Charles E. Dillon

FOGUTH WEALTH MANAGEMENT.

Brighton, MI 48116

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CRD#: 6913369

Professional summary

Charles Edmund Dillon, who also goes by Charlie Edmund Dillon, is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Brighton, Michigan.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Charles has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie Edmund Dillon

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 name of the other business; Michael Foguth Financial Group, Inc. whether the business is investment-related; Yes the address of the other business; 325 W Main St, Brighton, MI, 48116 the nature of the other business; Financial Services your position; Financial Advisor the start date of your relationship; 10/31/2022 the approximate number of hours/month you devote to the other business; 80 hrs / month the number of hours you devote to the other business during securities trading hours; 40 hrs / month briefly describe your duties relating to the other business; Evaluating insurance policies and determining if they can provide value to client. Presenting my findings and setting clients up with new policies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Edmund Dillon'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®

None

Experience

Current

September 12, 2023 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 325 W. Main St., Brighton, MI 48116Office #2: 45958 Schoenherr Rd., Shelby Township, MI 48315

RIA

CRD#: 327434

Brighton, MI

Past

November 2, 2022 - December 13, 2023

TRUADVICE LLC

RIA

CRD#: 292482

Brighton, MI

Past

April 18, 2022 - November 15, 2022

M1 CAPITAL MANAGEMENT LLC

RIA

CRD#: 158269

Birmingham, MI

Past

February 4, 2020 - November 2, 2022

CETERA ADVISORS LLC

CRD#: 10299

NOVI, MI

Past

January 24, 2020 - November 2, 2022

CETERA ADVISORS LLC

RIA

CRD#: 10299

NOVI, MI

Past

August 28, 2018 - December 4, 2019

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

TROY, MI

Past

July 18, 2018 - December 4, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

TROY, 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".

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
(9/12/2023)

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 65

Date: 8/27/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/2018

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: 7/18/2018

General Securities Representative Examination

Current Firm

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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWM ADV PART 2A FIRM BROCHURE (3/25/25) (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,683
AUM (Assets Under Management)	$ 439,609,115

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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Advisor Monitoring

Firm Stability Insights

Charles E. Dillon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Edmund Dillon's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUADVICE LLC

M1 CAPITAL MANAGEMENT LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

FOGUTH WEALTH MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2018

Series 63

Date: 6/15/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/18/2018

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOGUTH WEALTH MANAGEMENT, LLC.

TRUST BUT VERIFY

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