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Timothy Grobosky

Advisor at J.P. Morgan Securities — Ann Arbor, MI East Stadium Blvd

Updated today

Credentials

Series 66

Experience

4 years

Location

Ann Arbor, MI 48104

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,440

Across 3,649 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Timothy Grobosky is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America Corporation, Merrill, and The Huntington National Bank. Prior to his financial career, he held various roles in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. The firm’s investment approach combines systematic due diligence and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Occupation focus

Based on J.P. Morgan Securities

Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% $50 million - $100 million: 0.25% $100 million - $250 million: 0.20% $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Ann Arbor, MI East Stadium Blvd

1501 East Stadium Blvd

Ann Arbor MI 48104

Advisors at this office

3

Most active in

Michigan

Work history

4 years of industry experience

J.P. Morgan Securities

2025 - Present • 1 year

Ann Arbor, MI

JPMORGAN Chase Bank, N.A.

2025 - Present • 1 year

Ann Arbor, MI

The Huntington National Bank

2023 - 2025 • 2 years

Ann Arbor, MI

The Huntington Investment Company

2023 - 2025 • 2 years

Columbus, OH

Bank of America Corporation

2022 - 2023 • 1 year

Troy, MI

Merrill

2022 - 2023 • 1 year

Troy, MI

Equitable Financial Life Insurance

2021 - 2022 • 1 year

New York, NY

Equitable Advisors

2021 - 2022 • 1 year

New York, NY

Pancheros Mexican Grill

2019 - 2021 • 2 years

Ann Arbor, MI

Unemployed

2019 - 2019 • 1 year

Ann Arbor, MI

College Work's Painting

2018 - 2018 • 1 year

Dexter, MI

Pancheros Mexican Grill

2017 - 2019 • 2 years

Ann Arbor, MI

Unemployed

2017 - 2017 • 1 year

Ann Arbor, MI

Old Carolina Barbecue

2015 - 2017 • 2 years

Ann Arbor, 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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Robert H

Series 66

Ann Arbor, MI

Wells Fargo Clearing

Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc and Citigroup Global Markets. Outside of his advisory work, he serves on the Advisory Council for the Mott and Voigtlander Children's Hospital in Ann Arbor, where he participates in event planning. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner

Adam D

Series 66, Series 7

Milan, MI

Cetera

Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement Young Professionals FIRE (Financial Independence Retire Early) Mid-Career Professionals
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Kenneth Z

Series 63, Series 66

Ann Arbor, MI

A B L E Wealth Management Solutions Llc

Kenneth Zehnder is a financial advisor at A B L E Wealth Management Solutions LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waddell & Reed, Inc and Merrill. Zehnder has been with A B L E Wealth Management Solutions since 2019. A B L E Wealth Management Solutions provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies and offers portfolio management, pension consulting, and employee benefit plan advisory services.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Robert O

CFP®, CFA®

Ann Arbor, MI

Oliver Financial Planning LLC

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nikhil M

CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

Vedanta Sentinel Investment Advisors

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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