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Brian Edward Birchmeier

Advisor at LPL Financial — Clio, MI

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Clio, MI

LPL Financial logo

LPL Financial

Institution

Total advisors

25,460

Across 11,249 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Brian Birchmeier is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisors and Primerica. In addition to his advisory work, Birchmeier is an author and is involved with several business entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Clio, MI

Clio MI

Advisors at this office

2

Most active in

Michigan

Work history

7 years of industry experience

LPL Financial LLC

2024 - Present • 2 years

Clio, MI

Aero Retirement Options LLC

2020 - Present • 6 years

Flint, MI

Cetera Advisors

2020 - 2024 • 4 years

Denver, CO

Primerica Advisors

2019 - 2020 • 1 year

Auburn Hills, MI

Primerica Financial services

2018 - 2020 • 2 years

Auburn Hills, MI

GBN LLC

2010 - Present • 16 years

Clio, MI

Disclosures

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

Business activities & affiliations

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Ronald J

Series 63, Series 65

New Lothrup, MI

Faithful Steward Wealth Management, Inc.

Ronald Jaster is the sole advisor at Faithful Steward Wealth Management, Inc. in New Lothrup, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Faithful Steward Wealth Management since 2011, following roles at Creative Financial Designs, Inc. and G. A. Repple & Company. Outside of advisory work, he serves as treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management primarily serves individual investors and charitable clients, offering portfolio management, third-party adviser recommendations, and retirement account management. The firm utilizes multiple portfolio platforms, including an actively managed equities and options platform and a faith-based mutual fund platform, combining fundamental and technical analysis with both active and passive strategies.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused

Jeremy W

CFP®

Davison, MI

J Wilson Wealth Management

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

General tax planning Multi-state taxation General estate planning guidance Real Estate Professional Baby Boomers (Born 1946-1964)
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Timothy C

CFP®, ChFC®, Series 63, Series 65

Bridgeport, MI

Tim Crawford CPA

Timothy Crawford is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is the principal of Tim Crawford CPA, an independent firm he has led since 2002. Prior to founding his firm, he worked for nine years at GWN Securities Inc. Outside of advisory work, he serves as president of TIM CRAWFORD, CPA, PC, which provides tax preparation and accounting services. Tim Crawford CPA is a CPA-based independent registered investment adviser serving individual, high-net-worth, corporate, and retirement plan clients. The firm combines accounting and insurance services with investment advisory work, referring clients to third-party managers and managing a broad investment universe without trading or holding custody of client assets.

Annuities Options & derivatives strategies Real estate investing
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Lance A

Series 65

Davison, MI

Reliance Asset Management LLC

Lance Arnold is a financial advisor at Reliance Asset Management LLC and holds a Series 65 designation. He has one year of experience in the financial industry and has worked at Senior Care of Michigan for ten years. Outside of advisory work, he has a background in senior care services. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by partnering with a third-party portfolio manager. The firm focuses on model portfolios consisting of no-load mutual funds, ETFs, individual equities, and cash instruments, regularly reviewing client accounts to align investments with documented goals and risk tolerances.

Wealth management
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Travis M

Series 65

Davison, MI

Reliance Asset Management LLC

Travis Maxon is a financial advisor at Reliance Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gradient Advisors LLC. Outside of his advisory role, Maxon is involved in insurance sales through Senior Care of Michigan. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on selecting and managing model portfolios primarily composed of no-load mutual funds, ETFs, individual equities, and cash instruments.

Wealth management
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Todd H

Series 65

Davison, MI

Reliance Asset Management LLC

Todd Hulliberger is a Series 65-licensed financial advisor with Reliance Asset Management LLC and has seven years of industry experience. Prior to joining Reliance Asset Management in 2026, he worked at Gradient Advisors for seven years. He is also involved with Senior Care of Michigan, where he has worked in insurance sales since 2006. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on model portfolios using no-load mutual funds, ETFs, individual equities, and cash instruments, with an investment approach centered on discretionary model selection and periodic client account reviews.

Wealth management
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