Daniel P. Michaud

NPF INVESTMENT ADVISORS

Grand Rapids, MI 49503-3026

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CRD#: 6493927

Professional summary

Daniel Paul Michaud, CFP®, who also goes by Dan Michaud, is a registered financial advisor currently at NPF INVESTMENT ADVISORS located in Grand Rapids, Michigan.

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

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Dan Michaud

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.

1. 11/6/2020 - MaxWealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/22/2021 - Hanson Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/03/2021 - 10 Hours Per Month During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Michaud'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: 2021

Experience

Current

August 16, 2023 - Present

NPF INVESTMENT ADVISORS

Office #1: 40 Pearl St., Nw, Suite 500, Grand Rapids, MI 49503-3026

RIA

CRD#: 104683

Grand Rapids, MI

Past

November 6, 2020 - May 30, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

GRAND RAPIDS, MI

Past

November 6, 2020 - May 30, 2023

LPL FINANCIAL LLC

CRD#: 6413

GRAND RAPIDS, MI

Past

July 13, 2018 - August 17, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

August 21, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GRAND RAPIDS, MI

Past

August 18, 2016 - August 5, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GRAND RAPIDS, MI

Past

December 7, 2015 - May 6, 2016

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Grand Rapids, MI

Past

October 1, 2015 - December 10, 2015

WADDELL & REED

CRD#: 866

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".

NPF INVESTMENT ADVISORS

NORRIS PERNE & FRENCH LLP | NPF INVESTMENT ADVISORS

CRD#: 104683 / SEC#: 801-3475

RIA

Registered Investment Advisory firm - (1/30/1984 Approved)

Texas

Registered Investment Advisory firm - (3/31/2004 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
(8/16/2023)

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: 11/1/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/18/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2015

General Securities Representative Examination

Current Firm

NPF INVESTMENT ADVISORS

NORRIS PERNE & FRENCH LLP | NPF INVESTMENT ADVISORS

CRD#: 104683 / SEC#: 801-3475

RIA

Registered Investment Advisory firm - (1/30/1984 Approved)

Texas

Registered Investment Advisory firm - (3/31/2004 Terminated)

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Contact information

Main Address

40 Pearl St., Nw, Suite 500, Grand Rapids, MI 49503-3026

Mailing Address

Phone number

(616) 459-3421

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORRIS PERNE & FRENCH DISCLOSURE DOCUMENT (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,831
AUM (Assets Under Management)	$ 2,525,105,940

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/18/2025	Cover Page	Report
01/17/2025	Cover Page	Report
01/19/2024	Cover Page	Report
03/22/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

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Daniel P. Michaud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Michaud's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

PRINCIPAL SECURITIES, INC.

WADDELL & REED

Primary Firm SEC Registration

NPF INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2016

Series 63

Date: 1/18/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/1/2015

Current Firm

NPF INVESTMENT ADVISORS

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NPF INVESTMENT ADVISORS

TRUST BUT VERIFY

Contact information

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