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Credentials
Series 66, Series 63
Experience Industry experience
4 years
Location
Flushing, MI 48433
The huntington Investment company
Enterprise
Dawn Swanson is a financial advisor with The Huntington Investment Company in Flushing, MI, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at Huntington National Bank since 2019 and is also involved in retail sales as a co-owner of Golden Eagle Coins, a rare coins and precious metals business, and as a horse-drawn carriage driver in Frankenmuth, Michigan. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model combining third-party sub-managers and affiliate offerings, with portfolio management and other services delivered primarily through percentage-of-assets wrap fees.
Based on The huntington Investment company
Based on The huntington Investment company
$0 - $250,000: Foundations Program: 1.50% $250,001 - $400,000: Foundations Program: 1.35% $400,001 - $650,000: Foundations Program: 1.20% $650,001 - $1,150,000: Foundations Program: 1.00% $1,150,001 - $4,150,000: Foundations Program: 0.85% $4,150,001+: Foundations Program: 0.75% $0 - $100,000: GPS Select Program: 1.50% $100,001 - $250,000: GPS Select Program: 1.35% $250,001 - $500,000: GPS Select Program: 1.20% $500,001 - $1,000,000: GPS Select Program: 1.00% $1,000,001 - $4,000,000: GPS Select Program: 0.85% $4,000,001 - $7,000,000: GPS Select Program: 0.75% $7,000,001+: GPS Select Program: 0.65% $0 - $100,000: GPS Wrap Strategist Program: 1.50% $100,001 - $250,000: GPS Wrap Strategist Program: 1.35% $250,001 - $500,000: GPS Wrap Strategist Program: 1.20% $500,001 - $1,000,000: GPS Wrap Strategist Program: 1.00% $1,000,001 - $4,000,000: GPS Wrap Strategist Program: 0.85% $4,000,001 - $7,000,000: GPS Wrap Strategist Program: 0.75% $7,000,001+: GPS Wrap Strategist Program: 0.65% $0 - $100,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.75% $100,001 - $250,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.60% $250,001 - $500,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.45% $500,001 - $1,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.25% $1,000,001 - $4,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.10% $4,000,001 - $7,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.00% $7,000,001+: GPS Total Asset Allocation and Multi-Manager Accounts: 0.85% $0 - $250,000: GPS Premier Separate Account: 2.00% $250,001 - $500,000: GPS Premier Separate Account: 1.75% $500,001 - $1,000,000: GPS Premier Separate Account: 1.50% $1,000,001 - $4,000,000: GPS Premier Separate Account: 1.35% $4,000,001 - $8,000,000: GPS Premier Separate Account: 1.10% $8,000,001+: GPS Premier Separate Account: 0.90% $0 - $250,000: GPS Premier Separate Account Manager-Equity: 1.50% $250,001 - $500,000: GPS Premier Separate Account Manager-Equity: 1.25% $500,001 - $1,000,000: GPS Premier Separate Account Manager-Equity: 1.15% $1,000,001 - $4,000,000: GPS Premier Separate Account Manager-Equity: 1.00% $4,000,001 - $8,000,000: GPS Premier Separate Account Manager-Equity: 0.85% $8,000,001+: GPS Premier Separate Account Manager-Equity: 0.70% $0 - $1,000,000: PWC Program: 1.00% $1,000,001 - $4,000,000: PWC Program: 0.75% $4,000,001 - $9,000,000: PWC Program: 0.65% $9,000,001+: PWC Program: 0.50% $0 - $1,000,000: GPS Representative as Portfolio Manager: 1.15% $1,000,001 - $2,000,000: GPS Representative as Portfolio Manager: 1.00% $2,000,001 - $5,000,000: GPS Representative as Portfolio Manager: 0.75% $5,000,001 - $10,000,000: GPS Representative as Portfolio Manager: 0.50% $10,000,001+: GPS Representative as Portfolio Manager: 0.40%
Huntington is a registered broker-dealer and offers brokerage services with commissions. Additional brokerage fees apply for accounts not in advisory programs or for transaction charges not covered by wrap fees.
Account minimum: $10,000 (lowest minimum noted in Foundations Program) Minimum fee: GPS TFS Program has a minimum annual account fee of $1,500. Fee-only: Optional overlay services tax overlay and impact overlay fees range from 0.05% to 0.10%, paid to Envestnet, not retained by Huntington.
Flushing, MI
Pierson Road, G 6452 W. Pierson Rd
Flushing MI 48433
Advisors at this office
1
Michigan
4 years of industry experience
The Huntington Investment Company
2022 - Present • 4 years
Columbus, OH
Huntington National Bank
2019 - Present • 7 years
Flushing, MI
Fantasy Carriage
2019 - Present • 7 years
Bridgeport, MI
Golden Eagle Coins
2010 - Present • 16 years
Flint, MI
MCLS
1998 - 2018 • 20 years
Lansing, MI
Kettering University
1995 - 2019 • 24 years
Flint, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 63, Series 65
New Lothrup, MI
Faithful Steward Wealth Management, Inc.
Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.
Series 65
Grand Blanc, MI
Retirement Capital Services LLC
Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at firms including Horter Investment Management and Research Money Management, LLC. Schrauben is also the owner of Equity Pro Shop LLC. Retirement Capital Services LLC serves individuals and high-net-worth clients through portfolio management and financial planning, using a blend of analytical techniques and investment strategies that include alternatives and options. The firm operates as a small, solo-advisor practice offering a diverse and higher-risk investment menu.
Series 65
Grand Blanc, MI
Wealth For you Financial, LLC
Jacob Loucks is a financial advisor with Wealth For You Financial, LLC, holding a Series 65 credential and one year of industry experience. He has previously worked at Foguth Financial Group and Barnett Financial and Tax. Wealth For You Financial, LLC provides financial planning, consulting, and discretionary portfolio management services to individual and high-net-worth clients. The firm matches client objectives and risk profiles to model portfolios managed by third-party sub-advisers, with a structure that includes common ownership of an insurance agency and a tax/accounting firm.
Series 65
Grand Blanc, MI
Wealth For you Financial, LLC
Gage Harris is a financial advisor at Wealth For You Financial, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Barnett Financial & Tax and Titan Wealth Advisors. Outside of his advisory work, Harris teaches piano lessons on a flexible schedule. Wealth For You Financial, LLC provides comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients. The firm uses model portfolios and third-party sub-advisers to align investments with client objectives, and it maintains common ownership with affiliated insurance and tax firms.
Series 65
Grand Blanc, MI
Wealth For you Financial, LLC
Parker Barnett is a financial advisor at Wealth For You Financial, LLC with a Series 65 designation and five years of industry experience. He has worked with Wealth For You Financial since 2020 and operates Barnett Financial & Tax, where he is also an independent insurance agent. Outside of financial advising, he owns and manages Parker Barnett Professional Building, LLC. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, one-time consulting, and portfolio management. The firm employs customized strategies using model portfolios and third-party sub-advisers, with discretionary authority to manage and rebalance client portfolios based on individual objectives and risk tolerance.
CFP®, Series 65, Series 66, Series 63
Swartz Creek, MI
Security First Financial
Edward Irwin is a CFP® with 15 years of industry experience, currently serving as an advisor at Security First Financial. He has prior experience at firms including Reliable Planning LLC and Thrivent Investment Management. Outside of advisory work, he owns Reliable Portfolio, LLC, a publishing business, and Reliable Planning LLC, which provides business consulting services. Security First Financial offers personalized investment management to individuals, families, businesses, and nonprofits, managing approximately $299 million in assets across around 640 family accounts. The firm operates on a fee-only basis with discretionary management, typically investing in no-load mutual funds, ETFs, and certificates of deposit using multiple methods of analysis.
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