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Richard D Lewis II

Advisor at Edward Jones — Flushing, MI Flushing Rd

Updated today

Credentials

Series 66

Experience

5 years

Location

Flushing, MI 48433

Edward Jones logo

Edward Jones

Institution

Total advisors

24,313

Across 14,120 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Richard Lewis II is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Airgas USA, LLC for twelve years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of over 23,700 financial advisors nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Flushing, MI Flushing Rd

1429 Flushing Rd Suite B

Flushing MI 48433

Advisors at this office

1

Most active in

Michigan · Texas

Work history

5 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Unemployed

2020 - 2020 • 1 year

Grand Blanc, MI

Airgas USA, LLC

2008 - 2020 • 12 years

Radnor, PA

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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Ronald J

Series 63, Series 65

New Lothrup, MI

Faithful Steward Wealth Management, Inc.

Ronald Jaster is the sole advisor at Faithful Steward Wealth Management, Inc. in New Lothrup, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Faithful Steward Wealth Management since 2011, following roles at Creative Financial Designs, Inc. and G. A. Repple & Company. Outside of advisory work, he serves as treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management primarily serves individual investors and charitable clients, offering portfolio management, third-party adviser recommendations, and retirement account management. The firm utilizes multiple portfolio platforms, including an actively managed equities and options platform and a faith-based mutual fund platform, combining fundamental and technical analysis with both active and passive strategies.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused
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Kenneth S

Series 65

Grand Blanc, MI

Retirement Capital Services LLC

Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management and Research Money Management, LLC. Schrauben is also the owner of Equity Pro Shop, LLC. Retirement Capital Services LLC serves individuals and high-net-worth clients by providing portfolio management and financial planning. The firm employs diverse investment strategies, including options and alternative vehicles, and typically manages accounts on a discretionary basis with quarterly reporting.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning
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Jacob L

Series 65

Grand Blanc, MI

Wealth for You Financial, LLC

Jacob Loucks is a financial advisor with Wealth for You Financial, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Barnett Financial and Tax, Foguth Financial Group, and various positions outside the financial sector. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers to align with client objectives and risk tolerances. The firm also maintains affiliated insurance and tax businesses and co-manages approximately $65 million in discretionary assets.

General retirement planning General tax planning Cash flow / budgeting
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Lance A

Series 65

Davison, MI

Reliance Asset Management LLC

Lance Arnold is a financial advisor at Reliance Asset Management LLC and holds a Series 65 designation. He has one year of experience in the financial industry and has worked at Senior Care of Michigan for ten years. Outside of advisory work, he has a background in senior care services. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by partnering with a third-party portfolio manager. The firm focuses on model portfolios consisting of no-load mutual funds, ETFs, individual equities, and cash instruments, regularly reviewing client accounts to align investments with documented goals and risk tolerances.

Wealth management
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Travis M

Series 65

Davison, MI

Reliance Asset Management LLC

Travis Maxon is a financial advisor at Reliance Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gradient Advisors LLC. Outside of his advisory role, Maxon is involved in insurance sales through Senior Care of Michigan. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on selecting and managing model portfolios primarily composed of no-load mutual funds, ETFs, individual equities, and cash instruments.

Wealth management
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Todd H

Series 65

Davison, MI

Reliance Asset Management LLC

Todd Hulliberger is a Series 65-licensed financial advisor with Reliance Asset Management LLC and has seven years of industry experience. Prior to joining Reliance Asset Management in 2026, he worked at Gradient Advisors for seven years. He is also involved with Senior Care of Michigan, where he has worked in insurance sales since 2006. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on model portfolios using no-load mutual funds, ETFs, individual equities, and cash instruments, with an investment approach centered on discretionary model selection and periodic client account reviews.

Wealth management
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