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.
Credentials
Series 63, Series 65
Experience Industry experience
11 years
Location
Sunfield, MI
Coppell Advisory Solutions LLC
Multi-team
Christopher Brace is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at CLA USA Advisory Group, LLC for five years and has been involved with Cla USA Inc since 2003. Brace has also operated a tax preparation business, Michigan Tax, since 1984 and serves as an insurance agent with Megastar Advisors and The Revolution since 2014. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis, and offers an open-architecture platform that includes a variety of investment vehicles.
Based on Coppell Advisory Solutions LLC
Based on Coppell Advisory Solutions LLC
Fixed fees for financial planning from $1,000 to $20,000, potentially exceeding $20,000 in limited circumstances
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001+: Negotiable
Commissions earned by associated persons who are registered representatives for securities and insurance products, separate and in addition to advisory fees
$300 per hour for specific consulting services
Account minimum: $5,000 Minimum fee: $5.00 per month per account (technology and administrative fee) Fee-only: Fixed fees ranging from $1,000 to $20,000 for broad based financial planning services; hourly fees of $300/hour for specific services
Sunfield, MI
Sunfield MI
Advisors at this office
1
Michigan
11 years of industry experience
CLA USA Advisory Group, LLC
2014 - 2019 • 5 years
Frisco, TX
Cla Usa Inc
2003 - Present • 23 years
Frisco, TX
Michigan Tax
1984 - Present • 42 years
Lansing, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Potterville, MI
Rich Michaels Investments, LLC
Richard Minaya is a financial advisor with Rich Michaels Investments, LLC in Potterville, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Voya Financial Advisors for seven years and has been involved in insurance sales, including fixed, life, and health insurance products. Rich Michaels Investments primarily serves individual and high-net-worth clients, managing approximately $9.3 million across 41 accounts. The firm provides non-discretionary investment management using a combination of computer models, fundamental and technical analysis, and modern portfolio theory to develop and monitor targeted model portfolios.
Series 65
Grand Ledge, MI
Rightoak Asset Management, LLC
Cody Rogers is a Series 65-registered advisor with Rightoak Asset Management, LLC, based in Grand Ledge, MI. He has one year of experience at Rightoak and over a decade of prior experience at Auto-Owners Insurance. He is also licensed as a life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and offers financial planning, retirement consulting, estate-planning assistance through an online platform, and educational seminars.
Series 65
Grand Ledge, MI
Rightoak Asset Management, LLC
Jeremy Revard is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Rightoak, he held roles at Vestas, Gradient Securities, Delta Constructors, Saulsbury Industries, KS Industries, and Westcon. In addition to his advisory work, he is involved in engineering design as a 3D modeler for MEP projects and oversees construction quality control through a consulting role. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation, long-term value investing, and employs both fundamental and quantitative analysis while offering specialized retirement-plan consulting and third-party manager oversight.
Series 65
Grand Ledge, MI
Rightoak Asset Management, LLC
Connor Williamson is a Series 65-licensed advisor with Rightoak Asset Management, LLC, where he has worked since 2025. He has one year of experience in the financial industry and previously held roles at Aldi and Ten Point Financial. In addition to his advisory work, he is also a licensed life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered firm offering discretionary investment management, financial planning, retirement-plan consulting, and third-party manager oversight to a diverse client base including retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and integrates online estate-planning services and educational events into its client offerings.
Series 65
Grand Ledge, MI
Rightoak Asset Management, LLC
Ian Elieff is a financial advisor at Rightoak Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Gradient Securities and Ten Point Financial, LLC. He also maintains a part-time role as a licensed insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm offers discretionary investment management, financial planning, and estate-planning assistance through an online attorney platform, employing a value-oriented investment approach combined with proprietary quantitative models and third-party sub-advisors.
Series 65
Saranac, MI
Triangle Wealth Management
Darren Ford is a financial advisor at Triangle Wealth Management with a Series 65 designation and four years of industry experience. Before joining Triangle Wealth Management in 2022, he worked at AdvisorEngine, Abrigo, and other firms. Outside of advising, he creates educational content for the AnalystPrep website, focusing on CFA exam preparation. Triangle Wealth Management serves individual clients, corporate plans, and nonprofit organizations, providing portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools to develop tailored investment strategies, primarily grounded in fundamental securities analysis.
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