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185 advisors near
49444
within the area shown on the map
Out of 400,000+ nationwide
Jennifer C
Series 66
Coopersville, MI
Edward Jones
Jennifer Cobb is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
Adam C
Series 66
Muskegon, MI
Edward Jones
Adam Carlson is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year at PC Biggs Inc. Outside of advising, he operates a sole proprietorship in White Cloud, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.
Sarah L
Series 63, Series 66
Norton Shores, MI
LPL Financial
Sarah Lysiak Rahrig is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Waddell & Reed, Inc. for 14 years before joining LPL Financial in 2021. Outside of her advisory role, she serves as a notary in Michigan and is involved with Prestige Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Jennifer B
Series 65
Spring Lake, MI
Exchange Street Capital
Jennifer Boodt is a financial advisor at Exchange Street Capital with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked for Spring Lake Public Schools for 24 years. Outside of her advisory role, she is the owner and artist of CreativeTherapy, a craft and art sales business. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term trading using ETFs, mutual funds, stocks, and bonds, and offers unique probate and executor support alongside ongoing financial counseling.
Melanie M
Series 66, Series 65
Spring Lake, MI
Exchange Street Capital
Melanie Meyer is a financial advisor at Exchange Street Capital with 12 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Braeburn Wealth Management for 12 years. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification, fundamental analysis, and modern portfolio theory with a long-term trading approach while also offering standalone financial planning and specialized probate support.
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Finding advisors...
185 advisors near
49444
within the area shown on the map
Out of 400,000+ nationwide