Advisor at Stonepath Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sandusky, MI
Credentials
Series 63, Series 65
Industry experience
23 years
Michael Dreyer is a financial advisor with Stonepath Wealth Management in Sandusky, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and his own CPA firm, Dreyer & Dreyer CPAs LLC. He is also an independent insurance agent with SPWM Insurance Agency. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management and financial planning. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios, generally taking a long-term perspective while actively managing accounts.
Based on Stonepath Wealth Management
Based on Stonepath Wealth Management
Up to $20,000 per engagement for fixed financial planning fees
$0+: Up to 1.65% annually (investment management fees, negotiable and based on factors such as scope, complexity, asset level, and relationship) $0+: Up to 1.90% annually (model management fees, negotiable)
Up to $300 per hour for financial planning services
Up to $20,000 annually paid monthly in advance for ongoing financial planning services
Fee-only: Investment management fees, model management fees, financial planning fees (hourly, fixed, annual ongoing), consulting fees, retirement plan advisory fees
Sandusky, MI
Michigan
SPWM Advisors LLC
2024 - Present (2 years)
SFK PLLC
2023 - Present (3 years)
Cambridge Investment Research Advisors
2016 - 2023 (7 years)
Cambridge Investment Research, Inc.
2016 - 2023 (7 years)
Dreyer & Dreyer CPAS LLC
2003 - 2022 (19 years)
Securities America
2002 - 2016 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Deckerville, MI
Ameriprise
David Hanson is a financial advisor with Ameriprise in Sandusky, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he worked for seven years at Ubly Heights Golf & Country Club. He is also involved with WJL Enterprises in a financial planning assistant role. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
Series 66
Sandusky, MI
Edward Jones
PFS™, Series 66
Deckerville, MI
Ameriprise
Scott Long is a financial advisor at Ameriprise with 24 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Ameriprise and its affiliates since 2010. Outside of his advisory role, he owns and manages a tax preparation firm, a travel agency, and is involved in commercial office rental ventures. He also serves on the Board of Directors for the Deckerville Education Foundation and is Vice President of START Corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Series 66
Sandusky, MI
Edward Jones
Series 66
Sandusky, MI
Edward Jones
Series 66
Croswell, MI
Edward Jones
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