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934 advisors near
48189
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Out of 400,000+ nationwide
Cameron E
Series 65
Brighton, MI
Foundations Investment Advisors LLC
Cameron Edmiston is a Series 65 licensed advisor at Foundations Investment Advisors LLC with experience beginning in 2015 across several roles, including seven years at Estate Preservation Agency and two years at Main Financial Group. He joined Foundations Investment Advisors in 2026. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in managing client assets.
Collin S
Series 66, Series 63
Ann Arbor, MI
Rehmann Wealth
Collin Steinhauer is a financial advisor at Rehmann Wealth with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ford Estates, LLC and Rehmann Capital Advisory Group. Outside of his advisory role, he has a part-time position maintaining ATMs for a local business. Rehmann Wealth provides comprehensive wealth management, financial planning, and investment services to individuals, families, trusts, non-profits, and institutional clients. The firm employs a multi-pronged investment approach including advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized fiduciary services for retirement plans.
Kade P
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Kade Peterson is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Foguth Wealth Management, he worked at Equitable Advisors for two years. Outside of his advisory role, Kade occasionally works as an Uber driver on weekends. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and combines fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Adam F
Series 66
Brighton, MI
Foundations Investment Advisors LLC
Adam Freund is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Advisors LLC, Fusion Capital Management, Main Financial Group, AE Wealth Management, and Citizens Investment Services. Freund also serves as a financial consultant engaged in insurance sales through Main Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority given to its investment adviser representatives.
Jaxson B
Series 66
Brighton, MI
HBW Advisory Services LLC
Jaxson Barlow is a financial advisor with HBW Advisory Services LLC in Brighton, MI. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining HBW, Barlow worked in various roles outside the financial industry, including at The Reserve Steakhouse and Equitable Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans with a range of asset management, financial planning, and consulting services. The firm employs a blended investment approach that includes tactical asset allocation, fixed income, and multi-manager diversification, supported by AI tools for operational efficiency.
Viktoria W
CFP®, Series 66
Ann Arbor, MI
Blackridge Asset Management, LLC
Viktoria Wilson is a CFP® and holds a Series 66 license with seven years of industry experience. She currently serves as an investment adviser representative at Blackridge Asset Management, LLC and previously worked at Peak Brokerage Services and MML Investors Services/Spice Financial. Outside of her advisory role, she is the president of both Insights Toastmasters of Brighton and the Pinckney Aquatic Club. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management through a network of advisers and utilizes an affiliated turnkey asset management platform alongside multiple wrap-fee programs.
Danielle D
Series 66
Ann Arbor, MI
Concorde Asset Management, LLC
Danielle Delongchamp is a financial advisor at Concorde Asset Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several Concorde-affiliated firms as well as J.W. Cole Advisors, Inc. Delongchamp also operates Delongchamp Consulting LLC, providing consulting services outside of trading hours. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm uses individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models to deliver tailored investment advice.
Ryan G
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Ryan Gauche is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with four years of industry experience. His prior work includes roles at Bridgeriver Advisors LLC, Ameriprise, LPL Financial, and Lake Michigan Credit Union. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.07 billion for a multi-advisor team and emphasizes tailored investment plans using exchange-traded products alongside a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Teressa H
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Teressa Hupfer is a financial advisor at Foguth Wealth Management, LLC, holding a Series 66 designation with six years of industry experience. Her career includes roles at Edward Jones and PNC Investments prior to joining Foguth. She is also licensed as an insurance agent. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, using tailored investment plans that emphasize exchange-traded products and various analytical methods.
Peter M
Series 65
Brighton, MI
McAdam LLC
Peter Molnar is a Series 65-licensed financial advisor with six years of industry experience. He has worked at McAdam LLC since 2020 and was previously employed at Northwestern Mutual and TEMO Sunrooms. Molnar is based in Brighton, Michigan, and holds roles that include investment advisory and associate senior management responsibilities at McAdam. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, utilizing discretionary portfolio management with diverse asset allocations, including specialized exposures such as private funds and cryptocurrency vehicles.
John G
CFP®, Series 63, Series 65
Ann Arbor, MI
Concorde Asset Management, LLC
John Gakenheimer is a CFP® with 49 years of industry experience, currently serving as Executive Vice President at Concorde Asset Management, LLC. He has held various roles within Concorde and affiliated firms since 2010. Outside of his advisory work, he consults on business development for his son’s coffee company. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm uses individualized asset allocation and model-based portfolio construction, incorporating alternative products and offering ERISA fiduciary services.
Elia R
Series 63, Series 65
Ann Arbor, MI
Concorde Asset Management, LLC
Elia Ramirez Cruz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Concorde in 2021, Elia worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2012 to 2020 and briefly at Dr. Brick Alva MD PA Gastroenterology. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm employs model portfolios and third-party strategists to build individualized asset-allocation strategies and provides ERISA retirement-plan advisory services.
Katie G
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Katie Gushen is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at AAFMAA Wealth Management & Trust, LLC and Blue Chip Partners, Inc. among other roles. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, with a focus on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Michael F
Series 65
Brighton, MI
Foundations Investment Advisors LLC
Michael Fierk is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Camping World, Corewell Health, and General Motors. Fierk is also involved as a paraplanner and in insurance sales through Main Financial Group. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides customized financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians.
Mitchell L
CFP®, Series 65
Ann Arbor, MI
Plante Moran financial advisors
Mitchell Lowe is a CFP® and Series 65 credentialed advisor with Plante Moran Financial Advisors in Ann Arbor, Michigan, where he has worked for 10 years. He has nine years of industry experience. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.
Thomas L
CFP®, ChFC®, Series 63
Brighton, MI
Founders Financial Securities LLC
Thomas Lampert is a CFP® and ChFC® with 35 years of industry experience. He has been with Founders Financial Securities LLC since 2012 and previously worked at Archer Huntley Financial Services, Inc. Outside of his advisory role, he is the owner and president of Poet of Light LLC, a poetry book business. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and insurance, utilizing multiple advisory platforms and a combination of in-house and third-party asset management solutions.
Maria W
Series 66
Brighton, MI
John Hancock Personal Financial Services, LLC
Maria Wilczewski is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 16 years of industry experience. She previously worked at Bank of America, N.A. for seven years before joining John Hancock and its affiliated entities in 2019. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to generate generally framed recommendations, with implementation decisions left to clients, and operates with a technology-assisted service model supporting a high client load per advisor.
Myranda F
CFP®, Series 65
Ann Arbor, MI
Plante Moran financial advisors
Myranda Fabian is a CFP® and holds a Series 65 license with 15 years of industry experience. She has worked at Plante Moran Financial Advisors, LLC since 2010 and currently serves as an advisor at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis along with proprietary equity valuation models, managing both discretionary and non-discretionary assets, and operates within the broader Plante Moran enterprise to offer integrated financial services.
Gary H
CFP®, Series 66
Brighton, MI
Wealthcare Advisory Partners LLC
Gary Haapala is a CFP® with 12 years of experience in the financial industry. He is currently an advisor at Wealthcare Advisory Partners LLC and previously worked at Arbor Trust Wealth Advisors, LLC for 11 years. Outside of his advisory role, he is a member and 25% owner of MCAH LLC, a group home rental business. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets and serves individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term oriented portfolios.
Timothy A
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Timothy Alfieri is a financial advisor with Foguth Wealth Management, LLC., holding a Series 66 credential and nine years of industry experience. He previously worked at CreativeOne Wealth and USA Financial Securities and has been affiliated with the Hudson Agency for ten years. Alfieri is independently licensed to sell insurance and annuity products through various insurance companies associated with Foguth Financial Group. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, focusing on tailored investment plans that incorporate exchange-traded products and a variety of analytical approaches.
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Finding advisors...
934 advisors near
48189
within the area shown on the map
Out of 400,000+ nationwide