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 66
Experience Industry experience
25 years
Location
Portland, MI
LPL Financial
Institution
Martin Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, Martin manages a tree farm in Six Lakes, Michigan. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
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.
Portland, MI
Portland MI
Advisors at this office
1
Michigan · Texas
25 years of industry experience
LPL Financial
2005 - Present • 21 years
Portland, 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.
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:
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Series 65
Grand Ledge, MI
Rightoak Asset Management, LLC
Cody Rogers is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. He has also worked at Auto-Owners Insurance since 2014. Rogers holds a life insurance agent license in Michigan. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and a mix of investment types, while offering a retirement-plan consulting practice that includes ERISA fiduciary services.
Series 65
Grand Ledge, MI
Rightoak Asset Management, LLC
Jeremy Revard is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Rightoak, he held roles at Vestas, Gradient Securities, Delta Constructors, Saulsbury Industries, KS Industries, and Westcon. In addition to his advisory work, he is involved in engineering design as a 3D modeler for MEP projects and oversees construction quality control through a consulting role. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation, long-term value investing, and employs both fundamental and quantitative analysis while offering specialized retirement-plan consulting and third-party manager oversight.
Series 65
Grand Ledge, MI
Rightoak Asset Management, LLC
Connor Williamson is a financial advisor at Rightoak Asset Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Aldi, Ten Point Financial, and teaching positions at Michigan State University and local schools. He is also licensed as a life insurance agent in Michigan. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, while also offering retirement-plan consulting and coordinating estate-planning through an online platform.
Series 65
Lansing, MI
Shotwell Rutter Baer Inc
Cole Williams is a financial advisor at Shotwell Rutter Baer Inc with a Series 65 designation and one year of industry experience. He previously worked at New York Life and has been involved with Carrabbas Italian Grill since 2017. Shotwell Rutter Baer provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a range of engagement and fee models without minimum portfolio size requirements.
Series 65
Grand Ledge, MI
Rightoak Asset Management, LLC
Ian Elieff is a financial advisor at Rightoak Asset Management, LLC with five years of industry experience. He holds a Series 65 credential and has previously worked at Gradient Securities, Ten Point Financial, and Farm Bureau Insurance. Ian also maintains an insurance agent license in Michigan, dedicating a small portion of his time to that activity. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, incorporating equities, fixed income, mutual funds, ETFs, and alternative investments, while also offering retirement-plan consulting and third-party manager oversight.
Series 65
Lansing, MI
Shotwell Rutter Baer Inc
Jeffrey Rutter is a financial advisor at Shotwell Rutter Baer Inc with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. Shotwell Rutter Baer Inc provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a variety of engagement and fee models without minimum portfolio size requirements.
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