Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Ludington, MI 49431
RFG Advisory, LLC
Multi-team
Russell Schade is a Series 65-licensed financial advisor with RFG Advisory, LLC in Ludington, MI, with one year of industry experience. Prior to joining RFG Advisory, he held various roles including positions at Central Michigan University and West Shore Community College. He is also associated with Sable Point Wealth Management as a DBA of RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, including proprietary models and alternative investments.
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Flat fees charged for financial planning and consulting based on complexity and scope; will not exceed $50,000.
$0+: up to 2.35%, negotiated by Financial Advisor (flat, linear or tiered fee schedules possible) $0+: up to 0.50% RFG annual platform fee included in advisory fee $0+: Bluemonte sub-adviser fee of 0.15% per annum on Bluemonte Funds $0+: Third-party manager strategist fees vary from 0% to 1.0% $0+: Third-party platform fees included in RFG platform fee; SMArtX accounts under $10,000 incur additional $10/month platform fee
Some Financial Advisors are also registered representatives and/or licensed insurance agents earning commissions on sales of securities and insurance products.
Hourly charges may be applied for consulting but specific rates are not clearly stated.
Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity and Schwab; no service fee on Pontera accounts. Fee-only: Financial planning and consulting fees are flat fees negotiated between Financial Advisor and Client, typically not exceeding $50,000; payable monthly, quarterly, semi-annually, one-time or split fees.
Ludington, MI
5726 W Us 10
Ludington MI 49431
Advisors at this office
2
Michigan · Texas
1 year of industry experience
RFG Advisory dba Sable Point Wealth Management
2025 - Present • 1 year
Ludington, MI
RFG Advisory dba Sable Point Wealth Management
2024 - 2025 • 1 year
Ludington, MI
Central Michigan University
2023 - 2025 • 2 years
Mount Pleasant, MI
West Shore Community College
2022 - 2023 • 1 year
Scottville, MI
Larsen's Landscaping
2021 - 2023 • 2 years
Scottville, MI
West Shore Community College
2020 - 2023 • 3 years
Scottville, MI
Mason County High School
2019 - 2022 • 3 years
Scottville, MI
City of Scottville
2019 - 2020 • 1 year
Scottville, MI
Self Employed
2017 - 2022 • 5 years
Scottville, MI
Unemployed
2015 - 2019 • 4 years
Scottville, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Ludington, MI
Plaisier Financial Group LLC
Jana Plaisier is a financial advisor with Plaisier Financial Group LLC in Ludington, MI, holding a Series 63 designation and 39 years of industry experience. She has operated her own financial advisory firm since 2002 and is involved in related businesses including tax preparation and affiliate marketing. Additionally, she serves as a skincare consultant for Rodan and Fields on a limited basis. Plaisier Financial Group provides portfolio supervisory services, investment advice, and financial planning to individuals, retirement accounts, charitable organizations, and business entities. The firm customizes investment recommendations based on client objectives and risk tolerance, emphasizing diversification and continuous account monitoring.
Series 65
Ludington, MI
Middle Coast Investing LLC
Jonathan Liss is a financial advisor with Middle Coast Investing LLC holding a Series 65 designation. He has five years of experience as a contributor at Seeking Alpha. Middle Coast Investing serves individual and high-net-worth clients by offering discretionary portfolio management and tailored advisory services. The firm employs strategic ETF allocation and active equity strategies, managing a diverse range of instruments with regular portfolio reviews and client meetings.
Series 63, Series 65
Ludington, MI
Harborfront Financial Group
Elizabeth De Kuiper is a financial advisor at Harborfront Financial Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 20 years before joining Harborfront Financial LLC in 2024. Harborfront Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis, utilizing strategies from long-term asset allocation to shorter-term trading, often through discretionary model portfolios and third-party strategies available via LPL programs.
CFP®, Series 63, Series 65
Ludington, MI
Harborfront Financial Group
Raymond Janish is a CFP® with 30 years of industry experience. He currently serves at Harborfront Financial Group, joining the firm in 2024 after 22 years with LPL Financial LLC. Outside of his advisory work, he is involved in farming beef cattle for 4-H through Janish Farms LLC. Harborfront Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm employs a range of investment strategies, including long-term asset allocation and shorter-term trading, and utilizes discretionary model portfolios and third-party strategies through LPL Financial-sponsored programs.
Series 65
Ludington, MI
Middle Coast Investing LLC
Daniel Shvartsman is the sole advisor at Middle Coast Investing LLC, an independent registered investment adviser based in Ludington, MI. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Investing.com and Shortman Studios, as well as eight years contributing to Seeking Alpha. Middle Coast Investing LLC manages approximately $12.1 million in client assets, serving individual and high-net-worth clients with discretionary portfolio management. The firm employs both passive, index-based ETF strategies and actively managed stock portfolios, incorporating inverse and leveraged funds as part of its investment approach.
Series 65, Series 63
Ludington, MI
Harborfront Financial Group
Autumn Wittlieff is a financial advisor with Harborfront Financial Group in Ludington, MI, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at LPL Financial LLC and has background experience in education and local business. Wittlieff is also a licensed notary. Harborfront Financial Group provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, using a combination of fundamental, technical, cyclical, and economic analysis alongside strategic asset allocation. The firm manages accounts primarily on a discretionary basis and utilizes multiple LPL Financial advisory programs and algorithm-driven managed services.
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