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
Series 66
Experience Industry experience
7 years
Location
Croswell, MI 48422
Edward Jones
Institution
Dustin Pennington is a financial advisor with Edward Jones in Croswell, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Champion Bus and Aerotek. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. 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.
Croswell, MI
51 N Howard Ave
Croswell MI 48422
Advisors at this office
1
Michigan
7 years of industry experience
Edward Jones
2019 - Present • 7 years
St Louis, MO
Champion Bus
2017 - 2019 • 2 years
Imlay City, MI
Aerotek
2016 - 2017 • 1 year
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.
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®, ChFC®, Series 63, Series 65
Lakeport, MI
OSAIC Advisory Services, LLC
Todd Shivers is a CFP® and ChFC® credentialed advisor with 25 years of industry experience. He has worked at Sigma Financial Corp and SPC for over two decades before joining Osaic Advisory Services, LLC. Shivers is also president of Todd Shivers Financial Services, Inc., where he is involved in the sales of life, health, long-term care insurance, and annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting through multiple program models and uses a variety of proprietary and third-party platforms and managers.
Series 66
Port Sanilac, MI
LPL Financial
Zachary Lucas is a Series 66-licensed financial advisor at LPL Financial with 18 years of industry experience. He previously worked at OSAIC for 11 years and Savage & Assoc Inc for 16 years. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and brokerage services supported by a national network of investment adviser representatives.
Series 63, Series 65
Lexington, MI
UBS Financial Services
David Beechler is a financial advisor with UBS Financial Services in Lexington, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.
Series 66
Port Sanilac, MI
LPL Financial
William Siegert is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Siegert also operates a DBA known as America Group Retirement Strategy Centers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations 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 with support from proprietary and third-party research.
Series 66
Sandusky, MI
Edward Jones
Jason Smith is a financial advisor at Edward Jones with nine years of industry experience. He has held his current position since 2016. Smith holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Series 63, Series 66
Lakeport, MI
LPL Financial
Christopher Pennington is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 29 years of industry experience, having previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is also an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
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