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
16 years
Location
Swartz Creek, MI 48473
LPL Financial
Institution
Justin Blevins is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Waddell & Reed, Planmember Securities Corporation, and various insurance carriers. Outside of his advisory work, he is involved in tax preparation through Blevins Tax Services LLC and provides customer support for Intuit TurboTax. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, model portfolios, and utilizes research from multiple sources to support diversified investment strategies.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Swartz Creek, MI Elms Rd
2065 Elms Rd
Swartz Creek MI 48473
Advisors at this office
1
Michigan · Ohio
16 years of industry experience
LPL Financial
2021 - Present • 5 years
Grand Blanc, MI
Various Insurance Carriers For W&R Insurance Agencies
2020 - 2021 • 1 year
Swartz Creek, MI
Waddell & Reed, Inc.
2020 - 2021 • 1 year
Grand Blanc, MI
Planmember Securities Corporation
2016 - 2020 • 4 years
Carpinteria, CA
Michigan Association of Retired School Personnel (MARSP)
2015 - 2020 • 5 years
Lansing, MI
Williams & Co dba Williams and Company Financial Services
2015 - 2020 • 5 years
Grandville, MI
Justin Blevins (Self Employed)
2015 - 2020 • 5 years
Grand Blanc, MI
J.P. Morgan Securities
2012 - 2015 • 3 years
MI
Chase Investment Services Corp.
2011 - 2012 • 1 year
Flint, MI
Waddell & Reed
2010 - 2011 • 1 year
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.
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:
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.
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 63, Series 65
New Lothrup, MI
Faithful Steward Wealth Management, Inc.
Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.
Series 65
Grand Blanc, MI
Retirement Capital Services LLC
Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at firms including Horter Investment Management and Research Money Management, LLC. Schrauben is also the owner of Equity Pro Shop LLC. Retirement Capital Services LLC serves individuals and high-net-worth clients through portfolio management and financial planning, using a blend of analytical techniques and investment strategies that include alternatives and options. The firm operates as a small, solo-advisor practice offering a diverse and higher-risk investment menu.
Series 65
Grand Blanc, MI
Wealth for You Financial, LLC
Jacob Loucks is a financial advisor with Wealth for You Financial, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Barnett Financial and Tax, Foguth Financial Group, and various positions outside the financial sector. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers to align with client objectives and risk tolerances. The firm also maintains affiliated insurance and tax businesses and co-manages approximately $65 million in discretionary assets.
Series 65
Davison, MI
Reliance Asset Management LLC
Lance Arnold is a financial advisor at Reliance Asset Management LLC and holds a Series 65 designation. He has one year of experience in the financial industry and has worked at Senior Care of Michigan for ten years. Outside of advisory work, he has a background in senior care services. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by partnering with a third-party portfolio manager. The firm focuses on model portfolios consisting of no-load mutual funds, ETFs, individual equities, and cash instruments, regularly reviewing client accounts to align investments with documented goals and risk tolerances.
Series 65
Davison, MI
Reliance Asset Management LLC
Travis Maxon is a financial advisor at Reliance Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors LLC and Reliance Asset Management LLC since 2022 and 2026, respectively. Outside of his advisory roles, Maxon is involved in insurance sales through Senior Care of Michigan. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with third-party portfolio managers. The firm focuses on model portfolio selection and ongoing discretionary management using primarily no-load mutual funds, ETFs, individual equities, and cash instruments.
Series 65
Davison, MI
Reliance Asset Management LLC
Todd Hulliberger is a financial advisor at Reliance Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Reliance Asset Management since 2026 and Gradient Advisors since 2019. Additionally, he has been involved in insurance sales at Senior Care of Michigan since 2006. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by collaborating with a third-party portfolio manager. The firm focuses on model portfolios that use no-load mutual funds, ETFs, individual equities, and cash instruments, with ongoing discretionary model selection and periodic client account reviews.
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