Charles L. Dettloff

LIBERTY CAPITAL MANAGEMENT

Birmingham, MI 48009

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CRD#: 2423584

Professional summary

Charles Lawrence Dettloff is a registered financial advisor currently at LIBERTY CAPITAL MANAGEMENT INC located in Birmingham, Michigan.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Charles has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Lawrence Dettloff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 28, 2016 - Present

LIBERTY CAPITAL MANAGEMENT INC

Office #1: 401 S Old Woodward Avenue Ste 430, Birmingham, MI 48009

RIA

CRD#: 106063

Birmingham, MI

Past

April 29, 2004 - February 3, 2016

COMERICA SECURITIES

RIA

CRD#: 17079

BLOOMFIELD HILLS, MI

Past

December 7, 1993 - February 3, 2016

COMERICA SECURITIES

CRD#: 17079

BLOOMFIELD HILLS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIBERTY CAPITAL MANAGEMENT INC

CRD#: 106063 / SEC#: 801-42852

RIA

Registered Investment Advisory firm - (12/8/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/28/2016)

IAR

Texas
(5/6/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/28/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/20/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/3/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/6/1993

General Securities Representative Examination

Current Firm

LIBERTY CAPITAL MANAGEMENT INC

CRD#: 106063 / SEC#: 801-42852

RIA

Registered Investment Advisory firm - (12/8/1992 Approved)

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Contact information

Main Address

401 S Old Woodward Avenue Ste 430, Birmingham, MI 48009

Mailing Address

Phone number

(248) 258-9290

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE-LIBERTY CAPITAL MANAGEMENT (3/2/2025)

Regulatory assets under management

Total Number of Accounts	382
AUM (Assets Under Management)	$ 752,155,577

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Charles L. Dettloff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Lawrence Dettloff's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMERICA SECURITIES

COMERICA SECURITIES

Primary Firm SEC Registration

LIBERTY CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2004

Series 63

Date: 12/20/1993

SIE

Date: 2/3/2016

Series 7

Date: 12/6/1993

Current Firm

LIBERTY CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBERTY CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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