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 63, Series 65, Series 66
Experience Industry experience
37 years
Location
Muskegon, MI 49440
Merrill
Institution
Kimberly Martin is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior partner in the Hammond, Martin, McKeough Group. She and her team serve individual clients, small and middle market businesses, and large corporations by providing a full range of asset management, retirement services, lending and banking services, as well as other financial management products. Their client relationships are founded on integrity, dependability, and trust.
Since joining Merrill Lynch in 1989, Kimberly has gained extensive experience in various areas including corporate benefits, executive services, divorce transition planning, employee benefits planning, institutional consulting, services for endowments, foundations, non-profits, and defined benefit plans. Her team focuses on delivering exceptional service, financial management tools, retirement planning, and investment guidance.
Kimberly holds a Bachelor's Degree from Michigan State University and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a member of the National Association of Plan Advisors. Beyond her professional career, Kimberly has been involved in community organizations such as the West Michigan Symphony as a former board member and currently serves on the board of Women Who Care in Muskegon County, Michigan. In her personal time, she enjoys boating, dancing, gardening, reading, skiing, traveling, and practicing yoga.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Muskegon, MI W Western Ave
380 W Western Ave
Muskegon MI 49440
Advisors at this office
7
Michigan · Texas
37 years of industry experience
Bank Of America, N.A.
2009 - Present • 17 years
Muskegon, MI
Merrill
1989 - Present • 37 years
Muskegon, MI
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Is not active or affiliated with:
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.
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.
Series 65
Spring Lake, MI
First Dollar Saved LLC
Steffanie Osborn is a financial advisor at First Dollar Saved LLC with three years of industry experience. She holds a Series 65 designation and has worked at First Dollar Saved since 2023. The firm provides fee-only financial planning and investment advisory services primarily to individual investors early in their careers or new to investing. First Dollar Saved emphasizes passive, low-cost index funds and ETFs, offering a la carte services that include written investment plans, retirement plan reviews, and brief consultative sessions, while guiding clients through implementation without taking custody of assets.
Series 63, Series 66
Grand Haven, MI
MSDR Partners, LLC
Marc Livernois is a financial advisor with MSDR Partners, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Prior to joining MSDR Partners in 2025, he worked at Epic Trust Investment Advisors, LLC for five years and CUNA Brokerage Services, Inc. for another five years. MSDR Partners is a solo independent registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and a range of ERISA and qualified retirement plan services, with a notable focus on pension consulting and formal ERISA fiduciary work.
Series 63, Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.
Series 65
Muskegon, MI
LFN Advisors Inc.
Michael Markey Jr. is a financial advisor at LFN Advisors Inc. in Muskegon, MI, holding a Series 65 license with 15 years of industry experience. He has been with LFN Advisors since 2013 and is co-founder of Oeconomous, a firm focused on transition planning for advisors. Markey also manages a radio show through Legacy Media Company, LLC. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing financial planning and both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop individualized investment strategies and conducts at least quarterly account reviews.
CFP®, Series 66
Grand Haven, MI
MMG Wealth Management
Melissa Myers is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with MMG Wealth Management in Grand Haven, MI, and previously worked at Bayou Financial Planning, Women’s Wealth Boutique, and LPL Financial. Outside her advisory role, she is involved in education and lifestyle coaching through her business Sunkissed and Blessed, LLC. MMG Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management and financial planning using a combination of passive and active strategies grounded in modern portfolio theory.
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