Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Brandon H
Series 66
Traverse City, MI
The huntington Investment company
Brandon Hale is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2007 and was affiliated with Ameriprise Financial Services, LLC for one year. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.
Joseph W
CFA®, Series 65, Series 63
Traverse City, MI
The huntington Investment company
Joseph Wieske is a CFA® charterholder with 38 years of industry experience. He is currently with The Huntington Investment Company and previously worked at Ameriprise Financial Services, LLC and Incapital LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and affiliate managers across multiple wrap-fee programs on the Envestnet MAS platform.
James K
Series 63, Series 66
Traverse City, MI
The huntington Investment company
James Kingsley is a financial advisor with The Huntington Investment Company in Traverse City, MI, holding Series 63 and Series 66 registrations and four years of industry experience. His work history includes roles at Ameriprise, Bank of America, and Huntington National Bank. Outside of finance, he previously operated The Greener Cleaner Carpet Cleaning business for six years. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party sub-managers and proprietary Private Bank models within an open-architecture approach, offering portfolio management, trade execution, and overlay services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters