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Alfonzo C
Series 63, Series 65
Ann Arbor, MI
LPL Financial
Alfonzo Credit is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at DFCU Financial, CUSO Financial Services, The Huntington Investment Company, and Citizens Securities Inc. He is involved with DFCU Financial Partners, an investment-related business associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a large network of advisors and various operational tools.
Shannon M
Series 66
Ann Arbor, MI
LPL Financial
Shannon Mc Kee is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, Mc Kee worked at DFCU Financial and CUSO Financial Services, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary platforms.
Craig S
Series 66
Ann Arbor, MI
LPL Financial
Craig Shipman is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked with several firms, including TIAA-CREF and Merrill, and has been affiliated with DFCU Financial and Cuso Financial Services since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Michael C
Series 66
Ann Arbor, MI
LPL Financial
Michael Claus is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at CUSO Financial Services, DFCU Financial, and Eastern Michigan University. He has also been involved with the Saline District Library and spent sixteen years at Adrian College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
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