De Witt, MI Office
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AssuredPartners Investment Advisors
Multi-team
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About
AssuredPartners Investment Advisors (APIA) provides portfolio management, financial planning and consulting, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.
APIA offers both discretionary and non-discretionary portfolio management using model and custom portfolios, and it may select or monitor third-party managers while providing ERISA 3(21) and 3(38) plan services and participant education, including webinars and in-person workshops. Financial planning and consulting are available as standalone engagements or alongside portfolio management, and the firm may bill those services on a fixed or hourly basis.
APIA is part of the Arthur J. Gallagher ownership group and is affiliated with broker-dealer and insurance businesses; it also operates a third‑party administrator business (BenefitsPlus) and discloses receipt of referral fees, program-related economic benefits, and marketing or travel reimbursements from product sponsors and custodians. The combination of a multi‑office national presence, explicit plan fiduciary and TPA capabilities, routine use of third‑party manager referrals, and the brochure’s discussion of derivatives and leverage-related risks indicates a broader mix of plan-focused, educational, and potentially complex investment practices than is typical for many peers.
Based on AssuredPartners Investment Advisors
Expertise
Based on AssuredPartners Investment Advisors
Location
240 South Bridge Street, Suite 110
De Witt MI 48820
Advisors at this office
3
Advisors at this office
Douglas V
CFP®, Series 63
DeWitt, MI
AssuredPartners Investment Advisors
Douglas Vaughn is a CFP® professional with 15 years of industry experience. He is currently with AssuredPartners Investment Advisors and has been involved with Chesme Capital Management since 2005. Vaughn holds the Series 63 designation and operates out of DeWitt, MI. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management, including the use of third-party managers and educational services.
Stephen E
Series 63, Series 65
DeWitt, MI
AssuredPartners Investment Advisors
Stephen Erb is a financial advisor at AssuredPartners Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Chesme Capital Management since 2005, serving there through its affiliated firm Chesme Capital Management LLC before joining AssuredPartners in 2024. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.
Michael V
Series 66
DeWitt, MI
AssuredPartners Investment Advisors
Michael Voorheis is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at AssuredPartners Investment Advisors and has been affiliated with Chesme Capital Management since 2018. Prior to that, he was with Investment Professionals Inc. for four years. He is involved with Chesme Capital Management, a registered investment adviser firm. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management as well as fiduciary and educational plan services.
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