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Charles Edmund Dillon

Foguth Wealth Management, LLC

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About Charles Edmund Dillon

Charles Edmund Dillon is a financial advisor registered with the state of Michigan. Charles has been in the financial services industry since 2018. Charles is currently registered with Foguth Wealth Management, LLC. Charles is a financial advisor registered with the state of Michigan. Charles has been in the financial services industry since 2018. Prior to his current role, Charles was also employed by CETERA ADVISORS LLC and AXA ADVISORS, LLC. Charles has a Series 65 license for investment advisors. Charles also has a Series 7 and Series 63 license for securities.

Firm Information

Charles Dillon is currently registered with Foguth Wealth Management, LLC. Foguth Wealth Management, LLC is a Brighton, Michigan-based registered investment advisor with $236,955,954 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Foguth Wealth Management serves a client base comprised primarily of high-net-worth individuals and individuals other than high-net-worth.
Foguth Wealth Management, LLC

325 W. MAIN ST.

BRIGHTON, MI 48116

$236.96M

Assets Under Management

Not reported

Total Clients

23

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Charles Dillon’s Registration & Firm History

MI

09/14/2023 - Present

Foguth Wealth Management, LLC (BRIGHTON MI)

MI

02/04/2020 - 11/02/2022

CETERA ADVISORS LLC (NOVI MI)

MI

07/18/2018 - 12/04/2019

AXA ADVISORS, LLC (TROY MI)

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Licenses & Designations

IA

Issued 08/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Charles Edmund Dillon. Review regulatory record here.
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