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Kevin Michael Priddy

Advisor at LPL Financial — Coopersville, MI Main Street

Updated today

Credentials

Series 63, Series 66

Experience

19 years

Location

Coopersville, MI 49404

LPL Financial logo

LPL Financial

Institution

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Kevin Priddy is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with LPL Financial since 2007 and previously worked as an independent financial advisor from 2008 to 2017. Outside of his advisory role, he is involved in oil and gas exploration through Huntington Oil LLC and works as a tax associate at Intuit Turbo Tax. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from LPL Research and third-party subadvisors, with both discretionary and non-discretionary management options.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

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.

Location

See office

Coopersville, MI Main Street

309 Main Street

Coopersville MI 49404

Advisors at this office

2

Most active in

Michigan · Pennsylvania · Texas

Work history

19 years of industry experience

Independent Financial Advisors

2008 - 2017 • 9 years

Livonia, MI

LPL Financial

2007 - Present • 19 years

Coopersville, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ryan J

CFP®, Series 65

Grand Rapids, MI

XYPN Sapphire

Ryan Johnson is the founder of Hundred Financial Planning, where he works with high-earning individuals and families to bring more clarity, intentionality, and confidence to their financial lives. His approach goes beyond investments, helping clients navigate the intersection of money, career, family, and long-term decision making with practical, personalized guidance on everything from taxes, benefits, investments, and more. Ryan is passionate about simplifying complex financial topics and regularly shares educational content online focused on helping people make smarter decisions with their money. Outside of work, he enjoys strength training, golf, reading, and spending time with his wife and children in West Michigan.

Inherited wealth College savings (529s, UTMA, etc.) Roth conversion strategy RSUs / ISOs / NSOs Early retirement planning Technology Professional Doctor or Medical Professional Self-Employed Attorney Executive HENRY (High Earners, Not Rich Yet) Young Professionals Mid-Career Professionals
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Thaddeus P

CFP®, Series 63, Series 65

Grand Rapids, MI

Advance Wealth Management Service, LLC

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy General estate planning guidance General tax planning Options & derivatives strategies
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Adam L

Series 66

Spring Lake, MI

SkySail Wealth Management LLC

Adam Laakko is a financial advisor at SkySail Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, and MassMutual MidMichigan. Laakko also maintains a registered representative role to service clients with variable annuities, mutual funds, 529 plans, and brokerage accounts. SkySail Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, using a variety of analytical methods and implementing both long- and short-term trading strategies. The firm requires clients to custody assets at Schwab Institutional and offers participant account management through a third-party platform.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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Jerome M

Series 65

Sparta, MI

Compound Value Advisers, LLC

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Passive / index investing Options & derivatives strategies Real estate investing Founder/Business Owner
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Robert B

Series 63, Series 65

Grand Rapids, MI

Robert Charles Capital Management

Robert Boylen is the sole advisor at Robert Charles Capital Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has managed at Robert Charles Capital Management since 2016. Robert Charles Capital Management provides discretionary investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a targeted asset allocation approach using individual securities, ETFs, and index funds, integrating fundamental, technical, and qualitative analysis to manage accounts on a discretionary basis.

Wealth management General estate planning guidance General tax planning Retirement income strategy Cash flow / budgeting Founder/Business Owner Retired
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Christopher V

Series 65

Grand Rapids, MI

Villaire Financial, LLC

Christopher Villaire is the sole advisor at Villaire Financial, LLC in Grand Rapids, MI. He holds a Series 65 designation and has four years of industry experience, including prior work at Tina's Catering, Inc. and ongoing studies since 2012. Villaire Financial, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and business owners. The firm employs a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis, generally using a long-term trading approach with documented risk tolerance and regular rebalancing.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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