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Jeffrey K

Series 66

Grand Rapids, MI

Equitable Advisors

Jeffrey Kerr is a Series 66-licensed financial advisor with Equitable Advisors in Grand Rapids, MI, where he has worked since 2014. He has 11 years of industry experience, including six years with Axa Advisors, LLC. Outside of his advisory work, he serves as an administrator or executor for his wife and holds power of attorney for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Samuel M

Series 66, Series 63

Grand Rapids, MI

Equitable Advisors

Samuel Millmier is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work history includes roles at D'Avocado, BGM, Western Michigan University, Canopeum, Pet Supplies Plus, and Gull Lake High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jack M

Series 66

Grand Rapids, MI

Equitable Advisors

Jack Millmier is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked with Zillow Group and United Wholesale Mortgage. Outside of his advisory role, he owns and operates J&S Marketplace LLC, an online business focused on buying and selling sneakers and clothing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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David B

ChFC®, Series 66

Grand Rapids, MI

Equitable Advisors

David Brouwer is a ChFC® credentialed financial advisor with 11 years of industry experience. He has been with Equitable Advisors since 2014, previously associated with AXA Advisors, LLC. He is also a member of DDB Advisors. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Albert D

Series 66

Grand Rapids, MI

Equitable Advisors

Albert De Jonge is a financial advisor at Equitable Advisors in Grand Rapids, MI, holding a Series 66 designation with seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC, Hantz Financial Services, and Boatwerks Waterfront Restaurant. De Jonge attended Central Michigan University from 2014 to 2018. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Joseph S

Series 66

Grand Rapids, MI

Equitable Advisors

Joseph Silveri is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work includes roles at Textron Inc., Michigan State University, Alliance Beverage Distributing, and Sam's Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and various endorsed TAMPs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Nicholas T

Series 63, Series 66

Grand Rapids, MI

Equitable Advisors

Nicholas Troxell is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors, Pruco Securities LLC, Palio, Oakland Marine, and United Shore. He was also affiliated with Grand Valley State University for five years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Christopher S

Series 66

Grand Rapids, MI

Equitable Advisors

Christopher Staufer is a financial advisor with Equitable Advisors in Grand Rapids, MI. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Outside of his advisory role, he operates a landscaping business and provides private cello lessons. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a range of third-party programs and platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Carson S

Series 66

Grand Rapids, MI

Equitable Advisors

Carson St. Amour is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. His prior work history includes roles at Gentex Corporation and Muskegon Quality Builders, as well as time at Michigan State University. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Daniel A

Series 63, Series 66

Grand Rapids, MI

Equitable Advisors

Daniel Abbgy is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, he worked in several roles including positions at Yanfeng Interior Automotive and the YMCA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual-registered structure as both an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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David H

Series 63, Series 65

Grand Rapids, MI

Equitable Advisors

David Hoekstra is a financial advisor at Equitable Advisors with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that relies heavily on LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Schalk V

Series 66

Grand Rapids, MI

Equitable Advisors

Schalk Van Niekerk is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2016, including time at AXA Advisors, LLC. Van Niekerk serves as a board member of the Big Brower Lake Improvement Association. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through various program sponsors and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Paul S

Series 63, Series 65

Grand Rapids, MI

Equitable Advisors

Paul Snow is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999, having also worked at Axa Advisors, LLC during the same period. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Daniel S

Series 66

Grand Rapids, MI

Equitable Advisors

Daniel Sayfie is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018, following prior roles at AXA Advisors, Northstar Medical, Mercantile Bank, and Alma College. He operates a business under the name THE SNOW RETIREMENT GROUP. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, managing a substantial portion of assets on both discretionary and non-discretionary bases.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Todd L

Series 66

Grand Rapids, MI

Equitable Advisors

Todd Loughin is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Equitable Advisors in Grand Rapids, MI. He has worked at Equitable Advisors since 2018 and previously was employed at Axa Advisors and Blythefield Country Club. In addition to his advisory role, Todd serves as an adjunct professor teaching finance courses at Davenport University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage channels to deliver tailored investment solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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