Troy, MI New King Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
3
Of 10,209 advisors across 5,115 offices
Location
5600 New King Drive, Suite 100
Troy MI 48098
Advisors at this office
3
Advisors at this office
Mark D
Series 63, Series 65
Troy, MI
Cetera
Mark Ducharme is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and concurrently works with Innovative Financial Inc, where he serves as a financial professional and tax preparer. Ducharme is also president of Ducharme Financial Services Inc, an entity established for income tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with a variety of program structures and custodial relationships.
Dennis T
Series 63, Series 65
Troy, MI
Cetera
Dennis Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Innovative Financial Inc. Outside of his advisory role, he is an enrolled agent providing tax preparation services through Innovative Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and affiliated and third-party managers.
Christian B
CFP®, Series 66
Troy, MI
Cetera
Christian Benard is a CFP® with 24 years of experience in financial services. He is currently affiliated with Cetera and has previously worked with Commonwealth Financial Network. Benard is the owner and president of Innovative Financial Inc. and also holds a role as an insurance agent, alongside being a silent investor in two hospitality businesses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, blending affiliated and third-party managers to deliver customized investment strategies.
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