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Charles Edmund Dillon

Investment Adviser Representative at Foguth Wealth Management, LLC.

Brighton, MICRD #6913369Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles Edmund Dillon is an investment adviser representative with Foguth Wealth Management, LLC. in Brighton, MI, where they have been registered since 2023. They have worked in the securities industry since 2018 and have been registered with 5 firms, including Truadvice LLC and M1 Capital Management LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.

Office

325 W. Main St.
Brighton, MI 48116

Advisors at this office: 19

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/27/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 6/15/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/18/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Foguth Wealth Management, LLC.Current
9/12/2023 – Brighton, MI
Truadvice LLC
11/2/2022 – 12/13/2023Brighton, MI
M1 Capital Management LLC
4/18/2022 – 11/15/2022Birmingham, MI
Cetera Advisors LLC
1/24/2020 – 11/2/2022Novi, MI
AXA Advisors, LLC
8/28/2018 – 12/4/2019Troy, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Oakland University
    Jan 2014 – Dec 2017Rochester Hills, MI
  2. Colliers International
    Jun 2017 – Nov 2017Southfield, MI
  3. Four Star Valet
    Jun 2012 – Jun 2017Troy, MI
  4. Equitable Advisors, LLC
    Aug 2018 – Nov 2019Troy, MI
  5. Cetera Advisors
    Jan 2020 – Oct 2022Denver, CO
  6. M1 Capital Management
    Jan 2022 – Oct 2022Bloomfield Hills, MI
  7. Door Dash
    Dec 2019 – Jan 2020Royal Oak, MI
  8. Innovative Investment Services
    Jan 2020 – Oct 2022Novi, MI
  9. Truadvice, LLC
    Nov 2022 – Nov 2023Sarasota, FL
  10. Foguth Financial Group
    Nov 2022 – no end date reportedBrighton, MI
  11. Not employed
    Jan 2018 – Jul 2018Not employed, MI
  12. Foguth Wealth Management, LLC
    Aug 2023 – no end date reportedBrighton, MI
  13. Foguth Wealth Management
    Aug 2026 – no end date reportedNaples, FL

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Foguth Wealth Management, LLC.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
51
Offices listed on AdvisorFinder:
11
Main office:
Brighton, MI
SEC file number:
801-128714

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 25, 2026

View full firm profile

Other advisors at Foguth Wealth Management, LLC.

Showing 12 of 51 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Edmund Dillon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Charles Edmund Dillon (Foguth Wealth Management)