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Credentials
CFP®, EA
Experience Industry experience
7 years
Location
Marquette, MI 49855
At Planpath Financial, LLC you are at the center of everything we do. When we create plans for your financial life, we first take time to listen to how you think about money and what you want your money to do for you. Everyone is different, therefore each financial plan is unique to the individual. Educators at heart, we want to make sure you understand our recommendations so you can feel confident about your future.
The goal is to lead you to and through your best retirement, by maxmizing your spending and savings opportunites and minimizing your tax bill. We develop customized financial plans and leave no stone unturned. We will make sure your investments make sense for your goals and that you are adequately protecting your assets and against the "what ifs" of life. You'll feel confindent you are set up to retire according to plan. You will have your affairs in order to take care of those you care about after you are gone.
Life changes and so do financial plans. We are with you every step of the way and always only a phone call away. You'll likely enter tax season feeling more prepared than ever and really good about the tax savings strategies that are part of your plan.
We also help you with the human side of financial planning. At times the emotions that money can bring out could lead you down a trail that takes you away from your intended desination. We'll guide you along the path that leads to where you want to go.
With all that being said, we do prefer to have an ongoing relationship with our clients and offer our services at a transparent flat-fee rate. We've learned many don't understand what their investments cost them or how their advisor gets paid. Here it is crystal clear and extremely fair.
If you are a DIY investor, or just not quite ready for full comprehensive planning, we do offer as-needed services at an hourly rate. Just give the office a call, explain what you need help with, and we'll get you a quote for our services.
If you choose to have us manage your investments, that is including in the flat-fee, and can be taken from your investment accounts or paid by ACH.
You can call for a quick ten minute touch point if you just want to touch base first, and your next step would be to schedule a complimentary meeting where we can compare notes and see if working together seems to make sense.
Based on Planpath Financial
$7500.00
$325
Flat fee can be customized for those with less or more complexity than what is offered at the posted flat-fee rate.
Marquette, MI
708 Chippewa Square #9
Marquette MI 49855
Advisors at this office
1
Michigan
7 years of industry experience
Planpath Financial, L.L.C.
2024 - Present • 2 years
Marquette, MI
Infinex Investment, Inc.
2022 - 2024 • 2 years
Meriden, CT
Range Bank
2022 - 2024 • 2 years
Marquette, MI
ERTS Wealth Advisors, LLC
2019 - 2022 • 3 years
Marquette, MI
Edward Jones
2018 - 2019 • 1 year
St Louis, MO
unemployed
2018 - 2018 • 1 year
Marquette, MI
Ashfield Healthcare
2016 - 2018 • 2 years
Ivyland, PA
Best Version Media
2015 - 2017 • 2 years
Milwaukee, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 65
Marquette, MI
DV Kill Advisory Services, LLC
Daniel Kill is the principal of DV Kill Advisory Services, LLC, an independent firm based in Marquette, MI. He holds the ChFC® designation and has 16 years of industry experience. Prior to founding his firm in 2014, he worked at Ohlmann Investment Advisors LLC and has been involved with Northern Michigan University, Ore Dock BotEco Center, and Immanuel Lutheran Church. DV Kill Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering tailored investment supervisory services that include a broad range of asset classes and both fundamental and technical analysis. The firm also offers commissionable insurance products alongside advisory services, disclosing this as a potential conflict of interest, and manages accounts that often incorporate advanced trading strategies.
Series 65, Series 66
Marquette, MI
Northern Edge Wealth Management
Dane Nelson is an advisor at Northern Edge Wealth Management in Marquette, MI, holding Series 65 and Series 66 licenses. He has one year of industry experience, including prior work at Ameriprise and over a decade at Robert Half International. Northern Edge Wealth Management provides personalized financial planning and investment management services, primarily serving retirement-plan and other entity accounts. The firm employs a research-driven, long-term equity-oriented investment approach, combining fundamental analysis and dividend-growth stocks with mutual funds, ETFs, and external managers.
Series 65
Marquette, MI
B.A. Roberts Financial Services, Inc.
Allen Van De Kreeke is a financial advisor at B.A. Roberts Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at ERTS Wealth Advisors, LLC since 2023. Outside of financial advisory, he was involved with Made in Nature for seven years. B.A. Roberts Financial Services provides investment advisory, financial planning, and retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $374 million in assets and employs a fiduciary standard with a primarily fundamental, long-term investment approach, while maintaining flexibility to adjust based on client needs and market conditions.
CFP®, Series 63, Series 65
Marquette, MI
B.A. Roberts Financial Services, Inc.
Bruce Roberts is a CFP®-certified financial advisor with 32 years of industry experience. He is the principal at B.A. Roberts Financial Services, Inc. in Marquette, MI, and has previously worked at Erts Wealth Advisors, Sagepoint Financial, and American General Securities. Outside of his advisory role, he is a member of Circle of Trust Properties, LLC, which owns the building housing his office. Roberts Financial Services provides investment advisory and planning services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios that combine internal management with independent managers and emphasizes a long-term investment approach with flexibility to adjust strategies as needed.
Series 66
Marquette, MI
Northern Edge Wealth Management
Tanner Carriere is a financial advisor at Northern Edge Wealth Management with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Northern Edge Wealth Management provides personalized financial planning and investment management services, focusing on retirement-plan and entity accounts. The firm uses a research-driven, long-term approach that emphasizes fundamental analysis and dividend-growth equities while employing a range of investment vehicles and both in-house and external portfolio management.
Series 65
Marquette, MI
B.A. Roberts Financial Services, Inc.
Jessica Kinonen is a financial advisor at B.A. Roberts Financial Services, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Wealth Strategy Group for ten years. Kinonen serves as Vice President and Board Member of the Marquette County Police and Firefighters Fund. B.A. Roberts Financial Services provides investment advisory and planning services to individuals, families, trusts, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios through a combination of internal management and independent managers, with an emphasis on long-term investment strategies.
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