Advisor at ASSET ALLOCATION STRATEGIES, llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Curran, MI
Credentials
Series 63, Series 65
Industry experience
2 years
Jeffrey Cartwright is an investment advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GLP Investment Services and GLP & Associates. Outside of advisory work, he is also licensed as a life insurance agent, focusing on life insurance and fixed/index annuity sales. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs proprietary and third-party model portfolios and uses quantitative asset-allocation techniques to construct diversified portfolios, serving nearly 3,900 clients with approximately $767 million in assets under advisement.
Based on ASSET ALLOCATION STRATEGIES, llc
Based on ASSET ALLOCATION STRATEGIES, llc
Financial planning flat fee ranging from $500 to $15,000, depending on complexity and services; fees are negotiated
Commission-based compensation earned by some representatives as registered representatives for certain securities and insurance products, separate from advisory fees
Up to $350 per hour for advisory or financial planning services
Account minimum: $25,000 initial deposit or $500/month periodic contributions Fee-only: Maximum 2% annually of assets under management, billed quarterly in advance; fees are negotiable and tailored per client
Curran, MI
Michigan
Asset Allocation Strategies, LLC
2024 - Present (2 years)
GLP Investment Services
2024 - Present (2 years)
GLP & Associates
2022 - Present (4 years)
Tip Top Screw
2022 - 2022 (1 year)
PC Server and Parts
2017 - 2022 (5 years)
ArborOakland Group
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
