user avatar

Teresa Ann Debeau

Advisor at Robert Baird & Co. — Midland, MI

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Midland, MI 48642

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,623

Across 299 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Teresa Debeau is a financial advisor with Robert Baird & Co. in Midland, MI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Baird since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as the Village President of Merrill, Michigan. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

See office

Midland, MI

3320 Ridgecrest Drive, Ste 100

Midland MI 48642

Advisors at this office

9

Most active in

Florida · Michigan · Texas

Work history

27 years of industry experience

Baird

2019 - Present • 7 years

Midland, MI

Wells Fargo Clearing

2016 - 2019 • 3 years

Midland, MI

WELLS FARGO ADVISORS LLC

2009 - 2016 • 7 years

Midland, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Mark R

CFP®, Series 63

Freeland, MI

Reitz Capital Advisors LLC

Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.

General retirement planning Cash flow / budgeting
user avatar

Corey F

CFA®, ChFC®, Series 63, Series 65

Midland, MI

Ferris Financial Services, L.L.C.

Corey Ferris is a financial advisor with Ferris Financial Services, L.L.C. in Midland, MI, holding CFA® and ChFC® designations and bringing 19 years of industry experience. Prior to founding his current firm, he worked at Hantz Financial Services, Inc. for 18 years. He also operates as an insurance agent and tax advisor through a sole proprietorship. Ferris Financial Services provides discretionary asset management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, employing fundamental analysis and a range of strategies, including option writing, with ongoing portfolio reviews and implementation support.

Active portfolio management Options & derivatives strategies Income planning Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
user avatar

Tyler L

Series 65

Midland, MI

Lyman Financial

Tyler Lyman is a financial advisor at Lyman Financial in Midland, MI, holding a Series 65 designation with three years of industry experience. His work background includes roles at The Dow Chemical Company and Laser Insurance & Elite Financial Group, alongside ongoing involvement with Michigan State University. Lyman Financial provides ongoing financial planning services to individual clients without managing assets or trading accounts. The firm emphasizes a diversified buy-and-hold approach using exchange-traded funds and offers comprehensive planning covering cash flow, debt, insurance, estate, tax, and investment strategies with fixed, non-AUM fees.

Cash flow / budgeting Debt management General estate planning guidance General tax planning Passive / index investing
user avatar

Lee F

ChFC®, Series 63

Bay City, MI

Professional Analysts, LLC

Lee Fickes is a financial advisor at Professional Analysts, LLC with 55 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he was affiliated with Osaic Wealth, Inc. and Triad Advisors, Inc. In addition to financial advising, he owns and operates a tax preparation service. Professional Analysts, LLC provides fee-based financial planning and discretionary portfolio management primarily for individual clients. The firm’s investment approach is based on Modern Portfolio Theory and deliberate asset allocation, with a mixed business model that includes broker-dealer and insurance affiliations as well as limited tax-return services.

General retirement planning Cash flow / budgeting Life insurance needs analysis
user avatar

David B

ChFC®, Series 63, Series 65

Saginaw, MI

Great Lakes Retirement Solutions, Inc.

David Becker is a ChFC® with 37 years of industry experience, currently serving at Great Lakes Retirement Solutions, Inc. since 2025. He previously worked at Securities Equity Group for 15 years and has operated Premier Financial Group since 1999. Becker is president of Mid Michigan Teen Challenge, a Christian rehabilitation organization. Great Lakes Retirement Solutions serves individual and corporate clients with portfolio management, financial planning, and third-party adviser placement. The firm uses Modern Portfolio Theory for asset allocation and offers both discretionary and non-discretionary management, often engaging in co-adviser arrangements to support client oversight.

General retirement planning Income planning
user avatar

Mark F

Series 66

Midland, MI

My Financial Coach, LLC

Mark Fetterolf is a financial advisor at My Financial Coach, LLC in Midland, MI, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Outside of advising, he is a licensed insurance agent. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering continuous portfolio management and standalone planning with a focus on documented client risk tolerances and time horizons.

Options & derivatives strategies Real estate investing Passive / index investing
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")