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
25 years
Location
Allen Park, MI 48101
OSAIC
Institution
Peter Gianopoulos is a financial advisor with OSAIC Wealth, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining OSAIC in 2018, he worked for John Hancock Insurance/Signator Investors for 17 years. Gianopoulos is also president of several insurance-related entities offering fixed insurance, life, annuities, and long-term care products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization using various investment strategies and third-party platforms.
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.
$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client
Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.
Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.
Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).
Allen Park, MI Reeck Rd
9841 Reeck Rd
Allen Park MI 48101
Advisors at this office
4
Florida · Michigan · Texas
25 years of industry experience
OSAIC Wealth, Inc
2018 - Present • 8 years
Allen Park, MI
John Hancock Insurance/Signator Investors
2001 - 2018 • 17 years
Southfield, 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.
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.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
Detroit, MI
Jamerson-Crosby Investment Advisors LLC
Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.
CFP®, Series 63, Series 65
Southgate, MI
Worldwide Capital Advisors, LLC
Jason Mcelroy is a CFP® with 16 years of industry experience and is the principal advisor at Worldwide Capital Advisors, LLC. He has been with Worldwide Capital Advisors since 2012 and also operates Downriver Income Tax, a tax preparation and accounting business he founded. Worldwide Capital Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm develops customized investment programs based on client goals and risk tolerances and offers comprehensive to topic-specific financial planning.
CFP®, Series 66
Belmont, MI
Summitview Advisors
Jeffrey Belmonte is a CFP® professional with 17 years of industry experience. He is the sole advisor at Summitview Advisors, an independent firm he has led since 2018. Prior to founding Summitview Advisors, he worked at Advanced Asset Management LLC and provided leadership coaching at 2-0 Leadership Coaching. Summitview Advisors serves individual clients, trusts, qualified retirement plans, corporations, and charitable organizations by offering portfolio management along with comprehensive and project-based financial planning. The firm’s investment approach emphasizes strategic asset allocation combined with fundamental and cyclical analysis and includes a diversified mix of asset classes and investment strategies.
Series 66
Livonia, MI
Grad Wealth Management PLLC
Jeffrey Grad is a financial advisor with Grad Wealth Management PLLC in Livonia, Michigan, holding a Series 66 designation and seven years of industry experience. Prior to founding his current firm, he worked at Founders Financial Securities, LLC. Outside of his advisory role, he owns Grad & Shoemaker, PC, a tax and accounting firm, where he prepares and reviews personal and corporate tax returns. Grad Wealth Management offers comprehensive financial planning, consulting, and retirement plan services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm primarily matches client objectives and risk profiles to third-party model portfolios, overseeing these managers with ongoing reviews and portfolio rebalancing.
Series 66
Canton, MI
Measured Path Capital, LLC.
Anthony Daneshyar is a financial advisor at Measured Path Capital, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Kinetyc, LPL Enterprise, PRUCO Securities, and Populus Group, LLC, following a 22-year career at Ford Motor Company. Measured Path Capital, LLC is a Michigan state-registered investment adviser offering non-discretionary portfolio management, financial planning coordination through third-party firms, and hourly consulting and investment education. The firm emphasizes diversified, low-cost investment vehicles and combines fundamental and technical analysis in its approach, with an emphasis on cost efficiency and long-term suitability.
Series 63, Series 66
Trenton, MI
Bakalis Financial Inc.
Peter Bakalis is the sole advisor at Bakalis Financial Inc. in Trenton, MI, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior work includes roles at D.H. Hill Advisors, DH Hill Securities, Spc, and Sigma Financial Corporation. Outside of financial advising, he has owned and operated Maalouf Salon since 2009 and maintains an independent insurance agency. Bakalis Financial Inc. provides portfolio management services to individual and high-net-worth clients, utilizing a combination of analytic techniques and modern portfolio theory within a long-term trading framework. The firm manages approximately $26 million in client assets and offers both discretionary and non-discretionary investment mandates.
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