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Raymond Edward Saari

Advisor at LPL Financial — Springport, MI

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

25 years

Location

Springport, MI 49284

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,440 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Raymond Saari is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked at Homestead Bank and Osaic Institutions (formerly INFINEX INVESTMENTS, INC.). Saari is also the owner of Wohlstand Financial Group, LLC, which he has managed since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Springport, MI

157 E Main St

Springport MI 49284

Advisors at this office

1

Most active in

Michigan · Texas

Work history

25 years of industry experience

LPL Financial

2024 - Present • 2 years

Albion, MI

Homestead Bank

2010 - Present • 16 years

Albion, MI

Osaic Institutions (formerly INFINEX INVESTMENTS, INC.)

2010 - 2024 • 14 years

Albion, MI

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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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® with 15 years of experience in the financial industry, currently serving at Richmond Brothers, Inc. since 2011. He is also involved with the Jackson YMCA Board of Directors as Chief Volunteer Officer and manages a private fund through RBI PI Manager, LLC. Richmond Brothers, Inc. manages approximately $240.6 million for individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, employing diverse investment strategies and sponsoring private placement funds for accredited investors.

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

Todd C

Series 65

Marshall, MI

Wealth Ease Wealth Management

Todd Candelaria is a financial advisor at Wealth Ease Wealth Management with a Series 65 credential and one year of industry experience. He is also the owner of a CPA firm providing tax and accounting services. Prior to joining Wealth Ease Wealth Management, he held positions at firms including Michael F McLain CPA and Plante Moran. Wealth Ease Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a combination of charting, fundamental, and technical analysis in its investment approach and typically manages client assets on a discretionary basis.

Income planning Options & derivatives strategies Founder/Business Owner
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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
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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
user avatar

Austin R

CFP®, Series 65

Marshall, MI

Wealth Ease Wealth Management

Austin Rinard is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Wealth Ease Wealth Management. Prior to founding Wealth Ease in 2025, he worked at Miller Financial Services for 13 years. Outside of financial advising, he co-owns a party rental business called Party Time Events. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses a range of investment methods and instruments, typically operates under discretionary authority, and coordinates estate and income tax planning through third-party professionals.

Income planning Options & derivatives strategies Founder/Business Owner
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