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Viktoria Kovacova Wilson

Advisor at Blackridge Asset Management, LLC — Ann Arbor, MI

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Ann Arbor, MI 48108

Blackridge Asset Management, LLC logo

Blackridge Asset Management, LLC

Multi-team

Total advisors

66

Across 47 offices

Clients per advisor

37 Low

Avg AUM per client

$89,087 Very Low

HNW client ratio

1% Very Low

About

Viktoria Wilson is a CFP® professional with seven years of industry experience, currently serving as an Investment Adviser Representative at Blackridge Asset Management, LLC. Her prior roles include positions at Peak Brokerage Services, LLC and MML Investors Services/Spice Financial. Outside of her financial advisory work, she is the President of the Pinckney Aquatic Club and holds a leadership role as President of Insights Toastmasters of Brighton. Blackridge Asset Management provides financial planning, investment management, and consulting services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm operates a network structure, offering tailored portfolio management through affiliated platforms and a range of investment strategies.

Client services

Based on Blackridge Asset Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Blackridge Asset Management, LLC

General tax planning

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Fee options

Fixed

Fixed fees for financial planning and consulting services, agreed in writing before services begin.

Percentage

0.25% to 2.50% annually depending on program, services, account size, and negotiated rate

Commissions

IARs are registered representatives of affiliated broker-dealer and receive commissions on securities and insurance products separate from advisory fees.

Project-based

Up to $250 per hour for financial planning and consulting services.

Other

Account minimum: $7,500 to $25,000 depending on the program; some programs have no minimum

Location

See office

Ann Arbor, MI

455 E Eisenhower

Ann Arbor MI 48108

Advisors at this office

2

Most active in

Michigan

Work history

7 years of industry experience

Peak Brokerage Services, LLC

2021 - Present • 5 years

Jupiter, FL

MML Investors Services/ Spice Financial

2016 - 2021 • 5 years

Jackson, MI

Stay at home mom

2013 - 2016 • 3 years

Ypsilanti, 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. He has worked at Wells Fargo entities since 2009 and spent seven years with Stifel Nicolaus & Co Inc. Henry serves on the advisory council for a children's hospital, participating in event planning. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 financial advisors.

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

Able Wealth Management Solutions LLC

Kenneth Zehnder is a financial advisor with Able Wealth Management Solutions LLC in Ann Arbor, MI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including five years at Waddell & Reed, Inc. before joining his current firm in 2019. Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals, including high net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm combines passive and active investment strategies with fundamental, technical, cyclical, and charting analysis, and offers a range of portfolio management and planning options, including a wrap fee program and employee benefit plan consulting.

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

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
user avatar

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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