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Drew A. Green

Drew A. Green

FOGUTH WEALTH MANAGEMENT. | Financial Consultant
Norton Shores, MI 49444
Some features on this profile are disabled
CRD#: 5888062
Drew A. Green

Professional summary

Drew A. Green, CFP®, who also goes by Drew Alexander Green, Drew Green, is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Norton Shores, Michigan.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Drew has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 9 exams.

Biography

As a Financial Consultant, I have built my career with understanding each client's unique situation and strive to reach financial success. I partner with my clients in understanding their needs, working with them to develop an investment strategy and guiding them as I would guide a member of my own family. This allows me to be whole-heartedly committed in understanding and working towards their vision of the future.

Question & Answer

What are your service offerings?
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Drew Alexander Green | Drew Green

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 Drew A. Green'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: 2017

Education

Central Michigan University

Bachelor of Science (BS) - Finance

2008

Experience

Current

December 9, 2025 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 1535 Farr Rd Ste A, Norton Shores, MI 49444
RIA
CRD#: 327434
Norton Shores, MI
Past

March 31, 2025 - December 1, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GRAND RAPIDS, MI
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GRAND RAPIDS, MI
Past

March 5, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ALLENDALE, MI
Past

April 18, 2011 - December 1, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GRAND RAPIDS, 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".
FW
FOGUTH WEALTH MANAGEMENT, LLC.
FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA
Registered Investment Advisory firm - (9/12/2023 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
(12/9/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/2/2011
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: 4/15/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/9/2022
General Securities Sales Supervisor - Options Module Examination

Current Firm

FW
FOGUTH WEALTH MANAGEMENT, LLC.
FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA
Registered Investment Advisory firm - (9/12/2023 Approved)
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Contact information

Main Address
325 W. Main St., Brighton, MI 48116
Mailing Address
Phone number
(810) 522-5650
Established
Firm type
Fiscal year end
# of Employees
88

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FWM FORM ADV PART 2A (2.2.2026) (2/12/2026)

Regulatory assets under management

Total Number of Accounts5,587
AUM (Assets Under Management)$ 825,146,175

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

FOGUTH WEALTH MANAGEMENT, LLC.

Financial ConsultantCRD#: 327434Norton Shores, MI 49444

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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