Charles Edmund Dillon

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 12/2017
  Oakland University
  Rochester Hills, MI
• 06/2017 → 11/2017
  Colliers International
  Southfield, MI
• 06/2012 → 06/2017
  Four Star Valet
  Troy, MI
• 08/2018 → 11/2019
  Equitable Advisors, Llc
  Troy, MI
• 01/2020 → 10/2022
  Cetera Advisors
  Denver, CO
• 01/2022 → 10/2022
  M1 Capital Management
  Bloomfield Hills, MI
• 12/2019 → 01/2020
  Door Dash
  Royal Oak, MI
• 01/2020 → 10/2022
  Innovative Investment Services
  Novi, MI
• 11/2022 → 11/2023
  Truadvice, Llc
  Sarasota, FL
• 11/2022 → Present
  Foguth Financial Group
  Brighton, MI
• 01/2018 → 07/2018
  Not Employed
  Not Employed, MI
• 08/2023 → Present
  Foguth Wealth Management, Llc
  Brighton, MI
• 08/2026 → Present
  Foguth Wealth Management
  Naples, FL

Previous Registrations

• 2022-11-02 → 2023-12-13
  Truadvice Llc
  Brighton, MI
  Sarasota, FL
  Brighton, MI
  Clarkston, MI
  Shelby Township, MI
  Traverse City, MI
• 2022-04-18 → 2022-11-15
  M1 Capital Management Llc
  Troy, MI
  Birmingham, MI
• 2020-01-24 → 2022-11-02
  Cetera Advisors Llc
  Novi, MI
• 2018-08-28 → 2019-12-04
  Equitable Advisors, Llc
  Troy, MI
  Birmingham, MI
  Troy, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-27
• S63 Uniform Securities Agent State Law Examination
  2018-06-15

Other Names

• Charlie Edmund Dillon