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Robert Scott Mette

Advisor at LPL Financial — Imlay City, MI East Third Street

Updated today

Credentials

Series 63, Series 65

Experience

17 years

Location

Imlay City, MI 48444

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

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 from 2014 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

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

Imlay City, MI East Third Street

335 East Third Street

Imlay City MI 48444

Advisors at this office

1

Most active in

Michigan

Work history

17 years of industry experience

LPL Financial

2023 - Present • 3 years

Imlay City, MI

MML Investors Services, LLC

2014 - 2023 • 9 years

Imlay City, MI

MassMutual Life Insurance Company

2014 - 2023 • 9 years

Imlay City, MI

New England Securities

2011 - 2014 • 3 years

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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Joseph V

Series 63, Series 65

Metamora, MI

Vitale Wealth Management

Joseph Vitale is a financial advisor at Vitale Wealth Management in Metamora, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated under American Retirement Advisors, Inc. dba Vitale Wealth Management since 2016. In addition to his advisory role, Vitale is an owner and insurance agent at American Retirement Solutions and is involved in a real estate brokerage, Trinity Realty Inc. Vitale Wealth Management serves individual and high-net-worth clients with discretionary asset management and hourly financial planning. The firm manages approximately $101.8 million in discretionary assets, employs model-based portfolios with various analytical approaches, and maintains co-advisor relationships to implement select strategies.

General retirement planning Social Security optimization Retirement income strategy Active portfolio management Founder/Business Owner
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Nicholas H

Series 66

Metamora, MI

Vitale Wealth Management

Nicholas Harajli is a Series 66-registered advisor at Vitale Wealth Management with two years of industry experience. He previously worked at Hantz Financial Services and United Wholesale Mortgage, and earlier held roles at Best Buy. Vitale Wealth Management serves individual and high-net-worth clients through discretionary asset management and hourly financial planning. The firm manages approximately $101.8 million in discretionary assets across about 383 client relationships, using model-based portfolios and multiple analytical approaches while maintaining co-advisor partnerships for select strategies.

General retirement planning Social Security optimization Retirement income strategy Active portfolio management Founder/Business Owner
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Michael A

Series 66

Imlay City, MI

MDRN Capital

Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Edward Jones, PNC Investments, and Huntington Financial Advisors. Outside of advisory work, he serves as an adjunct professor at Southern New Hampshire University and is an assistant chief at the Goodland Township Fire Department. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm focuses on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs, with ongoing oversight and flexibility for tactical adjustments.

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

Series 63, Series 65

Lapeer, MI

IP Financial Advisory Services LLC

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

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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David N

Series 66

Metamora, MI

MissionSquare Retirement

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Mark P

Series 66

Lapeer, MI

PNC Wealth Management

Mark Prainito is a financial advisor at PNC Wealth Management with a Series 66 credential and two years of industry experience. His prior work includes positions at Bank of America, Merrill, The Huntington National Bank, and Florida Funding, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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