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Zachary M

Series 66

Grand Haven, MI

Commonwealth Financial Network

Zachary Manion is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked at Lakeshore Financial Group since 2020 and has prior experience with Home Depot, United Postal Service, and Grand Valley State University. He also spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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James M

Series 63, Series 66

Grand Haven, MI

Commonwealth Financial Network

James Manion is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been associated with Lakeshore Financial Group, LLC since 2008, where he is a co-owner, and also owns Manion Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, technology, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Andrew B

Series 63, Series 65

Grand Haven, MI

Commonwealth Financial Network

Andrew Brown is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI, holding Series 63 and Series 65 registrations and 17 years of industry experience. He has been co-owner of Lakeshore Financial Group, LLC since 2018 and owner of Little Harbor Financial Group, LLC since 2024, both entities related to his advisory and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, investment management, and back-office support, enabling advisors to offer customized portfolio solutions and a variety of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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