C&d Wealth Advisors

C&d Wealth Advisors (CRD# 110769) is a financial advisory firm headquartered in , . They manage $35,360,058 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $544,001
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at C&d Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Jack H. Chisholm
CRD#: 4379748
,

Jack Chisholm (CRD# 4379748) is an Investment Advisor Representative working at C&d Wealth Advisors in , and has over 13 years of experience in the finance industry.

2
Scott J. Chisholm
CRD#: 4379767
Whitmore Lake, MI

Scott Chisholm (CRD# 4379767) is an Investment Advisor Representative working at C&d Wealth Advisors in Whitmore Lake, MI and has over 13 years of experience in the finance industry.

3
Steven C. Pierce
CRD#: 2568843
Whitmore Lake, MI

Steven Pierce (CRD# 2568843) is an Investment Advisor Representative working at C&d Wealth Advisors in Whitmore Lake, MI and has over 29 years of experience in the finance industry.

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