user avatar

Micah K Fannin

Advisor at Private Advisor Group, LLC — Jackson, MI

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Jackson, MI 49203

Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Total advisors

917

Across 420 offices

Clients per advisor

152 Very High

Avg AUM per client

$303,047 Low

HNW client ratio

16% Typical

About

Micah Fannin is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and beginning his advisory career in 2024. His prior experience includes a role at Ferris Financial, affiliated with New York Life, and time spent in academic and personal educational settings. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base, including individuals, trusts, estates, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Occupation focus

Based on Private Advisor Group, LLC

Retired Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.

Percentage

Negotiable up to 2.00% annually

Commissions

Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.

Project-based

Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.

Other

Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.

Location

See office

Jackson, MI

2652 Spring Arbor Rd.

Jackson MI 49203

Advisors at this office

2

Most active in

Michigan

Work history

< 1 year of industry experience

Private Advisor Group, LLC

2026 - Present • 1 year

Morristown, NJ

Ferris Financial (DBA for New York Life)

2024 - 2025 • 1 year

Dover, OH

Cedarville University

2022 - 2025 • 3 years

Cedarville, OH

UnEMPLOYED

2022 - 2022 • 1 year

Jackson, MI

Homeschool

2016 - 2022 • 6 years

Jackson, MI

Disclosures

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

Business activities & affiliations

user avatar

Robert M

Series 63, Series 65

Jackson, MI

RMG Advisory Services

Robert Messner is a financial advisor at RMG Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RMG Advisory Services since 2013. In addition to his advisory role, he operates an individual insurance producer business and provides engineering and business development services through his parent company, The Robert Messner Group, LLC. RMG Advisory Services serves individuals, families, small businesses, trusts, and nonprofit organizations by offering investment management, financial planning, and hourly advice. The firm employs an asset-class, diversification-focused investment approach with long-term strategic allocation and primarily non-discretionary account management.

Wealth management Founder/Business Owner
user avatar

Nicholas R

Series 65

Clarklake, MI

Wittlin Advisory

Nicholas Reynolds is a financial advisor at Wittlin Advisory with eight years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments and Dillon & Associates. Wittlin Advisory is a fee-only investment management firm serving primarily high-net-worth individuals, families, and foundations. The firm customizes portfolios based on client goals and risk tolerance, using fundamental analysis and a variety of investment vehicles including mutual funds, ETFs, private investments, and digital assets.

Private / alternative investments
user avatar

Adriaan V

Series 65

Jackson, MI

Richmond Brothers, Inc.

Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
user avatar

Matthew C

CFP®, Series 63, Series 65

Jackson, MI

Richmond Brothers, Inc.

Matthew Curfman is a CFP® professional with 14 years of industry experience, currently serving at Richmond Brothers, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Jackson, MI. Outside of his advisory role, Curfman serves as Chief Volunteer Officer on the Jackson YMCA Board of Directors and manages a private fund through an affiliated manager. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary approach with customized investment strategies that include discretionary accounts, third-party money-management models, and a range of trading techniques.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
user avatar

Daniel V

CFP®, Series 66

Jackson, MI

Richmond Brothers, Inc.

Daniel Vredeveld is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has been with Richmond Brothers, Inc. in Jackson, MI since 2012. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting through a partnership with an outside Medicare solutions team. The firm uses an individualized fiduciary approach incorporating various investment strategies and may delegate model execution to sub-advisers.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
user avatar

David R

ChFC®, Series 63, Series 65

Jackson, MI

Richmond Brothers, Inc.

David Richmond is a ChFC® credentialed financial advisor with Richmond Brothers, Inc. in Jackson, MI, where he has worked for 15 years. He has 17 years of industry experience. Outside of advising, he serves on the boards of the Lingap Children's Foundation and BioVentrix, Inc., and is an independent insurance agent specializing in fixed life insurance, long-term care, and fixed annuities. Richmond Brothers, Inc. serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs an individualized, fiduciary approach using a variety of investment strategies and sponsors private placement funds managed through an affiliated manager.

Medicare planning Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement Established Professionals
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")