Brandon Postma
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Saint Ignace, MI 49781
Credentials
Series 63, Series 66
Industry experience
24 years
About
Brandon Postma is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SCF Investment Advisors, INC. and SCF Securities, Inc. for 13 years. Outside of his advisory role, he is involved with Investment Insights LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of delivery options and investment strategies supported by an in-house research team and a large network of investment adviser representatives.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
560 North State, Suite #101
Saint Ignace, MI 49781
Most active in
Brandon P has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Work history
LPL Financial
2025 - Present (1 year)
SCF Investment Advisors, INC.
2012 - 2025 (13 years)
SCF Securities, Inc.
2012 - 2025 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Kimberly C
CFP®, Series 63, Series 66
Mackinac Island, MI
Morgan Stanley
Kimberly Crane is a CFP® professional with 27 years of industry experience, currently affiliated with Morgan Stanley. Her background includes roles at Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Morgan Stanley Private Bank, N.A. She serves on the board of the Hubbards Annex Homeowners Association, a nonprofit organization on Mackinac Island, Michigan. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning service.
Jeffrey G
Series 63, Series 66
Mackinac Island, MI
Morgan Stanley
Jeffrey Gembis is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling to support its advisory services.
John K
ChFC®, Series 66
Saint Ignace, MI
Edward Jones
John Kling is a financial advisor at Edward Jones in Saint Ignace, MI, holding the ChFC® designation and Series 66 license, with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Kling is involved in motel operations and property management through multiple rental property and development businesses in Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.
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