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Inactive

Dylan Cole Kennedy

Foguth Wealth Management, LLC.

Brighton, MI

Traverse City, MI

CRD 7182525

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Employer firm

Foguth Wealth Management, LLC. CRD 327434

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Foguth Wealth Management, Llc.

325 W. Main St., Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-25
  • MI RA
    APPROVED
    Since 2025-09-25

Branch Locations

325 W. Main St., Brighton, MI 48116 • United States

457 Munson Ave, Traverse City, MI 49686 • 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
Creativeone Wealth, Llc Overland Park KS 07/2024 09/2025
Hudson Agency Llc Traverse City MI 07/2019 09/2025
Great Wolf Lodge Traverse City MI 07/2011 10/2020
Foguth Financial Group, Llc Brighton MI 09/2025 Present
Foguth Wealth Management Brighton MI 09/2025 Present
  • 07/2024 → 09/2025
    Creativeone Wealth, Llc
    Overland Park, KS
  • 07/2019 → 09/2025
    Hudson Agency Llc
    Traverse City, MI
  • 07/2011 → 10/2020
    Great Wolf Lodge
    Traverse City, MI
  • 09/2025 → Present
    Foguth Financial Group, Llc
    Brighton, MI
  • 09/2025 → Present
    Foguth Wealth Management
    Brighton, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-03
  • S65 Uniform Investment Adviser Law Examination
    2024-06-03

View on SEC IAPD

Nearby Firms

EP WEALTH ADVISORS
ACCELERATE RETIREMENT
EQUITABLE ADVISORS, LLC

Nearby Investors

CHRISTOPHER RONALD HOPKINS
MICHAEL JAMES LAY
KEVIN EDMUND CROSS

Nearby Offices

EP WEALTH ADVISORS · Brighton, MI
EP WEALTH ADVISORS · 48116, MI
EP WEALTH ADVISORS · Brighton, MI

More in Brighton, MI

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