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Nathan W
Series 63, Series 65
Lansing, MI
Maner Wealth
Nathan Whitson is a financial advisor with Maner Wealth, LLC in Lansing, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Triad Advisors, LLC, Michigan Money Management Advisers, LLC, and Invest Financial Corp. Outside of his advisory work, he has experience as an insurance agent and has owned a hobby house rentals and retreats business. Maner Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a fund of funds approach with model portfolios and may use subadvisers to align investment styles with client objectives, also offering fiduciary services for retirement plans.
Richard T
PFS™, Series 66
Lansing, MI
Maner Wealth
Richard Tanke is a financial advisor at Maner Wealth, LLC with 22 years of industry experience. He holds the PFS™ and Series 66 designations. In addition to his advisory role, he is a principal and CPA at Maner Costerisan, PC, a CPA firm based in Lansing, MI. Maner Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors, including retirement plans. The firm employs a “fund of funds” approach with model portfolios, subadvisory relationships, and fiduciary services tailored to client objectives.
Aidan K
Series 65
Lansing, MI
Maner Wealth
Aidan Kern is a financial advisor at Maner Wealth in Lansing, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Maner Wealth, he has worked in construction and the food service industry, including a role at Kern Konstruction and brief positions at Little Caesars and Jersey Mikes. Maner Wealth, LLC is an SEC-registered investment adviser managing approximately $299 million for individual clients and institutional retirement plans. The firm employs a fund-of-funds investment approach using ETFs and mutual funds, offering portfolio management, financial planning, and turnkey retirement-plan services.
Steven G
Series 65
Lansing, MI
Maner Wealth
Steven Guipe is a financial advisor at Maner Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Maner Wealth since 2021. His prior roles include positions at CG Financial Services, North Salem State Bank, and experience in educational and community organizations. Maner Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a fund-of-funds approach with model portfolios and may use subadvisers to align manager styles with client objectives.
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