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John Denler Jr.

Advisor at LPL Financial

Updated today

Location

Clinton Twp, MI

Credentials

Series 63, Series 65

Industry experience

33 years

About

John Denler Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2021 and previously spent five years at Centaurus Financial, Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Clinton Twp, MI

Most active in

Michigan

Work history

LPL Financial, LLC

2021 - Present (5 years)

Centaurus Financial, Inc.

2016 - 2021 (5 years)

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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Kenneth Z

Series 63, Series 66

Ann Arbor, MI

Able Wealth Management Solutions LLC

Kenneth Zehnder is a financial advisor with Able Wealth Management Solutions LLC in Ann Arbor, MI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including five years at Waddell & Reed, Inc. before joining his current firm in 2019. Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals, including high net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm combines passive and active investment strategies with fundamental, technical, cyclical, and charting analysis, and offers a range of portfolio management and planning options, including a wrap fee program and employee benefit plan consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Dennis C

Series 65

Manchester, MI

Diversified Consumer Planning

Dennis Crawford is a financial advisor at Diversified Consumer Planning LLC in Manchester, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Diversified Consumer Planning LLC since 1988. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations, including specialized service for active-duty and veteran submariners, finance professionals, and technology-oriented clients. The firm uses a data-centric investment process that combines AI and machine-learning models with fundamental, technical, and quantitative analysis to support active management and weekly portfolio reviews.

Active portfolio management Passive / index investing
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Dillon S

CFP®

Saline, MI

Foresight Capital Management Advisors, Inc.

Dillon Schroeder is a CFP® professional with three years of experience at Foresight Capital Management Advisors, Inc. He has worked exclusively with the firm since 2020 and has prior experience in education and hospitality. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education alongside portfolio management, using mutual funds, model portfolios, and third-party managers to implement asset allocation targets.

Founder/Business Owner Retired
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Laurie S

CFP®, PFS™

Saline, MI

Foresight Capital Management Advisors, Inc.

Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.

Founder/Business Owner Retired
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Patrick C

CFP®

Saline, MI

Foresight Capital Management Advisors, Inc.

Patrick Carney is a CFP® professional with five years of industry experience, currently serving at Foresight Capital Management Advisors, Inc. since 2017. Prior to his financial advisory career, he worked at Busy Bee's Landscaping and Bandits Goalie School. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and uses a combination of mutual fund and model-portfolio selection, third-party managers, and performance benchmarking in its investment approach.

Founder/Business Owner Retired
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Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Jeffrey Condon is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Fairway Investment Group since 2021 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory role, he serves as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves individual clients connected to the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client objectives and combines fundamental, technical, and cyclical analysis without permitting discretionary trading by its advisors at the individual account level.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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