Norris Perne & French LLP

Norris Perne & French LLP (CRD# 104683) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $1,171,169,301 in 1,619 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,171
    MILLION
  • Total Number of Accounts
    1,619
    ACCOUNTS
  • Average Account Value
    $723,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AR, AZ, CA, CO, FL, ID, IL, IN, MA, MI, NC, NJ, NY, OH, PA, TX, VA

Financial Advisors at Norris Perne & French LLP
Showing 1 - 8 of 8 top financial advisors.
1
Kurt M. Arvidson
CRD#: 1867408
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503
96
Wealthminder
score

Kurt Arvidson (CRD# 1867408) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 29 years of experience in the finance industry.

2
Glenn P. Hefner
CRD#: 2703453
40 Pearl Street Nw, Suite 300, Grand Rapids, MI 49503
96
Wealthminder
score

Glenn Hefner (CRD# 2703453) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 19 years of experience in the finance industry.

3
John F. Wisentaner
CRD#: 1125787
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503
96
Wealthminder
score

John Wisentaner (CRD# 1125787) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 21 years of experience in the finance industry.

4
Marilee K. Bartl
CRD#: 4928965
40 Pearl Street Nw, Suite 300, Grand Rapids, MI 49503
93
Wealthminder
score

Marilee Bartl (CRD# 4928965) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 7 years of experience in the finance industry.

5
John D. Darling
CRD#: 4331098
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503
93
Wealthminder
score

John Darling (CRD# 4331098) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 8 years of experience in the finance industry.

6
Stephen B. Wert
CRD#: 2858721
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503
93
Wealthminder
score

Stephen Wert (CRD# 2858721) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 20 years of experience in the finance industry.

7
Daniel J. Lupo
CRD#: 6723031
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503
90
Wealthminder
score

Daniel Lupo (CRD# 6723031) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has 1 year of experience in the finance industry.

8
Charles L. Dutcher
CRD#: 5760827
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503
70
Wealthminder
score

Charles Dutcher (CRD# 5760827) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has 1 year of experience in the finance industry.

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