Robert S. Rahaim

DWP

GROSSE POINTS FARMS, MI 48236

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CRD#: 4581651

Professional summary

Robert Stephen Rahaim, CFP® is a registered financial advisor currently at DWP located in Grosse Points Farms, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 1 firm and has passed the Series 65 exam.

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 Robert Stephen Rahaim'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 7, 2009 - Present

DWP

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

RIA

CRD#: 121841

GROSSE POINTS FARMS, 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".

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
(4/6/2010)

IAR

Texas
(1/7/2009)

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: 12/13/2002

Uniform Investment Adviser Law 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)

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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.

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