DV
CFP
DV
CFP

Douglas Joel Vaughn

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
1,945 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$3.3B

Fee Structure

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Location

240 South Bridge Street, Suite 110, DeWitt, MI, 48820

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Douglas is associated with Chesme Capital Management, a registered investment advisor.

Employment History
Current Registrations
Assuredpartners Investment Advisors
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Chesme Capital Management
December 2017 - November 2024 · 6 yrs 11 mos
Chesme Capital Management
July 2010 - August 2017 · 7 yrs 1 mo
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.
Douglas Joel Vaughn - Financial Advisor | TrueAdvisor