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Corey Elwood De Meritt

Advisor at Ameriprise — Adrian, MI

Updated today

Credentials

Series 66

Experience

14 years

Location

Adrian, MI

Ameriprise logo

Ameriprise

Institution

Total advisors

13,145

Across 4,277 offices

Clients per advisor

104 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Corey De Meritt is a financial advisor with Ameriprise, holding the Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of advising, he works as a tax analyst for Quinn's Tax Service LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Adrian, MI

Adrian MI

Advisors at this office

2

Most active in

Michigan · Ohio

Work history

14 years of industry experience

Ameriprise

2020 - Present • 6 years

Adrian, MI

Ameriprise Financial Services, Inc.

2011 - 2020 • 9 years

Adrian, 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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Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Jeffrey Condon is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Fairway since 2021 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory roles, he serves as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers portfolio management through LPL Financial-sponsored programs, emphasizing tailored advice based on investor profiles and a combination of fundamental, technical, and cyclical analyses.

Wealth management Real estate investing Educators, Teachers, and Academics
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David L

Series 63, Series 66

Adrian, MI

Creative Financial Designs, Inc.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Lynette S

Series 63, Series 65

Adrian, MI

Packerland Brokerage Services, Inc.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Packerland since 2021 and concurrently serves as president of Sayler's Accounting & Tax Spec, Inc., a firm she founded in 1990. Additionally, Sayler serves as an officer and director on the board of the nonprofit organization Lenawee County Mission-Prospectives in Adrian, MI. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, managing over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Matthew B

ChFC®, Series 63

Tecumseh, MI

Hantz financial Services, Inc.

Matthew Babcock is a ChFC® with 35 years of industry experience, currently serving at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 1999. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory and broker-dealer activities alongside mortgage and insurance product sales.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Andrew D

Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Andrew Dowding is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Alro and Quicken Loans, as well as educational experience at Wayne State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, businesses, and charitable organizations. The firm uses ETF-based model portfolios supplemented by third-party managers and employs technology-enabled strategies such as automated tax-loss harvesting and AI-assisted data aggregation.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Joseph H

Series 66

Adrian, MI

Key Investment Services LLC

Joseph Hart is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Hantz Financial Services, Inc. for three years before joining Key Investment Services LLC in 2014. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model for portfolio management, with integration of KeyCorp affiliates providing additional financial services and resources.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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