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Muhammad Shanzer K
Series 66
Lansing, MI
Private Advisor Group, LLC
Muhammad Shanzer Khan is a financial advisor with Private Advisor Group, LLC based in Lansing, MI. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he has worked at LPL Financial and held positions at Michigan State University and Bank Alfalah Limited. Khan is involved in providing administrative support to Private Advisor Group through related business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model, leveraging technology platforms and third-party managers to deliver tailored investment solutions.
Jordan B
Series 66
Lansing, MI
Private Advisor Group, LLC
Jordan Bowman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. His career includes roles at Private Advisor Group and LPL Financial, as well as experience in the oil and gas sector at Weir Oil and Gas. Bowman is also involved in entrepreneurial activities through several investment-related entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based model and utilizes a variety of investment strategies and third-party managers, supported by proprietary technology platforms.
Ankit Kumar J
Series 66
Lansing, MI
Private Advisor Group, LLC
Ankit Kumar Jalan is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and five years of industry experience. He has previously worked at LPL Financial, Waggoner Financial, and held roles at Michigan State University in the Department of Teacher Education. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms, including proprietary solutions and third-party managers.
Eric W
CFP®, CFA®, ChFC®, Series 63
Lansing, MI
Private Advisor Group, LLC
Eric Waggoner is a financial advisor with Private Advisor Group, LLC, holding the CFP®, CFA®, and ChFC® designations and possessing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is involved with Michigan State University and owns Black Tie Cattle Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model using technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.
Kiley E
CFP®, ChFC®, Series 63
Lansing, MI
Private Advisor Group, LLC
Kiley Eory is a CFP® and ChFC® with 11 years of industry experience, currently serving at Private Advisor Group, LLC since 2019. Prior to this, Kiley worked at Northwestern Mutual Wealth Management Company and remains involved with Waggoner Group, Inc., where they hold the position of president overseeing tax preparation, accounting, and non-variable insurance services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.
Tobin Z
Series 66
Lansing, MI
Private Advisor Group, LLC
Tobin Zeluff is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC and Waggoner Financial. Outside of his advisory roles, he has experience in educational and municipal positions, including at Michigan State University and the City of Portage. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm follows a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to third-party managers and proprietary managed account solutions.
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