Norris Perne & French LLP

Norris Perne & French LLP (CRD# 104683) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $1,660,705,974 in 1,661 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,661
    MILLION
  • Total Number of Accounts
    1,661
    ACCOUNTS
  • Average Account Value
    $999,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • 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, GA, ID, IL, IN, MA, MI, NC, NJ, NY, OH, PA, TN, TX, VA, WI

Financial Advisors at Norris Perne & French LLP
Showing 1 - 9 of 9 top financial advisors.
1
Kurt M. Arvidson
CRD#: 1867408
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503

Kurt Arvidson (CRD# 1867408) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 32 years of experience in the finance industry.

2
Marilee K. Bartl
CRD#: 4928965
40 Pearl Street Nw, Suite 300, Grand Rapids, MI 49503

Marilee Bartl (CRD# 4928965) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 10 years of experience in the finance industry.

3
Tyler J. Bosgraaf
CRD#: 5944328
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503

Tyler Bosgraaf (CRD# 5944328) 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.

4
John D. Darling
CRD#: 4331098
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503

John Darling (CRD# 4331098) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 10 years of experience in the finance industry.

5
Charles L. Dutcher
CRD#: 5760827
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503

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.

6
Glenn P. Hefner
CRD#: 2703453
40 Pearl Street Nw, Suite 300, Grand Rapids, MI 49503

Glenn Hefner (CRD# 2703453) 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.

7
David S. Hodge
CRD#: 5490136
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503

David Hodge (CRD# 5490136) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 10 years of experience in the finance industry. David Hodge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Daniel J. Lupo
CRD#: 6723031
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503

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.

9
John F. Wisentaner
CRD#: 1125787
40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503

John Wisentaner (CRD# 1125787) is an Investment Advisor Representative working at Norris Perne & French LLP in Grand Rapids, MI and has over 23 years of experience in the finance industry.

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