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Carla Marie Dells

DS Investment Advisors

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About Carla Marie Dells

Carla Marie Dells is an Investment Advisor Representative with DS Investment Advisors. Carla has been in the industry since 1992. Carla is currently registered in Michigan. Carla has experience with a number of different firms, including Wachovia Securities Financial Network, LLC, Investment Centers of America, Inc., Captrust Financial Advisors, LLC, and McDonald & Company Securities, Inc. Carla's specializations include Investments. Carla's current employer, DS Investment Advisors, manages $270 million in assets for 233 clients. The firm's advisory services include portfolio management for individuals.

Firm Information

Carla Dells is currently registered with DS Investment Advisors. DS Investment Advisors is an investment advisory firm located in Grand Rapids, MI. The firm manages a total of $270 million in assets for 233 clients, including high-net-worth individuals, pension and profit-sharing plans, and other individuals. They offer portfolio management services for individuals.
DS Investment Advisors

750 FRONT AVE NW SUITE 305

GRAND RAPIDS, MI 49504

$270.00M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carla Dells’s Registration & Firm History

MI

09/22/2022 - Present

DS Investment Advisors (GRAND RAPIDS MI)

MI

10/18/2002 - 01/30/2007

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (GRAND RAPIDS MI)

WI

07/23/2001 - 10/08/2002

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

NC

12/12/1997 - 05/12/2000

CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)

OH

12/04/1992 - 12/23/1997

MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 09/08/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carla Marie Dells.
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