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Current Employers
Foguth Wealth Management, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-09-14
  • MI RA
    APPROVED
    Since 2023-09-14

Branch Locations

3001 Tamiami Trl N Suite 100, Naples, FL 34103 • United States

45958 Schoenherr Rd., Shelby Township, MI 48315 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oakland University Rochester Hills MI 01/2014 12/2017
Colliers International Southfield MI 06/2017 11/2017
Four Star Valet Troy MI 06/2012 06/2017
Equitable Advisors, Llc Troy MI 08/2018 11/2019
Cetera Advisors Denver CO 01/2020 10/2022
M1 Capital Management Bloomfield Hills MI 01/2022 10/2022
Door Dash Royal Oak MI 12/2019 01/2020
Innovative Investment Services Novi MI 01/2020 10/2022
Truadvice, Llc Sarasota FL 11/2022 11/2023
Foguth Financial Group Brighton MI 11/2022 Present
Not Employed Not Employed MI 01/2018 07/2018
Foguth Wealth Management, Llc Brighton MI 08/2023 Present
Foguth Wealth Management Naples FL 08/2026 Present
  • 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
    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
    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
    Troy, MI
    Birmingham, MI
  • 2020-01-24 → 2022-11-02
    Cetera Advisors Llc
    Novi, MI
  • 2018-08-28 → 2019-12-04
    Troy, MI
    Birmingham, MI
    Troy, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-27
S63 Uniform Securities Agent State Law Examination 2018-06-15
  • S65 Uniform Investment Adviser Law Examination
    2018-08-27
  • S63 Uniform Securities Agent State Law Examination
    2018-06-15
Other Names
  • Charlie Edmund Dillon

View on SEC IAPD

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