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Justin Nathan Petersmark

Advisor at Private Advisor Group, LLC — Ann Arbor, MI

Updated today

Credentials

Series 66

Experience

3 years

Location

Ann Arbor, MI 48104

Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Total advisors

921

Across 420 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

About

Justin Petersmark is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has prior roles at LPL Financial LLC and Petersmark Financial Network. His background includes work in technology and academia with LEEDARSON IOT Technologies and the University of Michigan. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies through proprietary platforms and third-party managers.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Expertise

Based on Private Advisor Group, LLC

Annuities

Occupation focus

Based on Private Advisor Group, LLC

Founder/Business Owner

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Fee options

Fixed

Flat fee arrangements possible for certain services or periods, subject to negotiation.

Percentage

$0 - 'level set in client agreement': Negotiated up to a maximum of 2.00% annually for non-wrap accounts $0 - 'level set in client agreement': Up to 2.25% annually for wrap accounts

Commissions

Commissions charged on securities transactions if clients engage certain IARs in their capacity as registered representatives of LPL; Firm receives no part of these commissions.

Project-based

Hourly fees for financial planning and consulting services, negotiable based upon scope of services.

Subscriptions

Subscription-based payment plans available for financial planning and consulting services.

Other

Minimum fee: The Firm does not generally require an annual minimum fee or asset level for investment advisory services, but can reduce its annual minimum fee or charge a lesser fee based on various criteria. Fee-only: Negotiable fees including fixed fees, hourly fees, or subscription-based payment plans for financial planning and consulting services.

Location

See office

Ann Arbor, MI

2950 S.State St. Suite 360

Ann Arbor MI 48104

Advisors at this office

3

Most active in

Michigan

Work history

3 years of industry experience

Private Advisor Group, LLC

2023 - Present • 3 years

Morristown, NJ

LPL Financial LLC

2022 - Present • 4 years

Ann Arbor, MI

Petersmark Financial Network

2022 - Present • 4 years

Ann Arbor, MI

LEEDARSON IOT Technologies

2021 - 2022 • 1 year

Smyrna, GA

University of Michigan

2020 - 2021 • 1 year

Ann Arbor, MI

Mussio Painting

2019 - 2020 • 1 year

Ann Arbor, MI

University of Michigan

2017 - 2019 • 2 years

Ann Arbor, MI

Sears

2016 - 2017 • 1 year

Ann Arbor, 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

Robert H

Series 66

Ann Arbor, MI

Wells Fargo Clearing

Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo entities since 2009 and spent seven years with Stifel Nicolaus & Co Inc. Henry serves on the advisory council for a children's hospital, participating in event planning. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 financial advisors.

Retired Founder/Business Owner

Adam D

Series 66, Series 7

Milan, MI

Cetera

Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement Young Professionals FIRE (Financial Independence Retire Early) Mid-Career Professionals
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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
user avatar

Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Robert O

CFP®, CFA®

Ann Arbor, MI

Oliver Financial Planning LLC

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Nikhil M

CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

Vedanta Sentinel Investment Advisors

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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