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Michael Alan Dewitt

Michael A. Dewitt

ADVISORY ALPHA | Benefits & Planning Consultant, Executive Services
Holland, MI 49423
Some features on this profile are disabled
CRD#: 6482214
Michael Alan Dewitt

Professional summary

Michael Alan Dewitt, CFP® is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Holland, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

I focus on building relationships and finding the vision of my clients. This vision is the roadmap that we use to build out the principles of investing and financial planning. As a CFP, my role is to build an understanding relationship with clients and guide them toward financial confidence.

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 Michael Alan Dewitt'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

Education

University of Colorado, Boulder

B.S. Business - Accounting

2011

Experience

Current

January 16, 2026 - Present

ADVISORY ALPHA, LLC

Office #1: 348 S Waverly Rd Suite 100, Holland, MI 49423
RIA
CRD#: 158282
Holland, MI
Past

June 10, 2025 - July 2, 2025

MDRN CAPITAL

RIA
CRD#: 325950
OAK CREEK, CO
Past

March 31, 2025 - April 3, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BOSTON, MA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past

May 25, 2018 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past

June 1, 2015 - March 27, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENWOOD VILLAGE, CO

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".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 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
(1/16/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/22/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/8/2015
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: 6/1/2015
General Securities Representative Examination

Current Firm

AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)
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Contact information

Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (48 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

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts22,480
AUM (Assets Under Management)$ 3,468,083,482

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

ADVISORY ALPHA, LLC

Benefits & Planning Consultant, Executive ServicesCRD#: 158282Holland, MI 49423

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