D & G Advisory Group
39yrs
Top advisor by experience in Menominee
12yrs
Alan Dewitt has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Menominee, Michigan. Alan has been with Ameriprise Financial Services since 2023; before that, Alan spent eight years at Thrivent Investment Management. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 13 advisors with offices in Menominee, and one of 13 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 62% of advisors in Menominee
Office414 1st St, Menominee, MI 49858
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
- 2015 – 2023Thrivent Investment Management Inc.Previously
Contact Alan
Local office(906) 789-0125Ask for Alan. (612) 671-3131Main office · Minneapolis, MN 414 1st StMenominee, MI 49858Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Alan
Tailored to Alan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alan
How do I contact Alan?
Call Alan’s local office at (906) 789-0125 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Alan Dewitt.
How long has Alan been a financial advisor?
Alan has been in the industry since 2015, about 12 years. More experience than 62% of advisors in Menominee.
What licenses does Alan hold?
Series 66. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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