user avatar

Dewey Andrew Engelsma

Advisor at LPL Financial — Byron Center, MI Byron Center Ave SW, 100

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Byron Center, MI 49315

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Dewey Engelsma is a Series 65-licensed financial advisor with LPL Financial based in Byron Center, MI. He has one year of industry experience, previously working at Advisory Alpha and holding roles at several other organizations including Davenport University and Covenant Christian High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory services and platforms, combining broad financial activities with oversight of over $819 billion in discretionary assets and a large network of advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Byron Center, MI Byron Center Ave SW, 100

7740 Byron Center Ave SW, 100

Byron Center MI 49315

Advisors at this office

2

Most active in

Michigan

Work history

< 1 year of industry experience

LPL Financial LLC

2026 - Present • 1 year

Byron Center, MI

Advisory Alpha

2025 - 2026 • 1 year

Holland, MI

Davenport University

2022 - 2025 • 3 years

Grand Rapids, MI

Lakeland Pallets

2022 - 2023 • 1 year

Grand Rapids, MI

McDonald's

2022 - 2022 • 1 year

Byron Center, MI

HSB, Inc.

2021 - 2022 • 1 year

Wyoming, MI

A&T Concrete

2020 - 2025 • 5 years

Byron Center, MI

Covenant Christian High School

2018 - 2021 • 3 years

Walker, MI

Unemployed

2016 - 2018 • 2 years

Grandville, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Christopher V

Series 65, CFP®

Grand Rapids, MI

Villaire Financial, LLC

Villaire Financial is a fee-only fiduciary financial planning firm in downtown Grand Rapids for young professionals and families who are still building wealth. Chris Villaire, CFP®, works with people in their 20s and 30s who make good money and have big decisions in front of them: student loans, 401(k)s, RSUs, buying a home in West Michigan, getting married, building a family, and planning ahead for taxes. Most clients get their full financial plan within 30 days of onboarding. From there, we meet with you twice a year, manage your investments, and you can always schedule a meeting whenever life changes. Meet in person at 2 Fulton St W, Suite 122, or by video. No asset minimums and no commissions. Start with a free intro call.

General retirement planning General tax planning RSUs / ISOs / NSOs Wealth management College savings (529s, UTMA, etc.) Doctor or Medical Professional Engineering Professional Pharmacist Technology Professional Sales Professional Young Professionals HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)

Ryan J

CFP®, Series 65

Grand Rapids, MI

XYPN Sapphire

Ryan Johnson is the founder of Hundred Financial Planning, where he works with high-earning individuals and families to bring more clarity, intentionality, and confidence to their financial lives. His approach goes beyond investments, helping clients navigate the intersection of money, career, family, and long-term decision making with practical, personalized guidance on everything from taxes, benefits, investments, and more. Ryan is passionate about simplifying complex financial topics and regularly shares educational content online focused on helping people make smarter decisions with their money. Outside of work, he enjoys strength training, golf, reading, and spending time with his wife and children in West Michigan.

Inherited wealth College savings (529s, UTMA, etc.) Roth conversion strategy RSUs / ISOs / NSOs Early retirement planning Technology Professional Doctor or Medical Professional Self-Employed Attorney Executive HENRY (High Earners, Not Rich Yet) Young Professionals Mid-Career Professionals

Brandon T

Series 7, Series 66

Grand Rapids, MI

Ameriprise

My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

General retirement planning General tax planning Life insurance needs analysis General estate planning guidance Debt management Approaching retirement
user avatar

Thaddeus P

CFP®, Series 63, Series 65

Grand Rapids, MI

Advance Wealth Management Service, LLC

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy General estate planning guidance General tax planning Options & derivatives strategies
user avatar

Aaron W

Series 66

Middleville, MI

Action Point Retirement Group LLC

Aaron Wassenaar is a Series 66-registered financial advisor with 18 years of industry experience. He has worked at multiple firms, including Merrill, Oppenheimer, and Fiduciary Financial Advisors, before founding Action Point Retirement Group LLC, where he has been the sole advisor since 2015. Action Point Retirement Group specializes in portfolio management and retirement plan advisory services for individual investors and employer-sponsored plans. The firm emphasizes a tailored asset-allocation process with both discretionary and non-discretionary management, focusing notably on institutional retirement plan consulting and client education.

General retirement planning Retirement income strategy Retired Founder/Business Owner
user avatar

Jason G

Series 63, Series 66

Kentwood, MI

RAPIDS FINANCIAL LLC

Jason Goosen is a financial advisor at Rapids Financial LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mutual Advisors, LLC, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is a staff accountant at Brohl Tax & Accounting, PLLC, and a licensed insurance agent. Rapids Financial is a state-registered investment adviser offering discretionary wealth management and financial planning to individuals and high-net-worth clients. The firm uses a fundamental analysis approach to construct diversified portfolios primarily with low-cost mutual funds and ETFs, and it sponsors a wrap-fee program that consolidates transaction costs into a single asset-based fee.

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)