Managed Asset Portfolios, LLC

Managed Asset Portfolios, LLC (CRD# 109574) is a financial advisory firm headquartered in Rochester, MI. They manage $442,728,342 in 1,106 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    443
    MILLION
  • Total Number of Accounts
    1,106
    ACCOUNTS
  • Average Account Value
    $400,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, KY, MA, MI, MN, NC, NJ, NV, OH, TX, WI

Financial Advisors at Managed Asset Portfolios, LLC
Showing 1 - 10 of 15 top financial advisors.
1
John F. Dalton
CRD#: 2230716
10 S. Riverside Plaza, Suite 1800, Chicago, IL 60606
96
Wealthminder
score

John Dalton (CRD# 2230716) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

2
Karen M. Culver
CRD#: 2128648
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Karen Culver (CRD# 2128648) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 14 years of experience in the finance industry.

3
Michael S. Dzialo
CRD#: 1666150
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Michael Dzialo (CRD# 1666150) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 29 years of experience in the finance industry.

4
Thomas P. Fitzgerald
CRD#: 2617750
10 S. Riverside Plaza, Suite 1800, Chicago, IL 60606
93
Wealthminder
score

Thomas Fitzgerald (CRD# 2617750) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Chicago, IL and has over 14 years of experience in the finance industry.

5
Terrence P. Geary
CRD#: 2504318
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Terrence Geary (CRD# 2504318) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 23 years of experience in the finance industry.

6
Cara A. Mossington
CRD#: 5758315
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Cara Mossington (CRD# 5758315) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 7 years of experience in the finance industry.

7
Daniel S. Patterson
CRD#: 1254698
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Daniel Patterson (CRD# 1254698) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 17 years of experience in the finance industry.

8
Peter J. Swan
CRD#: 2352280
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Peter Swan (CRD# 2352280) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 24 years of experience in the finance industry.

9
Dennis L. Engel
CRD#: 2229428
950 W. University, Suite 100, Rochester, MI 48307
90
Wealthminder
score

Dennis Engel (CRD# 2229428) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 19 years of experience in the finance industry.

10
Michael D. Rodzik
CRD#: 4762751
950 W. University, Suite 100, Rochester, MI 48307
90
Wealthminder
score

Michael Rodzik (CRD# 4762751) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.