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DA

Daniel L. Anderson

FOGUTH WEALTH MANAGEMENT, LLC.
Clarkston, MI 48348
Some features on this profile are disabled
CRD#: 7285375
DA
Daniel L AndersonFOGUTH WEALTH MANAGEMENT, LLC.

Professional summary

Daniel L Anderson is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Clarkston, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Daniel has worked at 2 firms and has passed the Series 63, SIE and Series 7TO exams.

At a Glance

Always Fiduciary

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 Daniel L Anderson'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

July 24, 2026 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 8031 Ortonville Rd Ste 170, Clarkston, MI 48348
RIA
CRD#: 327434
Clarkston, MI
Past

July 2, 2026 - July 9, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
TROY, MI
Past

February 13, 2023 - July 9, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
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".
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
(7/24/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/13/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/11/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2022
General Securities Representative 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)

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.

CRD#: 327434Clarkston, MI 48348

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