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Raymond Saari

Advisor at LPL Financial

Updated today

Location

Springport, MI 49284

Credentials

CFP®, Series 63, Series 66

Industry experience

25 years

About

Raymond Saari is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2024 and previously spent 14 years with Osaic Institutions and 16 years with Homestead Bank. Outside of his advisory role, he is the owner of Wohlstand Financial Group, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

157 E Main St

Springport, MI 49284

Most active in

Michigan · Texas

Work history

LPL Financial

2024 - Present (2 years)

Homestead Bank

2010 - Present (16 years)

Osaic Institutions (formerly INFINEX INVESTMENTS, INC.)

2010 - 2024 (14 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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