Advisor at Equitable Advisors
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.
Location
Mount Pleasant, MI 48858
Credentials
Series 63, Series 65
Industry experience
48 years
Thomas Rudert is a financial advisor with Equitable Advisors in Mount Pleasant, MI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he is an officer and part owner of Advanced Benefit Design Group and serves as an administrator or trustee for several estates and trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerance.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
304 East Broadway, Suite 200
Mount Pleasant, MI 48858
Michigan
Equitable Advisors
1999 - Present (27 years)
Axa Advisors, Llc
1999 - 2020 (21 years)
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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 65
Mt Pleasant, MI
Convert Financial Services LLC
Shawn Stressman is a financial advisor at Convert Financial Services LLC with four years of industry experience. He holds a Series 65 designation and has a background in accounting and tax preparation, currently serving as manager of CHPM, PC, an independent retail pharmacy group, and president of Stressman CPA PLLC, which provides tax preparation and bookkeeping services. His prior work includes roles at several CPA firms dating back to 2014. Convert Financial Services LLC is a fee-only, state-registered investment adviser serving individuals, including high-net-worth clients, and small businesses. The firm focuses on portfolio management, retirement and financial planning, and consulting, utilizing index-based investment strategies combined with fundamental, technical, and quantitative analysis, primarily on a non-discretionary basis.
Series 65
Mt. Pleasant, MI
Schafer Investment Group, Inc.
Chad Schafer is the principal of Schafer Investment Group, Inc. in Mt. Pleasant, MI, and holds a Series 65 designation. He has experience as a CPA and has operated his own accounting firm, Chad M Schafer, CPA, PC, since 2019. Schafer also serves as treasurer and board member for Isabella Community Credit Union. Schafer Investment Group, Inc. offers discretionary and non-discretionary investment management along with financial planning and consulting to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with a primarily long-term investment approach while allowing shorter-term trades as needed.
CFP®
Mt. Pleasant, MI
RFM Financial Solutions, LLC
Michael Harter is a CFP® professional with 15 years of experience, currently serving at RFM Financial Solutions, LLC since 1999. He also has a long tenure at Robert F. Murray & Company, CPAs, where he has worked since 1991. RFM Financial Solutions provides portfolio management, pension consulting, and financial planning services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm emphasizes client-specific investment policies, primarily using no-load mutual funds and ETFs, and offers both discretionary and non-discretionary management options.
CFP®
Mt. Pleasant, MI
RFM Financial Solutions, LLC
Justin Cook is a CFP® professional with six years at RFM Financial Solutions, LLC and an additional six years of experience at Ross Accounting, totaling 12 years in the financial industry. He is based in Mt. Pleasant, MI. RFM Financial Solutions serves a diverse client base including individual investors, pension and retirement plan sponsors, corporations, and charitable organizations. The firm focuses on personalized investment policies primarily implemented through no-load mutual funds and ETFs, with regular account reviews and client-imposed investment restrictions.
ChFC®, Series 63
Mt Pleasant, MI
Rise Wealth Advisors, Inc.
Mark Zitzelsberger is a financial advisor with LPL Financial based in Mount Pleasant, MI. He holds the ChFC® designation and has 42 years of industry experience. He has been associated with LPL Financial and its predecessor firms since 1999 and has worked at Total Investment Planners, Inc. since 2000. He serves on the Michigan Class D Cross Country Coaches Association board. 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 and a large network of investment adviser representatives.
Series 66
Mt Pleasant, MI
Rise Wealth Advisors, Inc.
Bryce Roebke is a financial advisor at Rise Wealth Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Total Investment Planners, LPL Financial, The Stow Company, and Ernst & Young LLP. Rise Wealth Advisors, Inc. is an independent investment advisory firm that provides financial planning and consulting services. The firm operates with a team of four advisors.
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