Eric Friese

Advisor at Edward Jones — Ludington, MI W Us Highway 10

Updated today

Credentials

Series 66

Experience

1 year

Location

Ludington, MI 49431-9601

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Eric Friese is a financial advisor with Edward Jones in Ludington, MI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cottage Works, Larsens Landscaping, Hemlock Golf Club, DK Security, and the City of Ludington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. It manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

See office

Ludington, MI W Us Highway 10

3851 W Us Highway 10, Suite 3851

Ludington MI 49431-9601

Advisors at this office

2

Most active in

Michigan

Work history

1 year of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Edward Jones

2023 - 2024 • 1 year

Ludington, MI

Cottage Works

2021 - 2023 • 2 years

Ludington, MI

Larsens Landscaping

2020 - 2021 • 1 year

Scottville, MI

Hemlock Golf Club

2020 - 2020 • 1 year

Ludington, MI

DK Security

2018 - 2019 • 1 year

Grand Rapids, MI

City of Ludington

2013 - 2021 • 8 years

Ludington, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jana P

Series 63

Ludington, MI

Plaisier Financial Group LLC

Jana Plaisier is a financial advisor with Plaisier Financial Group LLC in Ludington, MI, holding a Series 63 designation and 39 years of industry experience. She has operated her own financial advisory firm since 2002 and is involved in related businesses including tax preparation and affiliate marketing. Additionally, she serves as a skincare consultant for Rodan and Fields on a limited basis. Plaisier Financial Group provides portfolio supervisory services, investment advice, and financial planning to individuals, retirement accounts, charitable organizations, and business entities. The firm customizes investment recommendations based on client objectives and risk tolerance, emphasizing diversification and continuous account monitoring.

Life insurance needs analysis
user avatar

Jonathan L

Series 65

Ludington, MI

Middle Coast Investing LLC

Jonathan Liss is a financial advisor with Middle Coast Investing LLC holding a Series 65 designation. He has five years of experience as a contributor at Seeking Alpha. Middle Coast Investing serves individual and high-net-worth clients by offering discretionary portfolio management and tailored advisory services. The firm employs strategic ETF allocation and active equity strategies, managing a diverse range of instruments with regular portfolio reviews and client meetings.

Passive / index investing Active portfolio management
user avatar

Elizabeth D

Series 63, Series 65

Ludington, MI

Harborfront Financial Group

Elizabeth De Kuiper is a financial advisor at Harborfront Financial Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 20 years before joining Harborfront Financial LLC in 2024. Harborfront Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis, utilizing strategies from long-term asset allocation to shorter-term trading, often through discretionary model portfolios and third-party strategies available via LPL programs.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.)
user avatar

Raymond J

CFP®, Series 63, Series 65

Ludington, MI

Harborfront Financial Group

Raymond Janish is a CFP® with 30 years of industry experience. He currently serves at Harborfront Financial Group, joining the firm in 2024 after 22 years with LPL Financial LLC. Outside of his advisory work, he is involved in farming beef cattle for 4-H through Janish Farms LLC. Harborfront Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm employs a range of investment strategies, including long-term asset allocation and shorter-term trading, and utilizes discretionary model portfolios and third-party strategies through LPL Financial-sponsored programs.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.)
user avatar

Daniel S

Series 65

Ludington, MI

Middle Coast Investing LLC

Daniel Shvartsman is the sole advisor at Middle Coast Investing LLC, an independent registered investment adviser based in Ludington, MI. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Investing.com and Shortman Studios, as well as eight years contributing to Seeking Alpha. Middle Coast Investing LLC manages approximately $12.1 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management. The firm employs both passive, index-based ETF strategies and actively managed stock portfolios, incorporating inverse and leveraged funds as part of its investment approach.

Passive / index investing Active portfolio management
user avatar

Autumn W

Series 65, Series 63

Ludington, MI

Harborfront Financial Group

Autumn Wittlieff is a financial advisor with Harborfront Financial Group in Ludington, MI, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at LPL Financial LLC and has background experience in education and local business. Wittlieff is also a licensed notary. Harborfront Financial Group provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, using a combination of fundamental, technical, cyclical, and economic analysis alongside strategic asset allocation. The firm manages accounts primarily on a discretionary basis and utilizes multiple LPL Financial advisory programs and algorithm-driven managed services.

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