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Dace Andrew Dekruif

Dace A. Dekruif

SILVER STRAND FINANCIAL PLANNING
Bloomfield Hills, MI
Some features on this profile are disabled
CRD#: 4620984
Dace Andrew Dekruif

Professional summary

Dace Andrew Dekruif, CFP® is a registered financial advisor currently at SILVER STRAND FINANCIAL PLANNING located in Bloomfield Hills, Michigan and ORIGIN INVESTMENT ADVISORY LLC located in Bloomfield Hills, Michigan.

Dace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Dace has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Core Areas of Focus

AUM
Cash Flow/Budgets/Credit Issues
Charitable Giving
College/Education Planning
Financial Psychology/Coaching
Fixed Fee (Subscription
Retainer
etc.)

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Budgeting
Retirement Planning
Education Planning
Tax Planning
Investment Planning
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 Dace Andrew Dekruif's 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: 2018

Experience

Current

January 4, 2022 - Present

SILVER STRAND FINANCIAL PLANNING

RIA
CRD#: 313531
Bloomfield Hills, MI
Current

June 29, 2022 - Present

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
BLOOMFIELD HILLS, MI
Past

June 25, 2021 - September 29, 2021

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
PLYMOIUTH, MI
Past

August 16, 2018 - April 30, 2021

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
TROY, MI
Past

August 16, 2018 - April 30, 2021

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
TROY, MI
Past

April 13, 2018 - June 20, 2018

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
BLOOMFIELD HILLS, MI
Past

April 13, 2018 - June 20, 2018

FSC SECURITIES CORPORATION

BD
CRD#: 7461
BLOOMFIELD HILLS, MI
Past

December 19, 2014 - April 9, 2018

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
TROY, MI
Past

December 18, 2014 - April 9, 2018

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
TROY, MI
Past

March 25, 2013 - December 10, 2014

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
BLOOMFIELD HILLS, MI
Past

March 21, 2013 - December 10, 2014

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
BLOOMFIELD HILLS, MI
Past

June 14, 2010 - March 21, 2013

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
ALLEN PARK, MI
Past

June 14, 2010 - March 21, 2013

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
ALLEN PARK, MI
Past

December 22, 2008 - June 2, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
SHELBY TOWNSHIP, MI
Past

July 6, 2005 - June 2, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SHELBY TOWNSHIP, MI
Past

January 2, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

February 3, 2003 - December 8, 2003

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH

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
(1/4/2022)
IAR
Texas
(4/17/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/24/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/31/2003
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SILVER STRAND FINANCIAL PLANNING
SILVER STRAND FINANCIAL PLANNING
SILVER STRAND FINANCIAL PLANNING | SILVER STRAND FINANCIAL PLANNING LLC

CRD#: 313531 / SEC#:

Michigan
Registered Investment Advisory firm - (1/3/2022 Approved)
Texas
Registered Investment Advisory firm - (4/6/2023 Conditional Restricted)
PREMIUM
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Contact information

Main Address
Bloomfield Hills, MI
Mailing Address
Phone number
(248) 781-2206
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts51
AUM (Assets Under Management)$ 7,345,064

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.

Company Information

SILVER STRAND FINANCIAL PLANNING

SILVER STRAND FINANCIAL PLANNING

CRD#: 313531Bloomfield Hills, MI

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