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Courtney Sparks

Advisor at LPL Financial

Updated today

Location

Gaylord, MI 49735

Credentials

Series 66

Industry experience

12 years

About

Courtney Sparks is a financial advisor with LPL Financial in Atlanta, MI, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2013. 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 wide range of investment solutions supported by in-house research 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

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

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

1360 W Main St

Gaylord, MI 49735

Most active in

Michigan

Work history

LPL Financial

2013 - Present (13 years)

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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Jason W

Series 66

Gaylord, MI

Fairway Investment Group, LLC

Jason Weiss is a financial advisor at Fairway Investment Group, LLC with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Paradigm Equities, MEA Financial Services, and nearly a quarter-century with Gaylord Community Schools. Outside of his advisory work, Weiss is an independent real estate broker with EverGreen Home Realty. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm tailors investment recommendations using detailed client profiling and employs fundamental, technical, and cyclical analyses while maintaining a focus on a membership-based client population rather than high-net-worth individuals.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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Sean L

Series 66

Boyne Falls, MI

Empower Advisory Group

Sean Lynch is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Principal Securities Inc, Principal Life Insurance Company, Cuso Financial Services, L.P., and Encore Financial. Outside of his advisory work, he co-owns an online retail store on Etsy called Kindred Insights. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and provides both planning and managed account solutions within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Kirk J

CFP®, Series 63, Series 66

Gaylord, MI

The huntington Investment company

Kirk Johnston is a CFP® professional with 14 years of industry experience, currently serving as an advisor at The Huntington Investment Company. His prior roles include positions at Cetera Investment Services, TCF National Bank, the ON Equity Sales Company, and Ohio National Financial Services. Johnston holds Series 63 and Series 66 licenses. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs for individual, charitable, corporate, and retirement clients. The firm manages roughly $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform combining third-party and proprietary investment models, with specialized program options and overlay services.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Sharyn D

Series 63, Series 65

Gaylord, MI

LPL Financial

Sharyn Dansa is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James Financial Services and Cetera Investment Advisors. Dansa is also involved with Maier & Associates Financial Group, a business related to her LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Tabatha S

CFP®, Series 66

Gaylord, MI

Edward Jones

Tabatha Simpson is a CFP® with nine years of experience at Edward Jones, where she has worked continuously since 2012. She is based in Gaylord, MI. Outside of her advisory role, Simpson is involved with Simpson Farm LLC and manages a short-term rental business through Sugar Maple Rentals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Brett N

Series 66

Gaylord, MI

LPL Financial

Brett Naylor is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services and Hantz Financial Services. Outside of his advisory work, he is involved with Silver Palace Bar & Grill. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm provides various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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