A complete list of active advisors currently associated with Raider Dennis Agency
Warmer can help you find a great advisor at Raider Dennis Agency or one who fits your needs even better.
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.
To learn more about the advisors currently working at Raider Dennis Agency, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Farmington, MI
| 38
| |
Farmington, MI
| 3
| |
Farmington, MI
| 40
|
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