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Credentials
Series 63, Series 65
Experience Industry experience
7 years
Location
Battle Creek, MI 49015
The huntington Investment company
Enterprise
Whitney Crabtree is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise, The Huntington National Bank, and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet platform.
Based on The huntington Investment company
Based on The huntington Investment company
$0 - $250,000: Foundations Program: 1.50% $250,001 - $400,000: Foundations Program: 1.35% $400,001 - $650,000: Foundations Program: 1.20% $650,001 - $1,150,000: Foundations Program: 1.00% $1,150,001 - $4,150,000: Foundations Program: 0.85% $4,150,001+: Foundations Program: 0.75% $0 - $100,000: GPS Select Program: 1.50% $100,001 - $250,000: GPS Select Program: 1.35% $250,001 - $500,000: GPS Select Program: 1.20% $500,001 - $1,000,000: GPS Select Program: 1.00% $1,000,001 - $4,000,000: GPS Select Program: 0.85% $4,000,001 - $7,000,000: GPS Select Program: 0.75% $7,000,001+: GPS Select Program: 0.65% $0 - $100,000: GPS Wrap Strategist Program: 1.50% $100,001 - $250,000: GPS Wrap Strategist Program: 1.35% $250,001 - $500,000: GPS Wrap Strategist Program: 1.20% $500,001 - $1,000,000: GPS Wrap Strategist Program: 1.00% $1,000,001 - $4,000,000: GPS Wrap Strategist Program: 0.85% $4,000,001 - $7,000,000: GPS Wrap Strategist Program: 0.75% $7,000,001+: GPS Wrap Strategist Program: 0.65% $0 - $100,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.75% $100,001 - $250,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.60% $250,001 - $500,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.45% $500,001 - $1,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.25% $1,000,001 - $4,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.10% $4,000,001 - $7,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.00% $7,000,001+: GPS Total Asset Allocation and Multi-Manager Accounts: 0.85% $0 - $250,000: GPS Premier Separate Account: 2.00% $250,001 - $500,000: GPS Premier Separate Account: 1.75% $500,001 - $1,000,000: GPS Premier Separate Account: 1.50% $1,000,001 - $4,000,000: GPS Premier Separate Account: 1.35% $4,000,001 - $8,000,000: GPS Premier Separate Account: 1.10% $8,000,001+: GPS Premier Separate Account: 0.90% $0 - $250,000: GPS Premier Separate Account Manager-Equity: 1.50% $250,001 - $500,000: GPS Premier Separate Account Manager-Equity: 1.25% $500,001 - $1,000,000: GPS Premier Separate Account Manager-Equity: 1.15% $1,000,001 - $4,000,000: GPS Premier Separate Account Manager-Equity: 1.00% $4,000,001 - $8,000,000: GPS Premier Separate Account Manager-Equity: 0.85% $8,000,001+: GPS Premier Separate Account Manager-Equity: 0.70% $0 - $1,000,000: PWC Program: 1.00% $1,000,001 - $4,000,000: PWC Program: 0.75% $4,000,001 - $9,000,000: PWC Program: 0.65% $9,000,001+: PWC Program: 0.50% $0 - $1,000,000: GPS Representative as Portfolio Manager: 1.15% $1,000,001 - $2,000,000: GPS Representative as Portfolio Manager: 1.00% $2,000,001 - $5,000,000: GPS Representative as Portfolio Manager: 0.75% $5,000,001 - $10,000,000: GPS Representative as Portfolio Manager: 0.50% $10,000,001+: GPS Representative as Portfolio Manager: 0.40%
Huntington is a registered broker-dealer and offers brokerage services with commissions. Additional brokerage fees apply for accounts not in advisory programs or for transaction charges not covered by wrap fees.
Account minimum: $10,000 (lowest minimum noted in Foundations Program) Minimum fee: GPS TFS Program has a minimum annual account fee of $1,500. Fee-only: Optional overlay services tax overlay and impact overlay fees range from 0.05% to 0.10%, paid to Envestnet, not retained by Huntington.
Battle Creek, MI Battle Creek Riverside
Battle Creek Riverside, 290 East Columbia Avenue
Battle Creek MI 49015
Advisors at this office
1
Michigan
7 years of industry experience
Ameriprise
2026 - Present • 1 year
Battle Creek, MI
The Huntington Investment Company
2022 - Present • 4 years
Columbus, OH
The Huntington National bank
2019 - 2022 • 3 years
Jackson, MI
The huntington Investment company
2018 - 2022 • 4 years
Columbus, OH
The Huntington National bank
2016 - 2019 • 3 years
Jackson, MI
Barnes and Noble
2015 - 2016 • 1 year
Battle Creek, 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
CFP®, Series 63, Series 65
Battle Creek, MI
Wendt Financial Advisors, LLC
Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.
CFP®, Series 65
Marshall, MI
Miller Financial Services LLC
Alex White is a CFP® professional with eight years of experience, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to this, he worked briefly at Zhang Financial LLC and held positions outside the financial sector, including roles at The Cove Lakeside Bistro and Stryker Corp. He also holds an insurance license. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients, with a notable focus on public entities and formal 3(38) plan management. The firm integrates advisory, insurance, and administrative cash-management services through a small team serving a sizable client base.
Series 63, Series 66
Marshall, MI
Miller Financial Services LLC
Joseph Miller is a financial advisor at Miller Financial Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Miller Financial Services since 2007. Miller serves as a trustee on the board of the Homer Community Foundation, a nonprofit organization benefiting the community of Homer, Michigan, a position he has held since 2006. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and related non-securities consulting to individual and institutional clients. The firm is known for its work with public entities and offers a combination of advisory, insurance, and administrative cash-management services.
Series 65
Marshall, MI
Wealth Ease Wealth Management
Todd Candelaria is a financial advisor at Wealth Ease Wealth Management with a Series 65 credential and one year of industry experience. He is also the owner of a CPA firm providing tax and accounting services. Prior to joining Wealth Ease Wealth Management, he held positions at firms including Michael F McLain CPA and Plante Moran. Wealth Ease Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a combination of charting, fundamental, and technical analysis in its investment approach and typically manages client assets on a discretionary basis.
Series 65
Marshall, MI
Miller Financial Services LLC
Isaac Lubbers is a financial advisor at Miller Financial Services LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State University and operated an auto detailing business. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm acts as a fiduciary, developing portfolios based on client objectives and risk tolerance, and is known for its work with public entities and formal 3(38) plan management services.
CFP®, Series 65
Marshall, MI
Wealth Ease Wealth Management
Austin Rinard is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Wealth Ease Wealth Management. Prior to founding Wealth Ease in 2025, he worked at Miller Financial Services for 13 years. Outside of financial advising, he co-owns a party rental business called Party Time Events. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses a range of investment methods and instruments, typically operates under discretionary authority, and coordinates estate and income tax planning through third-party professionals.
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