Kevin P Mc Glaughlin II

Advisor at Edward Jones — Cadillac, MI Seneca Place

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Cadillac, MI 49601

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kevin Mc Glaughlin II is a financial advisor at Edward Jones in Cadillac, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, he worked at Integrity Viking Funds, Liberty Tax, KSK Inc., and The Spot Minot. Outside of his advisory role, he has been involved with KSK Inc. since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Cadillac, MI Seneca Place

850 Seneca Place

Cadillac MI 49601

Advisors at this office

1

Most active in

Michigan · North Dakota · Texas

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St Louis, MO

Integrity Viking Funds

2023 - 2026 • 3 years

Minot, ND

Liberty Tax

2019 - 2020 • 1 year

Minot, ND

KSK Inc

2019 - Present • 7 years

Minot, ND

The Spot Minot

2016 - 2024 • 8 years

Minot, ND

Unemployed

2016 - 2016 • 1 year

Minot, ND

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

Debora C

CFP®, Series 63, Series 65

Cadillac, MI

Crystal Coast Wealth Advisors LLC

Debora Craig is a financial advisor with Crystal Coast Wealth Advisors LLC in Cadillac, MI, holding a CFP® designation and Series 63 and 65 licenses. She has 26 years of industry experience, including 15 years at Craig Wealth Advisors LLC/Raymond James and prior roles at Cary Stamp & Company/Commonwealth Financial Network and The Leaders Group Inc. Craig is also an author, having written a book on investment planning in 2017. Her firm advises individuals, high-net-worth clients, and business entities through ongoing portfolio management and standalone financial planning, using a long-term, fundamentally based investment approach that incorporates modern portfolio theory and tailored model allocations.

Annuities College savings (529s, UTMA, etc.)
user avatar

Dustin I

Series 66

Cadillac, MI

Mission Financial Group, LLC

Dustin Insley is a financial advisor at Mission Financial Group, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Commonwealth Financial Network. Outside of advisory work, he owns Makena Farm, LLC, a farmland management enterprise in Manton, MI. Mission Financial Group serves individuals, retirement plans, trusts, and businesses by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a discretionary management approach, utilizing asset allocation, sector and security analysis, and a range of investment products while regularly monitoring and rebalancing portfolios.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Rachel G

Series 63, Series 65

Cadillac, MI

FIFTH THIRD SECURITIES, Inc.

Rachel Gilchrist is a financial advisor at Fifth Third Securities, Inc. in Cadillac, MI, holding Series 63 and Series 65 licenses. She has been with Fifth Third Securities since 2025 and has a broader work history including roles at MacDonald Garber Broadcasting, Samaritas Senior Living, and Charter Communications. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, providing access to mutual fund, ETF, SMA, and direct indexing strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Robert G

Series 63, Series 65

Cadillac, MI

Centaurus Financial, Inc.

Robert Grostick II is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2008 and Carroll National Plans since 2005. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar

Patrick C

Series 63, Series 65

Cadillac, MI

Centaurus Financial, Inc.

Patrick Carroll is a financial advisor with Centaurus Financial, Inc. in Cadillac, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Centaurus Financial since 2006 and has operated his own advisory business since 1996. Carroll serves as a board member of the Munson Health Care Community Healthcare Council, the Munson Healthcare Foundation Cadillac Hospital Board, and the Clam Lake Township Downtown Development Authority. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with a mix of discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar

Julianna M

Series 65, Series 63

Cadillac, MI

FIFTH THIRD SECURITIES, Inc.

Julianna Muscarella is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior work experience at Fifth Third Bank, Holiday Inn Express, Tommy Hilfiger, and Wayland Union High School. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering various managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a diverse client base and a broad range of portfolio management options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")