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 63, Series 66
Experience Industry experience
28 years
Location
Big Rapids, MI 49307
Edward Jones
Institution
Steven Miller is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Big Rapids, MI Maple Street
414 Maple Street Suite B
Big Rapids MI 49307
Advisors at this office
1
Michigan · Texas
28 years of industry experience
Edward D. Jones & Co., L.P.
1998 - Present • 28 years
Big Rapids, 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.
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.
Is not active or affiliated with:
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, Series 65
Chase, MI
BFC PLANNING, Inc.
Carrie Strongheart is a financial advisor at BFC PLANNING, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Institutional Securities Corp and operates Strongheart Financial, a budgeting and retirement needs analysis service. She also has involvement in publishing through Taylor & Francis Group, LLC. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 advisors. The firm offers financial planning, portfolio management, and access to various investment platforms and sub-advisory programs.
CFP®, ChFC®, Series 63, Series 65
Reed City, MI
Harbour Investments, Inc.
Jon Lebaron is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Harbour Investments, Inc. since 2011 and also operates Lebaron Financial Group, which has been active since 2002. Outside of his advisory work, he serves as a director for the Osceola Indian Club, Inc., a property management organization in Michigan. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.
CFP®, Series 63, Series 66
Mecosta, MI
Kingsview Wealth Management, LLC
Andrew Butler is a CERTIFIED FINANCIAL PLANNER™ with 22 years of industry experience. He has worked at Edward Jones from 2004 to 2026 before joining Kingsview Wealth Management, LLC in 2026. Butler holds Series 63 and Series 66 licenses and is based in Mecosta, Michigan. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group, providing access to a wide range of investment strategies and third-party managers.
Series 66
Mecosta, MI
Kingsview Wealth Management, LLC
Elizabeth Gill is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 18 years before joining Kingsview in 2026. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management. The firm offers tailored portfolio management and utilizes proprietary model portfolios, ETFs, and partnerships to support client portfolios.
Series 66
Mecosta, MI
Kingsview Wealth Management, LLC
Grace Timmers is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for four years and has a background that includes education at Grand Canyon University and work in the restaurant industry. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio management team.
Series 66
Reed City, MI
Harbour Investments, Inc.
Preston Baker is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LeBaron Financial Group, as well as roles in local government and education. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)