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
3 years
Location
Manistee, MI 49660
Edward Jones
Institution
Laurie Blevins is a financial advisor with Edward Jones in Manistee, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Laurie worked at Morton Salt for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Manistee, MI 263 River St
263 River St
Manistee MI 49660
Advisors at this office
3
Michigan · Texas
3 years of industry experience
Edward Jones
2023 - Present • 3 years
Manistee, MI
Morton Salt
2015 - 2023 • 8 years
Manistee, 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.
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.
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.
Series 65
Manistee, MI
Independent Financial Partners
Luke Kooy is affiliated with Independent Financial Partners and holds a Series 65 designation. He has no industry experience in financial advising but has been involved with Poke Packs LLC/Up North Collectors since 2021, and previously worked at Dempsey Manor, Manistee High School, and Manistee Golf & Country Club. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent representatives nationwide. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and has notable retirement-plan advisory and pension consulting capabilities.
Series 65
Manistee, MI
Independent Financial Partners
Mason Callesen is a financial advisor with Independent Financial Partners, holding a Series 65 credential and three years of industry experience. His work history includes roles at Callesen Wealth Management and Fifth Third Bank. He is also a reservist in the Michigan National Guard. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm serves a broad client base including individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.
Series 65
Manistee, MI
Independent Financial Partners
Jandin Miller is a financial advisor with Independent Financial Partners, holding a Series 65 designation and eight years of industry experience. He has worked at Callesen Wealth Management and Independent Financial Partners since 2014. Miller serves as a board member for two traditional bowhunting organizations, contributing to event coordination and organizational activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad range of clients with customizable investment approaches and notable retirement-plan advisory and pension consulting capabilities.
Series 63, Series 65
Manistee, MI
Independent Financial Partners
Nicholas Callesen is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes ten years at LPL Financial and roles at IFP Securities and Independent Financial Partners since 2014. He serves as treasurer for Tiny Developers, an organization that builds tiny homes for the homeless, and is a board member of The Callesen Foundation, a family charitable nonprofit. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports independent advisors nationwide. The firm is notable for its retirement-plan advisory and pension consulting capabilities, managing over $12 billion in assets as of the end of 2024.
Series 66
Manistee, MI
Edward Jones
William Postma is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked previously at Kanai Wealth Management Group (Cetera Wealth Services), TD Ameritrade, and Lake Michigan Credit Union. Postma returned to Edward Jones in 2025 after an earlier tenure from 2017 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
CFP®, Series 63, Series 65, Series 66
Manistee, MI
LPL Financial
John Lugauer is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously spent 18 years with Investment Centers Of America, Inc. He maintains a private business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a network of investment adviser representatives utilizing model portfolios, third-party subadvisors, and customizable strategies.
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