Adrian, MI West Maumee Street Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,217 advisors across 5,124 offices

Location

1881 West Maumee Street

Adrian MI 49221

Advisors at this office

2

Advisors at this office

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Russell D

CFP®, Series 63

Adrian, MI

Cetera

Russell Dempsey is a CFP® with 24 years of experience in the financial services industry and is currently affiliated with Cetera Wealth Services, LLC. His background includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. Outside of advising, he serves as president of a CPA firm and is involved as a potential advisory board member for the nonprofit Maya Indian Mission, Inc., as well as providing accounting support for a sickle cell anemia organization. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, operating across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael D

CFP®, Series 63

Adrian, MI

Cetera

Michael Dempsey is a CFP® with 24 years of industry experience, currently advising clients at Cetera. His career includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. He is also a shareholder and CPA at Dempsey & Dempsey, P.C. CPAs. Outside of advising, he owns and manages accounting for a beach resort and serves as a trustee for his personal revocable trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It offers a range of investment and retirement services to individual, corporate, charitable, and institutional clients through a multi-manager platform that includes discretionary and non-discretionary portfolio management and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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