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Brandon T
Verified by Warmer
Series 7, Series 66
Cedar Springs, MI
Ameriprise
My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.
Derrin L
Series 63, Series 65
Pierson, MI
Derrin Leigh LLC
Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.
Scott F
Series 63, Series 66
Pierson, MI
Principal Financial Services
Scott Fraungruber is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, direct advisory programs, and access to third-party money manager asset allocation and separately managed account solutions.
William M
Series 66
Howard City, MI
Edward Jones
William Mc Collum III is a financial advisor with Edward Jones in Howard City, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kameron O
Series 66
Cedar Springs, MI
Edward Jones
Kameron Olsen is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and served in the United States Marine Corps from 2016 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.
Seth D
Series 66
Cedar Springs, MI
Edward Jones
Seth Donnan is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 advisors and over 15,000 branch offices nationwide.
Adam J
Series 63, Series 66
Cedar Springs, MI
Thrivent Investment Management
Adam Jenkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Northwestern Mutual and various business ventures. Outside of advisory work, he is the managing member of a tanning salon business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes broad planning topics and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.
Kyle B
Series 66
Howard City, MI
Ameriprise
Kyle Brooks is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dart Bank and Aquinas College. He is also employed by HS Companies LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations through a centralized consulting team.
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