Alandress Gardner

DWP

GROSSE POINTS FARMS, MI 48236

Some features on this profile are disabled

CRD#: 2744818

Professional summary

Alandress Gardner JR, who also goes by Alandress (jr) Gardner, is a registered financial advisor currently at DWP located in Grosse Points Farms, Michigan.

Alandress is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Alandress has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alandress (jr) Gardner

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.

GARDNER FINANCIAL AND LIFE PLANNING; INVESTMENT RELATED; 4750 FAIRWAY RIDGE SOUTH, WEST BLOOMFIELD, MI 48323; SOLE MBR; INVESTMENT ADVICE; START DATE 11/01/2008; HOURS OF WORK ARE PERFORMED PRIMARILY THROUGH RELATIONSHIP WITH DESERRANO WEALTH MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alandress Gardner JR'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

July 2, 2010 - Present

DWP

Office #1: 18720 Mack Avenue Suite 100, Grosse Points Farms, MI 48236

RIA

CRD#: 121841

GROSSE POINTS FARMS, MI

Past

February 9, 1999 - August 29, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

July 10, 1996 - January 11, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

DWP

DESERANNO CORP. | DWP | DESERANNO WEALTH PLANNING | DESERANNO WEALTH MANAGEMENT | DESERANNO CORPORATION

CRD#: 121841 / SEC#: 801-63581

RIA

Registered Investment Advisory firm - (10/29/2004 Approved)

Michigan

Registered Investment Advisory firm - (12/15/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(7/2/2010)

IAR

Texas
(5/14/2019)

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 65

Date: 5/25/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 12/10/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/9/1996

General Securities Representative Examination

Current Firm

DWP

DESERANNO CORP. | DWP | DESERANNO WEALTH PLANNING | DESERANNO WEALTH MANAGEMENT | DESERANNO CORPORATION

CRD#: 121841 / SEC#: 801-63581

RIA

Registered Investment Advisory firm - (10/29/2004 Approved)

Michigan

Registered Investment Advisory firm - (12/15/2004 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

90 Kercheval Avenue, Grosse Pointe Farms, MI 48236

Mailing Address

Phone number

(313) 885-0114

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESERANNO WEALTH PLANNING DISCLOSURE BROCHURE (5/16/2025)

Regulatory assets under management

Total Number of Accounts	339
AUM (Assets Under Management)	$ 195,109,974

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.

Similar Advisors

Jack Jerzewski

LPL ENTERPRISE, LLC

IAR

TROY, MI

Avery Marsh

PFS INVESTMENTS INC.

Troy, MI

John Lappin