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Robert Mette

Advisor at LPL Financial

Updated today

Location

Imlay City, MI 48444

Credentials

Series 63, Series 65

Industry experience

17 years

About

Robert Mette is a financial advisor with LPL Financial in Imlay City, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for nine years. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

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

335 East Third Street

Imlay City, MI 48444

Most active in

Michigan

Work history

LPL Financial

2023 - Present (3 years)

Mass Mutual Investors Services

2014 - 2023 (9 years)

MassMutual Life Insurance Company

2014 - 2023 (9 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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Series 63, Series 65

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General retirement planning Social Security optimization Retirement income strategy Active portfolio management Founder/Business Owner
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General retirement planning Social Security optimization Retirement income strategy Active portfolio management Founder/Business Owner
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Imlay City, MI

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Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, PNC Investments, Huntington Financial Advisors, Cetera Investment Advisers, and Fifth Third Securities. Outside of advising, he serves as an adjunct professor teaching finance courses at Southern New Hampshire University and as an assistant chief at the Goodland Township Fire Department. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach, utilizing independent managers, mutual funds, ETFs, and individual securities.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Lonnie M

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Lapeer, MI

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Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Series 66

Lapeer, MI

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Passive / index investing Active portfolio management Wealth management Executive
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Christopher B

Series 63, Series 65

Lapeer, MI

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Wealth management Executive Founder/Business Owner
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