Melanie Dohrman, financial advisor Ann Arbor MI
96 score

Melanie Dohrman

CRD Number: 5409754
Current Firm: Spc

Melanie Dohrman (CRD# 5409754) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 9 years of experience in the finance industry. Melanie Dohrman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sigma Financial Corporation Ann Arbor, MI Sep 2012 - Current 4
Spc Ann Arbor, MI Sep 2012 - Current 4
Chase Investment Services Corp. Austin, TX Aug 2011 - Sep 2012 1
Edward Jones St. Louis, MO Oct 2008 - Jul 2011 2
Michael Dickey LLC Wimberley, TX Aug 2007 - Oct 2008 1
Student San Marcos, TX Mar 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Melanie C. Dohrman
Phone Number: 734-663-1611
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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