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CRD 109528
GRAND BLANC, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SCOTT JOHN LADUKE | Certified Financial Planner | TROY, MI | GRAND BLANC, MI | 20 | 28 | n/a | no |
| DAVID PAUL KUDLA | n/a | NAPLES, FL | GRAND BLANC, MI | TROY, MI | 16 | 25 | n/a | no |
| MICHAEL D WALLEN | Certified Financial Planner | TROY, MI | GRAND BLANC, MI | 15 | 22 | 1 | no |
| ERICA ANN WITMER | n/a | GRAND BLANC, MI | 10 | 14 | n/a | no |
| LEONARD FRANK NOWAK | Certified Financial Planner | Rochester Hills, MI | RIDGEWOOD, NJ | GRAND BLANC, MI | 9 | 27 | 3 | no |
| JEREMIAH LUDINGTON | n/a | GRAND BLANC, MI | 7 | 12 | 2 | no |
| Hari K Rao | Certified Financial Planner | GRAND BLANC, MI | 6 | 14 | 3 | no |
| Terry Lee Bennett | n/a | GRAND BLANC, MI | 5 | 31 | 2 | no |
| ROBERT LOUIS PUZ | n/a | GRAND BLANC, MI | 4 | 31 | 5 | no |
| JASON M BEST | Chartered Financial Analyst | GRAND BLANC, MI | 3 | 32 | 2 | no |
| Anthony M. Shaieb | Certified Financial Planner | GRAND BLANC, MI | 3 | 20 | 2 | no |
| CATHERYN LEE MAKELA | Certified Financial Planner | GRAND BLANC, MI | 2 | 11 | 1 | no |
| PATRICK JAMES RICE | Certified Financial Planner|Chartered Financial Analyst | GRAND BLANC, MI | TROY, MI | 1 | 34 | 1 | no |
| Bartholomew Timothy-Dylan Mackler | n/a | GRAND BLANC, MI | 1 | 31 | 7 | no |
| Curtis Eugene Moore | n/a | GRAND BLANC, MI | 1 | 12 | 1 | no |
| SCOTT CHRISTOPHER BRADY | Certified Financial Planner | GRAND BLANC, MI | 1 | 30 | 5 | no |
| VINCENT A PANIZZI | Certified Financial Planner | Troy, MI | RIDGEWOOD, NJ | GRAND BLANC, MI | 0 | 14 | 3 | no |
| Nicholas Lemp | n/a | GRAND BLANC, MI | 0 | 10 | n/a | no |
| Dylan J. Stewart | Certified Financial Planner | GRAND BLANC, MI | 0 | 10 | 1 | no |
| Anthony Dean Bagneschi | Certified Financial Planner | GRAND BLANC, MI | 0 | 12 | 6 | no |
| PAUL ALEXANDER AUSTIN | Certified Financial Planner | GRAND BLANC, MI | 0 | 18 | 7 | no |
| WILLIAM LEONARD BERLIN | n/a | GRAND BLANC, MI | 0 | 22 | 7 | no |
| DONALD JOSEPH WHITTON | Certified Financial Planner | GRAND BLANC, MI | TROY, MI | 0 | 35 | n/a | no |
| Zachary Wilcox | n/a | GRAND BLANC, MI | 0 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KUDLA, DAVID, PAUL | MEMBER/CEO/CHIEF INVESTMENT STRATEGIST | E | yes | 10/2002 | Jul 15, 2026 | Jul 15, 2026 |
| WEILER, CHRISTINE | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2026 | Jul 15, 2026 | Jul 15, 2026 |
| LUDINGTON, JEREMIAH | CHIEF COMPLIANCE OFFICER | Na | no | 07/2020 | Jul 15, 2020 | Oct 9, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Troy | Mi | United States | 11 | no |
| Naples | FL | United States | 2 | no |
| ANN ARBOR | Mi | United States | 2 | no |
| Novi | Mi | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 15, 2026 | $4.8B | $4.2B | 33 | 19 | 4 | n/a | n/a |
| 2024 | Feb 3, 2025 | $4.2B | $3.7B | 32 | 20 | 4 | n/a | n/a |
| 2023 | Jan 22, 2024 | $3.7B | $3.4B | 30 | 19 | 4 | n/a | n/a |
| 2022 | Mar 17, 2023 | $3.4B | $3.1B | 30 | 19 | 4 | n/a | n/a |
| 2021 | Feb 15, 2022 | $3.9B | $3.5B | 29 | 19 | 3 | n/a | n/a |
| 2020 | Mar 31, 2021 | $3.4B | $3.1B | 29 | 19 | 3 | n/a | n/a |
| 2019 | Jan 20, 2020 | $2.7B | $2.5B | 26 | 17 | 3 | n/a | n/a |
| 2018 | Mar 27, 2019 | $2.3B | $2.1B | 24 | 16 | 2 | n/a | n/a |
| 2017 | Feb 28, 2018 | $2.3B | $2.1B | 22 | 14 | 2 | n/a | n/a |
| 2016 | Mar 17, 2017 | $2.1B | $1.9B | 21 | 13 | n/a | n/a | n/a |
| 2015 | Mar 17, 2016 | $1.9B | $1.9B | 22 | 11 | n/a | n/a | n/a |
| 2014 | Jan 9, 2015 | $1.9B | $1.9B | 22 | 11 | n/a | n/a | n/a |
| 2013 | Mar 25, 2014 | $1.7B | $1.7B | 21 | 11 | n/a | n/a | n/a |
| 2012 | Mar 15, 2013 | $1.3B | $1.3B | 21 | 11 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $1.0B | $1.0B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 2 | 3 | 8.3% | 0 | 0 | 0 | 10 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.3B | $4.2B | 27.4% | $3.4B | 15.6% | 33 | 32 | 4 | 4 |