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Raider Dennis Agency

Updated today

Client assets under management

$55,331,436

Clients

165

6% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

55

Typical

Average account size

$335,342

About

Raider Dennis Agency serves individual investors, including high‑net‑worth clients, providing asset and portfolio management through a wrap‑fee platform and model portfolios. The firm also offers insurance products and related services alongside its advisory work.

Investment advice is delivered primarily through third‑party model managers accessed via the AE Wealth Management platform, with the firm conducting due diligence on managers, monitoring performance, and rebalancing as appropriate. Accounts are managed on a largely non‑discretionary basis, so client approval is generally required before trades are executed, and reviews are performed at least annually.

Distinctive features include the firm’s origin as an insurance agency (founded in 1972) and its continued activity as licensed insurance agents and registered representatives, including facilitating life settlements and receiving commissions for insurance sales, which the firm discloses as a potential conflict of interest. The combination of a concentrated non‑discretionary asset base (about $55.3 million reported), reliance on a bundled wrap program through AE Wealth, and ongoing insurance brokerage activities differentiates it from many similarly sized peers.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000+: 0.90%

Other

Account minimum: $250,000 (may be negotiable)

Main office location

Raider Dennis Agency

32770 Grand River Ave, Suite B200

Farmington MI 48336, United States

Number of offices

1

Most active in

Florida · Michigan

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Peter M

Series 63, Series 65

Farmington, MI

Raider Dennis Agency

Peter Mendler is a financial advisor with Raider Dennis Agency in Farmington, MI, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Madison Avenue Securities, LLC, AE Wealth Management, LLC, Global Financial Private Capital, LLC, and GF Investment Services, LLC. Mendler is also a vice president and 50% owner of Raider Dennis Agency, where he has been involved in insurance sales and management since 1999. Raider Dennis Agency serves individual and high-net-worth investors by providing asset and portfolio management through a wrap-fee platform and model portfolios, alongside insurance products and related services. The firm uses third-party model managers accessed via AE Wealth Management, conducting due diligence and managing accounts on a largely non-discretionary basis.

Active portfolio management Options & derivatives strategies
user avatar

Stuart R

ChFC®, Series 63

Farmington, MI

Raider Dennis Agency

Stuart Raider is a ChFC® credentialed financial advisor with 40 years of industry experience. He is president and partial owner of Raider Dennis Agency and Raider Financial Inc., with prior roles at Madison Avenue Securities and Global Financial Private Capital. Outside of his advisory work, he serves as president of the Michigan Jewish Sports Foundation, a philanthropic organization. Raider Dennis Agency serves individual investors, including high-net-worth clients, by providing asset and portfolio management through a wrap-fee platform and model portfolios. The firm combines advisory services with insurance products and conducts due diligence on third-party model managers while managing accounts primarily on a non-discretionary basis.

Active portfolio management Options & derivatives strategies
user avatar

Joshua R

Series 65

Farmington, MI

Raider Dennis Agency

Joshua Raider is a financial advisor at Raider Dennis Agency with three years of industry experience. He holds a Series 65 designation and has been with Raider Dennis Agency since 2015. Raider Dennis Agency serves individual investors, including high-net-worth clients, by providing asset and portfolio management through a wrap-fee platform and model portfolios. The firm combines advisory services with insurance products, delivering investment advice primarily via third-party model managers while maintaining non-discretionary account management.

Active portfolio management Options & derivatives strategies
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