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 66
Experience Industry experience
14 years
Location
Clare, MI 48617
Kingsview Wealth Management, LLC
Multi-team
Justin Cole is a CFP® with 14 years of industry experience, currently serving at Kingsview Wealth Management, LLC. Prior to joining Kingsview, he spent 14 years with Edward Jones. Outside of his advisory role, he co-owns and manages a rental property business with his wife. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm offers tailored portfolio management and employs proprietary model portfolios alongside third-party investment options.
Based on Kingsview Wealth Management, LLC
Based on Kingsview Wealth Management, LLC
Flat fees for financial planning and accounting fees up to $15.00 per quarter or $5.00 per month per account
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Commission from insurance products and futures trading if IARs are licensed; commissions vary
Hourly financial planning fees charged, specific rates not stated
Account minimum: $25,000 Minimum fee: Accounting fee of up to $15.00 per quarter or $5.00 per month per account Fee-only: Financial planning fees starting at $0, negotiable; ongoing consulting fees $500 to $12,500 per quarter, negotiable
Clare, MI
310 E 5th St
Clare MI 48617
Advisors at this office
1
Michigan
14 years of industry experience
Kingsview Wealth Management, LLC
2026 - Present • 1 year
Clare, MI
Kingsview Partners, Llc
2026 - Present • 1 year
Grants Pass, OR
Edward Jones
2012 - 2026 • 14 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.
Accountant / CPA / tax prep
They offer tax and accounting services, 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.
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.
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.
Series 66
Farwell, MI
Fairway Investment Group, LLC
Danielle Haring is an Investment Advisor Representative with Fairway Investment Group, LLC and holds the Series 66 designation. She has two years of industry experience and also works as a teacher at Clare Public Schools. Danielle maintains roles with MEA Financial Services and Paradigm Equities, Inc., alongside her advisory work. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory services using a range of LPL Financial-sponsored programs and operates predominantly on a non-discretionary basis.
Series 66
Gladwin, MI
Benjamin F. Edwards & Company, Inc.
Anna Reihl is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 11 years of industry experience, including 11 years at Edward Jones before joining her current firm in 2026. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services through discretionary and non-discretionary strategies managed internally and by third-party managers.
Series 66
Gladwin, MI
Edward Jones
Dana Ornelas is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of experience at the firm. Based in Gladwin, MI, Ornelas has focused on wealth management services within the institution category. Edward Jones serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.
ChFC®, Series 66
Clare, MI
Edward Jones
Erin Ludwig is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations. Before joining Edward Jones in 2017, she worked at Frontier Communications and Charter Communications. Outside of her advisory role, Ludwig is an assistant coach for elementary girls' basketball and softball with Beal City Youth Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.
Series 66
Clare, MI
Edward Jones
Brianna Bitzer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Meijer for eleven years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, 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.
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