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Drewe Lynn Robinson

Advisor at LPL Financial — Saginaw, MI 7763 Gratiot Road

Updated today

Credentials

Series 63, Series 65

Experience

36 years

Location

Saginaw, MI 48609

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,440 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Drewe Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been associated with LPL Financial since 2009. Outside of his advisory role, Robinson is involved in direct sales of Mary Kay cosmetics. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.

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

Saginaw, MI 7763 Gratiot Road

7763 Gratiot Road

Saginaw MI 48609

Advisors at this office

1

Most active in

Michigan

Work history

36 years of industry experience

LPL Financial

2023 - Present • 3 years

Saginaw, MI

LPL Financial

2009 - 2023 • 14 years

Saginaw, MI

Mutual Service Corporation

2009 - 2009 • 1 year

Merrill

2001 - 2004 • 3 years

Saginaw, 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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Mark R

CFP®, Series 63

Freeland, MI

Reitz Capital Advisors LLC

Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.

General retirement planning Cash flow / budgeting
user avatar

Timothy C

CFP®, ChFC®, Series 63, Series 65

Bridgeport, MI

Tim Crawford CPA

Timothy Crawford is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is the principal of Tim Crawford CPA, an independent firm he has led since 2002. Prior to founding his firm, he worked for nine years at GWN Securities Inc. Outside of advisory work, he serves as president of TIM CRAWFORD, CPA, PC, which provides tax preparation and accounting services. Tim Crawford CPA is a CPA-based independent registered investment adviser serving individual, high-net-worth, corporate, and retirement plan clients. The firm combines accounting and insurance services with investment advisory work, referring clients to third-party managers and managing a broad investment universe without trading or holding custody of client assets.

Annuities Options & derivatives strategies Real estate investing
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Mark R

Series 66

Bay City, MI

Recker Financial LLC

Mark Recker is the principal of Recker Financial LLC and holds a Series 66 designation with 15 years of industry experience. Prior to founding his firm in 2018, he worked at Hantz Financial Services from 2010 to 2018. He is also a minority owner of Maurer Meat Processors in Ubly, Michigan, where he assists with financial management. Recker Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and a range of financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on passive, asset-allocation portfolios using index funds and ETFs, and provides ongoing comprehensive and hourly planning options.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Lee F

ChFC®, Series 63

Bay City, MI

Professional Analysts, LLC

Lee Fickes is a financial advisor at Professional Analysts, LLC with 55 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he was affiliated with Osaic Wealth, Inc. and Triad Advisors, Inc. In addition to financial advising, he owns and operates a tax preparation service. Professional Analysts, LLC provides fee-based financial planning and discretionary portfolio management primarily for individual clients. The firm’s investment approach is based on Modern Portfolio Theory and deliberate asset allocation, with a mixed business model that includes broker-dealer and insurance affiliations as well as limited tax-return services.

General retirement planning Cash flow / budgeting Life insurance needs analysis
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Christopher K

Series 63, Series 65

Saginaw, MI

Kuli Capital Management

Christopher Kuligowski is the sole advisor at Kuli Capital Management in Saginaw, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led Kuli Capital Management since its founding in 2010. Kuli Capital Management provides fee-based investment advisory and financial planning services to individual clients as well as institutional clients such as credit unions and municipalities. The firm utilizes a tactical allocation approach that incorporates both fundamental and technical analysis across a broad range of public securities to manage risk and pursue performance.

Active portfolio management Annuities
user avatar

David B

ChFC®, Series 63, Series 65

Saginaw, MI

Great Lakes Retirement Solutions, Inc.

David Becker is a ChFC® with 37 years of industry experience, currently serving at Great Lakes Retirement Solutions, Inc. since 2025. He previously worked at Securities Equity Group for 15 years and has operated Premier Financial Group since 1999. Becker is president of Mid Michigan Teen Challenge, a Christian rehabilitation organization. Great Lakes Retirement Solutions serves individual and corporate clients with portfolio management, financial planning, and third-party adviser placement. The firm uses Modern Portfolio Theory for asset allocation and offers both discretionary and non-discretionary management, often engaging in co-adviser arrangements to support client oversight.

General retirement planning Income planning
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