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Lynette Kay Sayler

Advisor at Packerland Brokerage Services, Inc. — Adrian, MI

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Adrian, MI 49221

Packerland Brokerage Services, Inc. logo

Packerland Brokerage Services, Inc.

Multi-team

Total advisors

178

Across 91 offices

Clients per advisor

27 Very Low

Avg AUM per client

$277,427 Very Low

HNW client ratio

23% Typical

About

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Packerland since 2021 and concurrently serves as president of Sayler's Accounting & Tax Spec, Inc., a firm she founded in 1990. Additionally, Sayler serves as an officer and director on the board of the nonprofit organization Lenawee County Mission-Prospectives in Adrian, MI. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, managing over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Client services

Based on Packerland Brokerage Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Packerland Brokerage Services, Inc.

Retirement income strategy Options & derivatives strategies Wealth management

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Fee options

Fixed

Financial planning fixed fees typically range from $500 to $10,000

Commissions

Commissions are earned on securities transactions processed through Packerland's broker-dealer

Project-based

Hourly rates for financial planning typically do not exceed $400/hour

Other

Minimum fee: Financial Planning fees typically range from $500 to $10,000 depending on complexity and arrangement Fee-only: Financial Planning fees charged on fixed fee basis ($500 to $10,000), hourly basis (up to $400/hour), or as a percentage of assets under management, negotiated per client

Location

See office

Adrian, MI

1801 W Maumee St, Suite 200

Adrian MI 49221

Advisors at this office

1

Most active in

Michigan

Work history

29 years of industry experience

Packerland Brokerage Services

2021 - Present • 5 years

Green Bay, WI

Sayler's Accounting & Tax Spec, Inc.

1990 - Present • 36 years

Adrian, MI

Disclosures

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

Business activities & affiliations

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Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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David L

Series 63, Series 66

Adrian, MI

Creative Financial Designs, Inc.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Matthew B

ChFC®, Series 63

Tecumseh, MI

Hantz financial Services, Inc.

Matthew Babcock is a ChFC® with 35 years of industry experience, currently serving at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 1999. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory and broker-dealer activities alongside mortgage and insurance product sales.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Andrew D

Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Andrew Dowding is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Alro and Quicken Loans, as well as educational experience at Wayne State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, businesses, and charitable organizations. The firm uses ETF-based model portfolios supplemented by third-party managers and employs technology-enabled strategies such as automated tax-loss harvesting and AI-assisted data aggregation.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Joseph H

Series 66

Adrian, MI

Key Investment Services LLC

Joseph Hart is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Hantz Financial Services, Inc. for three years before joining Key Investment Services LLC in 2014. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model for portfolio management, with integration of KeyCorp affiliates providing additional financial services and resources.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Christopher R

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles outside of finance such as work at Ottawa Park Golf Course, Boaters Choice, and involvement with the University of Toledo and Devils Lake Yacht Club. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across various risk levels supplemented by third-party managers and employs technologies like Direct Indexing and AI-assisted data aggregation in its advisory services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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