Dace
Dekruif

Origin Investment Advisory LLC

CRD#4620984
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Dace Dekruif is a financial advisor based in Bloomfield Hills, Michigan, working with Origin Investment Advisory LLC. Dace has previously held positions at Pnc Investments, Fsc Securities Corporation, Tcf National Bank, Custom Wealth Solutions, Tcf Investment Services, Michigan Financial Advisors, Ae Wealth Management, LLC, Silver Strand Financial Planning, LLC, and Blend Financial, Inc Dba Origin Financial. Dace has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Dace is part of Origin Investment Advisory LLC, which is located in Bloomfield Hills, Michigan. The firm has 162 employees, manages assets totaling $2.1 million, and offers services such as financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC is fixed.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Bloomfield Hills, MI

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Origin Investment Advisory LLC Brokerage Details

Total Assets Under Management

$2,147,404

MI Average: $16,012,751,954
Total Number of Employees

162

MI Average: 118
Total Number of Accounts

1,776

MI Average: 4,567
Average Account Size

$1,209

MI Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Dace Dekruif Work History

2022 - Present (3 years)

Blend Financial, Inc Dba Origin Financial

2020 - Present (5 years)

Silver Strand Financial Planning, LLC

2021 - 2021 (< 1 year)

Custom Wealth Solutions

2021 - 2021 (< 1 year)

Ae Wealth Management, LLC

2018 - 2018 (< 1 year)

Fsc Securities Corporation

2018 - 2021 (3 years)

Tcf National Bank

2018 - 2021 (3 years)

Tcf Investment Services

2018 - 2018 (< 1 year)

Michigan Financial Advisors

2014 - 2018 (4 years)

Pnc Investments

Disclosures

Please visit the SEC profile of Dace Dekruif to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Origin Investment Advisory LLC

Jay Lee
Jersey City, NJ
Terry Montano
Atlanta, GA
James Horn
Sarasota, FL
Valencia Jones
Ontario, CA
Mantas Tautkus
Boston, MA
Steven Kingsley
Boston, MA
Dace Dekruif
Bloomfield Hills, MI
Grant Maddox
Boston, MA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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