user avatar

Alexandria Marie Kirchner

Advisor at Citizens securities, Inc. — Macomb, MI

Updated today

Credentials

Series 63, Series 66

Experience

13 years

Location

Macomb, MI

Citizens securities, Inc. logo

Citizens securities, Inc.

Enterprise

Total advisors

707

Across 164 offices

Clients per advisor

85 High

Avg AUM per client

$208,871 Very Low

HNW client ratio

0% Very Low

About

Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citizens Securities and Fifth Third Securities during her career. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and also operates as a broker-dealer and insurance agency.

Client services

Based on Citizens securities, Inc.

Financial planning Portfolio management Selection of other advisers Participate in wrap fee program

Expertise

Based on Citizens securities, Inc.

Tax-loss harvesting Passive / index investing

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

0.50% annually

Other

Account minimum: $2,000

Location

See office

Macomb, MI

Macomb MI

Advisors at this office

1

Most active in

Michigan

Work history

13 years of industry experience

Citizens Securities, Inc.

2023 - Present • 3 years

Macomb, MI

Citizens bank

2023 - Present • 3 years

Macomb, MI

Citizens Securities, Inc.

2022 - 2023 • 1 year

Clinton Township, MI

Citizens Securities, Inc.

2019 - 2022 • 3 years

Clinton Township, MI

Citizens Securities, Inc.

2017 - 2019 • 2 years

Clinton Township, MI

Fifth Third Securities

2014 - 2017 • 3 years

Sterling Heights, MI

FIFTH THIRD BANK

2014 - 2017 • 3 years

Sterling Heights, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
user avatar

Brandon M

Series 65

Shelby Township, MI

FUTR Wealth Management LLC

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC in Shelby Township, MI, holding a Series 65 designation. He has no prior industry experience and previously held a sales manager position at SeamlessAI. FUTR Wealth Management is an independent SEC-registered advisory firm that offers financial planning and portfolio management across a broad range of instruments, employing multiple analytic methods and a diverse investment strategy that includes alternative and illiquid assets. The firm serves high-net-worth individuals and business entities but reported no assets under management or client accounts as of December 2025.

Options & derivatives strategies Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

David M

Series 65, Series 66

Washington, MI

Ruby Financial

David Matt is the president of Ruby Financial and holds Series 65 and Series 66 licenses. He has 15 years of industry experience and has been with Ruby Financial since 2006. In addition to investment advisory services, he maintains life, health, and accident insurance licenses to provide insurance products to clients as needed. Ruby Financial offers investment advisory and financial planning services on a non-discretionary basis, serving a range of clients including individuals, high-net-worth clients, businesses, trusts, and charitable institutions. The firm integrates fundamental, technical, and cyclical analysis in its recommendations and also provides insurance products, solicitor services, and third-party money manager recommendations.

Wealth management General estate planning guidance
user avatar

Kenneth S

Series 63, Series 65

Richmond, MI

Simmons Financial Services, Inc.

Kenneth Simmons is the owner and president of Simmons Financial Services, Inc. in Richmond, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been practicing law since 1994, operating an estate planning practice under the d/b/a Heritage Estate Planning. Simmons’s background includes over two decades at Horwitz & Associates, Inc., and he continues to provide estate planning services alongside his financial advisory work. Simmons Financial Services, Inc. offers discretionary investment supervisory services to individual investors, trusts, and estates, managing approximately $1.3 million in discretionary assets. The firm uses a combination of charting, fundamental, and technical analysis to implement portfolios primarily composed of publicly traded equities, bonds, and ETFs, while coordinating estate planning and insurance services through its attorney-led practice.

Attorney
user avatar

Alan D

Series 65

Shelby Township, MI

Dishow Wealth Management LLC

Alan Dishow is the sole advisor at Dishow Wealth Management LLC and holds a Series 65 designation. He has no prior industry experience but has been an adjunct finance professor at Davenport University since 2020 and works part-time assisting with operations at a family-owned gas station. Dishow Wealth Management LLC is a newly registered investment manager that plans to serve retirement plans, small businesses, and individual and high-net-worth investors. The firm offers discretionary and non-discretionary portfolio management, custom portfolio construction, and financial planning, combining fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")