Matthew Behan

Advisor at Edward Jones

Updated today

Location

Cheboygan, MI 49721

Credentials

Series 66

Industry experience

18 years

About

Matthew Behan is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he serves as Rear Commodore of the Cheboygan Yacht Club, where he participates in membership leadership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Inheritance planning Retirement income strategy Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

218 N. Main, Suite 103

Cheboygan, MI 49721

Most active in

Michigan · Texas

Work history

Edward Jones

2007 - Present (19 years)

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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Aaron H

Series 63, Series 66

Cheboygan, MI

OSAIC

Aaron Hesselink is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The O.N. Equity Sales Company and Encore Financial Group. Outside of finance, he owns Halbrand Knifeworks, a metalworking business specializing in handmade medieval accessories. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment solutions through a large network of advisors, utilizing technology-driven portfolio optimization and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Thomas K

Series 63, Series 65

Cheboygan, MI

Cambridge Investment Research Advisors

Thomas Kraut is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at SII Investments, Inc. for 21 years before joining Cambridge in 2017. Kraut also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using various account platforms and investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Ian B

Series 66

Cheboygan, MI

OSAIC

Ian Bancroft is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and over 19 years of industry experience. He has been affiliated with Encore Financial Group since 2007 and joined Osaic in 2024. Outside of his financial career, he is the owner and manager of Cheboygan Sauna LLC, a mobile sauna rental business. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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Daryl H

Series 63, Series 65

Cheboygan, MI

OSAIC

Daryl Hesselink is a financial advisor with Osaic Wealth, Inc. based in Cheboygan, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Savage and Associates, THE O.N. Equity Sales Company, Ohio National Life Insurance Company, and Centennial Associates, Inc. In addition to his advisory work, he is involved in insurance sales and services through his own agency and other affiliated firms. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and uses technology-driven investment processes, managing assets across multiple custodial platforms and providing access to third-party managers and alternative investments.

Annuities Founder/Business Owner Executive Retired
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J L S

Series 66

Cheboygan, MI

Edward Jones

J L Sumpter is a financial advisor at Edward Jones in Cheboygan, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he was self-employed from 2015 to 2018 and served with the Michigan Fraternal Order of Police Labor Council for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nickolas B

Series 63, Series 65

Cheboygan, MI

Morgan Stanley

Nickolas Barris is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

General estate planning guidance
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