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David S

CFP®, Series 63, Series 66

Canton, MI

Edward Jones

David Spirl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is a member of the investment committee for the Western Wayne County Conservation Association, where he reviews the club’s investments. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers diverse investment strategies and operates under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Erik R

Series 66

Canton, MI

Edward Jones

Erik Robertson is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has experience working at Rocket Companies for nine years and served in the United States Marine Corps for five years. Robertson joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Key person insurance & risk mitigation Business succession planning Founder/Business Owner Military & Veterans Financial Professional
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