David M. Deller

DELLER WEALTH MANAGEMENT LLC

Royal Oak, MI 48067

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CRD#: 5927055

Professional summary

David Mark Deller, CFP® is a registered financial advisor currently at DELLER WEALTH MANAGEMENT LLC located in Royal Oak, Michigan.

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

Biography

Owner and wealth manager David Deller is a Board Certified Financial Planner™ and Accredited Asset Management Specialist (AAMS®). He has a Bachelor's Degree in Personal Financial Planning from Central Michigan University. He gained experience working for two Fortune 500 firms; Edward Jones and Raymond James. David opened Deller Wealth Management in 2018 to offer transparent fee-only planning, best in class technology, and custom portfolio solutions to clients.

Question & Answer

What are your service offerings?

Education Planning

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

Long-term Care

Tax Planning

Social Security Planning

Insurance Planning

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Tax 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 David Mark Deller'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

July 12, 2018 - Present

DELLER WEALTH MANAGEMENT LLC

Office #1: 418 N Main St. Suite 200, Royal Oak, MI 48067

RIA

CRD#: 297975

Royal Oak, MI

Past

May 31, 2018 - June 28, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

BLOOMFIELD HILLS, MI

Past

May 31, 2018 - June 28, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BLOOMFIELD HILLS, MI

Past

June 29, 2016 - May 10, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ROCHESTER HILLS, MI

Past

June 14, 2016 - May 10, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ROCHESTER HILLS, MI

Past

August 1, 2011 - June 2, 2016

EDWARD JONES

RIA

CRD#: 250

CLARKSTON, MI

Past

July 14, 2011 - June 2, 2016

EDWARD JONES

CRD#: 250

CLARKSTON, MI

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
(7/12/2018)

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: 7/30/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2011

General Securities Representative Examination

Current Firm

DELLER WEALTH MANAGEMENT LLC

CRD#: 297975 / SEC#:

Michigan

Registered Investment Advisory firm - (7/9/2018 Approved)

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Contact information

Main Address

418 N Main St. Suite 200, Royal Oak, MI 48067

Mailing Address

Phone number

(248) 565-3777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 17,173,373

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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David M. Deller

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Mark Deller's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELLER WEALTH MANAGEMENT LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2011

SIE

Date: 6/28/2018

Series 7

Date: 7/13/2011

Current Firm

DELLER WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DELLER WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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