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 65
Experience Industry experience
28 years
Location
Tampa, FL 33624
Lifemark Securities Corp.
Multi-team
Michael Minter is a financial advisor with Lifemark Securities Corp. in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked with Mintco Financial, Inc. since 2001 and Lifemark Securities Corp. since 2009. Minter is also an independent insurance agent and managing partner of Elite Independence Group, LLC, involved in insurance sales and financial planning. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering a range of programs including Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments and managed on discretionary or non-discretionary bases.
Based on Lifemark Securities Corp.
Based on Lifemark Securities Corp.
Financial planning flat fees typically range from $250 to $5,000 depending on complexity; also one-time fees possible.
$0+: IAR fee from 0.35% to 0.5% depending on asset level, maximum cannot exceed 2.0%; client fee may exceed 2.0% due to add-ons N/A - N/A: IAR fees are negotiable and may be discounted or premium based on complexity and require preapproval
Yes, as broker-dealer, commissions earned by IARs on commissionable products sold outside advisory services.
Financial planning hourly fees typically range from $100 to $500 per hour.
Minimum fee: Minimum annual account fees may apply depending on the custodian or platform used; specific amounts not stated. Fee-only: Yes, investment advisory services fees payable as percentage of assets; IAR fees negotiated within stated ranges; no commissions on advisory services.
Tampa, FL
3903 Northdale Blvd, Ste 100E
Tampa FL 33624
Advisors at this office
1
Florida · New York · Texas
28 years of industry experience
Mintco Financial, Inc.
2011 - Present • 15 years
Tampa, FL
Lifemark Securities Corp.
2009 - Present • 17 years
Rochester, NY
Mintco Financial Inc.
2001 - Present • 25 years
Buffalo, NY
INDEPENDENT INSURANCE AGENT
1997 - Present • 29 years
Buffalo, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Verified by Warmer
CFP®, Series 66, CIMA®
Tampa, FL
Hunt Wealth
Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.
Verified by Warmer
Book time directly with this advisor
CFP®, Series 63, Series 66
Clearwater, FL
Csenge Advisory Group, LLC
Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.
Verified by Warmer
CFP®, Series 63, Series 65
Tampa, FL
Dwf Wealth Management
Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.
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Book time directly with this advisor
CFP®, Series 63, Series 66
Tampa, FL
Water Street Wealth Management
Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment. Water Street Wealth Management at Farther [email protected] 813.484.7877 www.waterstreetwealth.com
Verified by Warmer
Series 66, Series 7
Tampa, FL
Valic Financial Advisors
Luke Mcananey is a financial advisor with Corebridge. He holds Series 66, Series 7 and FL 215 designations. He has previously worked at Cary Street Partners & Raymond James. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School. Corebridge Financial primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.
Verified by Warmer
CPWA®, Series 7, Series 66
Tampa, FL
Merrill
Enzo Cespedes-Correa is an Assistant Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management in Tampa, FL. He is a Certified Private Wealth Advisor® professional with experience in financial services since 2017 across five major banks & investment firms. Academic background includes an MBA and Bachelor’s in Finance from Florida International University and a CPWA® from the Yale School of Management. His expertise includes tax minimization strategies, portfolio management, wealth transfer, banking integration, and lending services.
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