Deseranno Wealth Planning

Deseranno Wealth Planning (CRD# 121841) is a financial advisory firm headquartered in Grosse Pointe Farms, MI. They manage $168,843,057 in 332 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
18720 Mack Avenue, Suite 100, Grosse Pointe Farms, MI 48236
https://deseranno.com/
By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $508,563
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Deseranno Wealth Planning
Showing 1 - 3 of 3 top financial advisors.
1
Alandress Gardner, financial advisor Grosse Pointe Farms MI
Alandress Gardner
CRD#: 2744818
18720 Mack Avenue, Suite 100, Grosse Pointe Farms, MI 48236

Alandress Gardner (CRD# 2744818) is an Investment Advisor Representative working at Deseranno Wealth Planning in Grosse Pointe Farms, MI and has over 27 years of experience in the finance industry.

2
Robert Rahaim, financial advisor Grosse Pointe Farms MI
Robert S. Rahaim
CRD#: 4581651
18720 Mack Avenue, Suite 100, Grosse Pointe Farms, MI 48236

Robert Rahaim (CRD# 4581651) is an Investment Advisor Representative working at Deseranno Wealth Planning in Grosse Pointe Farms, MI and has over 21 years of experience in the finance industry.

3
Steven Sicklesteel, financial advisor Grosse Pointe Farms MI
Steven A. Sicklesteel
CRD#: 5781102
18720 Mack Avenue, Suite 100, Grosse Pointe Farms, MI 48236

Steven Sicklesteel (CRD# 5781102) is an Investment Advisor Representative working at Deseranno Wealth Planning in Grosse Pointe Farms, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals