Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65, Series 66
Experience Industry experience
25 years
Location
Springfield, MI 49037
Edward Jones
Institution
Duane Corts is a CFP®-certified financial advisor with Edward Jones in Springfield, MI, where he has worked since 2008. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Springfield, MI
4055 W Dickman Rd Ste E
Springfield MI 49037
Advisors at this office
1
Michigan · Texas
25 years of industry experience
Edward Jones
2008 - Present • 18 years
St. Louis, MO
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Battle Creek, MI
Wendt Financial Advisors, LLC
Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.
Series 63, Series 65
Richland, MI
Wellington Investment Advisors
Harry Boesch is a financial advisor at Wellington Investment Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wellington Investment Advisors since 2016, following a brief period at Private Client Services LLC. Outside of his advisory role, he is a passive investor in several medical and healthcare-related companies. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing various analytical strategies tailored to individual client objectives and risk tolerance.
Series 66
Richland, MI
Harbour Investments, Inc.
Rebecca Artz is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Harbour since 2019. In addition to her advisory role, she is an independent insurance agent, which includes activities related to equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a combination of fundamental and technical analysis to build customized strategies across various asset classes.
Series 63, Series 65
Battle Creek, MI
Harbour Investments, Inc.
Belinda Best is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2008. In addition to her advisory role, she operates a seasonal individual tax preparation business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized strategies that include mutual funds, ETFs, and separately managed accounts, supported by ongoing monitoring and periodic reviews.
Series 63, Series 65
Richland, MI
Harbour Investments, Inc.
Corby Kiss is a financial advisor at Harbour Investments, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2006. Prior to and during his time at Harbour, he was also affiliated with Raba and has operated Kiss Financial Services and been involved with Amway Quixstar. Outside of his advisory role, he serves as a FINRA arbitrator and provides pre-paid legal services and identity protection. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies across various asset classes and provides both discretionary and non-discretionary portfolio management.
CFP®, Series 63, Series 65
Battle Creek, MI
FourStar Wealth Advisors, LLC
Richard Taylor is a CFP® professional with 34 years of industry experience, currently serving at FourStar Wealth Advisors, LLC since 2024. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis, managing portfolios primarily on a discretionary basis with a focus on diversification across multiple asset types tailored to client risk tolerance and time horizon.
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