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Corey Matthew Suchocki

Advisor at LPL Financial — Harrison Township, MI

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Harrison Township, MI

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,426 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Corey Suchocki is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2022, he worked at Putnam Investments for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Harrison Township, MI

Harrison Township MI

Advisors at this office

1

Most active in

Michigan

Work history

20 years of industry experience

LPL Financial

2022 - Present • 4 years

Harrison Township, MI

Putnam Investments

2005 - 2022 • 17 years

Andover, MA

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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Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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David R

CFP®, Series 66

Grosse Pointe Shores, MI

Tetra Wealth Management

David Rakecky is a CFP® and holds a Series 66 license with three years of industry experience. He is the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. His prior experience includes roles at Raymond James & Associates and Rocket Mortgage. Tetra Wealth Management provides discretionary investment supervisory services and financial planning to individuals and families, including trusts and retirement accounts. The firm’s portfolios emphasize long-term, diversified core exposures using ETFs and mutual funds, guided by written Investment Policy Statements and regular rebalancing.

Retirement income strategy Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting Debt management
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Brandon M

Series 65

Shelby Township, MI

FUTR Wealth Management LLC

Brandon Mc Lane is a financial advisor at FUTR Wealth Management LLC in Shelby Township, MI, holding a Series 65 designation. He has no prior industry experience and previously held a sales manager position at SeamlessAI. FUTR Wealth Management is an independent SEC-registered advisory firm that offers financial planning and portfolio management across a broad range of instruments, employing multiple analytic methods and a diverse investment strategy that includes alternative and illiquid assets. The firm serves high-net-worth individuals and business entities but reported no assets under management or client accounts as of December 2025.

Options & derivatives strategies Real estate investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Anita P

CFA®

Warren, MI

Weil Enterprises, Inc.

Anita Prasky is a CFA® charterholder with 15 years of industry experience and serves as the sole advisor at Weil Enterprises, Inc., where she has worked since 1981. Weil Enterprises provides tailored investment advice and portfolio management to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes fundamental analysis and a long-term investment approach, managing accounts on a non-discretionary basis with a focus on low turnover, tax considerations, and minimizing brokerage costs.

Active portfolio management Tax-loss harvesting
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Jonathan M

Series 65

Grosse Pointe Shores, MI

Ballers and Associates

Jonathan Marko is a financial advisor at Ballers and Associates with eight years of industry experience. He holds a Series 65 designation and has maintained a concurrent legal career as an attorney at Rasor Law Firm for over 15 years. His advisory work is affiliated with his law practice, creating a niche that combines legal and financial referral services. Ballers and Associates specializes in connecting clients with legal judgments or settlements to third-party investment advisers rather than managing portfolios directly. The firm operates on a referral basis, partnering with established advisors while maintaining a legal-centric focus uncommon among independent advisory firms.

Attorney
Warmer team member

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