Ann Arbor, MI North Fourth Avenue Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,205 offices

Location

214 North Fourth Avenue, 2nd Floor

Ann Arbor MI 48104

Advisors at this office

2

Advisors at this office

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Kaylie S

Series 66

Ann Arbor, MI

Commonwealth Financial Network

Kaylie Shepard is a Series 66-registered financial advisor with Commonwealth Financial Network. She has one year of industry experience and has also worked at Affinity Wealth Solutions and Bankers Life. Prior to her financial advisory roles, she was employed at Northwood University, Elder Ridge Manor, and Stockbridge Community Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Christopher D

Series 63, Series 65

Ann Arbor, MI

Commonwealth Financial Network

Christopher Deruyver is a financial advisor with Commonwealth Financial Network in Chelsea, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Affinity Wealth Solutions since 2004. Outside of his advisory roles, he owns Deruyver Properties, LLC, which manages sub-leasing and branch office expenses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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