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Steven Ray Dunmire

Advisor at J.P. Morgan Securities — Sterling Heights, MI Metropolitan Pkwy

Updated today

Credentials

Series 66

Experience

3 years

Location

Sterling Heights, MI 48310

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,280

Across 3,608 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Steven Dunmire is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America N.A. His background also includes time at Michigan State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Sterling Heights, MI Metropolitan Pkwy

5601 Metropolitan Pkwy

Sterling Heights MI 48310

Advisors at this office

2

Most active in

Michigan · Texas

Work history

3 years of industry experience

J.P. Morgan Securities

2025 - Present • 1 year

Washington Township, MI

Jpmorgan Chase Bank, N.A.

2025 - Present • 1 year

Washington Township, MI

Merrill

2022 - 2025 • 3 years

Farmington Hills, MI

Bank of America N.A.

2022 - 2025 • 3 years

Farmington Hills, MI

Unemployed

2022 - 2022 • 1 year

Warren, MI

Dublin Square

2021 - 2021 • 1 year

East Lansing, MI

Michigan State University

2018 - 2022 • 4 years

East Lansing, MI

Unemployed

2015 - 2021 • 6 years

Warren, MI

Disclosures

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

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Sara F

CFP®, Series 65

Rochester Hills, MI

Arrowroot Family Office, LLC

Sara Frazier is a CFP® and Series 65 holder currently with Arrowroot Family Office, LLC, where she has worked since 2026. She has six years of prior experience at Planning Alternatives and six years at Mod in the Mitten. Arrowroot Family Office provides investment advisory and multi-family office services to a broad range of clients, including individuals, families, retirement plans, and charitable organizations. The firm offers customized asset allocation strategies using analytics-driven approaches and manages private pooled investment vehicles while also providing educational seminars and multi-family office capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy Military & Veterans
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Blake K

Series 66

Birmingham, MI

Oppenheimer

Blake Keelean is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. His prior roles include positions at UHY Advisors and Michigan State University. He has also worked in education and at Orchard Lake Country Club. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with multiple investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

ESG / Sustainable investing Private / alternative investments Equity compensation tax strategy Business succession planning Retirement income strategy Founder/Business Owner Executive Values-based investing
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John C

Series 63, Series 65

Grosse Pointe Farms, MI

Conway Asset Management, Inc.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Active portfolio management Options & derivatives strategies Concentrated stock management
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