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 63, Series 65
Experience Industry experience
38 years
Location
Port Huron, MI 48060
Oppenheimer
Enterprise
Jeffrey Rancilio is a financial advisor at Oppenheimer with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Oppenheimer since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.
Based on Oppenheimer
Based on Oppenheimer
Financial planning fees up to $10,000 depending on complexity; updates and other services at negotiated rates
MF/ETFs only - $10,000+: up to 2.5% (FAM maximum fee) Multi-security - $50,000+: up to 2.5% (FAM maximum fee) Include Bonds - $100,000+: up to 2.5% (FAM maximum fee) MF/ETFs only - $10,000+: up to 2.25% (Preference maximum fee) Multi-security - $25,000+: up to 2.25% (Preference maximum fee) Include Bonds - $100,000+: up to 2.25% (Preference maximum fee) Consulting Services+: up to 1.00% annually Retirement Services+: up to 1.00% annually
FAM accounts charge commissions on certain transactions; Alpha program charges commissions on transactions executed by Oppenheimer as per standard commission table
Account minimum: $10,000 for MF/ETFs only accounts (lowest stated minimum); higher minimums apply for multi-security and bond-inclusive accounts (up to $100,000) depending on program Minimum fee: Minimum annual fee of $250 for FAM and Preference accounts; waived if account is at least $50,000 or household accounts total at least $250,000 (FAM) or if account is at least $50,000 or household accounts at least $250,000 (Preference)
Port Huron, MI
810 Michigan Street
Port Huron MI 48060
Advisors at this office
4
Indiana · Michigan · Texas
38 years of industry experience
Oppenheimer
1999 - Present • 27 years
Port Huron, 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.
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.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 65
Fort Gratiot, MI
Insight Folios
Ryan Mc Neill is a financial advisor at Insight Folios with eight years of industry experience. He holds a Series 65 designation and has worked at Legacy Life Financial, Insight Folios, Brookstone Capital Management, and Great Lakes Insurance. In addition to his advisory role, he is an insurance producer involved in the sale of life and health insurance and annuity products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm serves other registered investment advisers through sub-advisory relationships and employs a team-based approach supplemented by proprietary planning software and artificial intelligence tools.
CFP®, Series 63, Series 65
Port Huron, MI
Mariner Independent
Michael Glenn is a CFP® with 25 years of industry experience, currently affiliated with Mariner Independent in Port Huron, MI. His prior roles include positions at Huntington National Bank and Oppenheimer. He also offers investment services through Sterling Private Wealth and Mariner Platform Solutions. Mariner Independent serves individuals, trusts, pension plans, and charitable organizations through a network of investment adviser representatives, providing financial planning, portfolio management, and access to a broad range of investment tools and affiliated business services.
Series 65
Port Huron, MI
Mariner Independent
Christine Newberry is a financial advisor at Mariner Independent with a Series 65 designation and over 20 years of experience, including a long tenure at Huntington National Bank. She has been affiliated with Mariner Platform Solutions and Sterling Private Wealth since 2025. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides access to model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated private funds.
Series 66
Wales, MI
SPC
Bailey Spencer is a financial advisor at SPC with a Series 66 designation and five years of industry experience. Prior to joining SPC, Bailey worked at Sigma Financial Corporation and held various roles at other companies including Rei and LAZ Parking. Outside of financial advising, Bailey also works part-time as a food delivery driver for Door Dash. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network serving over 30,000 clients and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other programs.
CFP®, ChFC®, Series 63, Series 65
Lakeport, MI
Osaic Advisory Services, LLC
Todd Shivers is a CFP® and ChFC® with 26 years of industry experience. He currently serves as an advisor at Osaic Advisory Services, LLC and has held prior roles at Sigma Financial Corp and SPC. He is also president of Todd Shivers Financial Services, Inc., which sells life, health, long-term care insurance, and annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing fundamental and technical analysis alongside tactical trading and direct indexing strategies.
Series 66
Port Huron, MI
Oppenheimer
Ryan Charron is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of advisory programs including asset management, consulting, and retirement services, using strategic and tactical asset allocation alongside manager selection and portfolio reviews.
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