2020
    Mercer Global Advisors
    Greenwood Village, CO
  • 07/2025 → Present
    Pearl Planning
    Dexter, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-17
  • S66 Uniform Combined State Law Examination
    2013-06-17
Designations
Other Names
  • Alexa Jo Wiese

View on SEC IAPD

Other Firms

EDWARD JONES
PNC WEALTH MANAGEMENT LLC
XLM CAPITAL MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

MELISSA NICOLE JOY
GENEVIEVE MARGARET Guys
TONI MARIE WANDER
Robert Giuseppe Cesario
Michael Louis Fitzpatrick
BRIAN DAVID BONSALL
CRAIG LLOYD MCKEE
Bradley Biggs

Other Offices

EDWARD JONES · DEXTER, MI
PNC WEALTH MANAGEMENT LLC · DEXTER, MI
XLM CAPITAL MANAGEMENT · DEXTER, MI
THRIVENT INVESTMENT MANAGEMENT INC. · Dexter, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Dexter, MI
EDWARD JONES · DEXTER, MI
SPC · Ann Arbor, MI
MML INVESTORS SERVICES, LLC · Ann Arbor, MI

More in Dexter, MI

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