Managed Money Concepts

Managed Money Concepts (CRD# 115174) is a financial advisory firm headquartered in Lansing, MI. They manage $26,662,971 in 242 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $110,178
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • 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.

MI

Financial Advisors at Managed Money Concepts
Showing 1 - 4 of 4 top financial advisors.
1
Scott A. Dorer
CRD#: 1561880
4293 Five Oaks Drive, Lansing, MI 48911
93
Wealthminder
score

Scott Dorer (CRD# 1561880) is an Investment Advisor Representative working at Managed Money Concepts in Lansing, MI and has over 30 years of experience in the finance industry.

2
Donald E. Headley
CRD#: 1368682
4293 Five Oaks Drive, Lansing, MI 48911
93
Wealthminder
score

Donald Headley (CRD# 1368682) is an Investment Advisor Representative working at Managed Money Concepts in Lansing, MI and has over 31 years of experience in the finance industry.

3
Steven J. Loveall
CRD#: 824434
4293 Five Oaks Drive, Lansing, MI 48911
93
Wealthminder
score

Steven Loveall (CRD# 824434) is an Investment Advisor Representative working at Managed Money Concepts in Lansing, MI and has over 35 years of experience in the finance industry.

4
Ashley A. Loveall
CRD#: 6128454
4293 Five Oaks Dr, Lansing, MI 48911
90
Wealthminder
score

Ashley Loveall (CRD# 6128454) is an Investment Advisor Representative working at Managed Money Concepts in Lansing, MI and has over 3 years of experience in the finance industry.

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