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533 advisors near
49464
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Millard C
Series 63, Series 65
Holland, MI
VOYA Financial Advisors, Inc.
Millard Coleman II is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining VOYA in 2020, he worked with Valic Financial Advisors, Horace Mann Investors, and Massachusetts Mutual Life Insurance Company. Outside of his advisory practice, Coleman is co-founder of football training camps for youth and high school athletes and serves as Finance Director at Transformation Community Church. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures with an emphasis on non-discretionary client recommendations.
Mandi D
Series 63, Series 66
Allendale, MI
Empower Advisory Group
Mandi Dillon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior roles include positions at Principal Financial Services and Stifel Nicolaus & Co Inc. Dillon has also been involved with nonprofit organizations such as Big Brothers Big Sisters of Colorado and the American Cancer Society. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning process and serves a large participant base relative to its advisor headcount.
David T
Series 63, Series 66
Byron Center, MI
The huntington Investment company
David Tupper is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously spent 20 years at Fifth Third Securities, Inc. Outside of his advisory work, he serves on the boards of Grand Traverse Industries and the Munson Hospital Foundation, and owns a business involved in buying and selling classic cars. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm uses an open-architecture investment approach combining third-party and proprietary strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.
Mark D
Series 63, Series 65
Byron Center, MI
The huntington Investment company
Mark Davis II is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Ameriprise, Cetera, and TCF National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and affiliate model offerings, providing portfolio management and trade execution services.
Michael R
CFP®, Series 63, Series 66
Byron Center, MI
Schwab Wealth Advisory
Michael Ruplinger is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2025. His prior experience includes roles at Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab's research tools and standard asset allocation models.
Trina L
Series 65, Series 63
Zeeland, MI
Money Concepts Capital Corp
Trina Lichtenwalner is an advisor with Money Concepts Capital Corp in Zeeland, MI, holding Series 65 and Series 63 licenses. She has one year of industry experience, with prior roles including positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, she has been involved with the Holland Symphony Orchestra since 2022. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches and offers a range of discretionary and non-discretionary portfolio programs.
Christopher M
CFP®
Husdsonville, MI
Creative Planning
Christopher Mulford is a CFP® currently with Creative Planning, where he has worked since 2025. He has prior experience in various industries, including roles at Butterball Farms, Pregis Films, Dematic, and Magna International. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other portfolio management techniques and comprehensive retirement plan services.
Nicholas S
CFP®, Series 65, Series 63
Grandville, MI
Hantz financial Services, Inc.
Nicholas Sequin is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at Hantz Financial Services, Inc. since 2011. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios alongside wealth management, financial planning, retirement consulting, mortgage brokerage, and insurance services.
Henry James Ryan T
Series 63, Series 65
Byron Center, MI
The huntington Investment company
Henry James Ryan Telman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Huntington Investment Company since 2002 and has also worked at Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.
Jared E
Series 66
Holland, MI
Independent Advisor Alliance, LLC
Jared Ensing is a financial advisor at Independent Advisor Alliance, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. Jared provides investment advisory services through Independent Advisor Alliance and maintains affiliate relationships with LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance planning and asset aggregation.
James S
Series 63, Series 65
Grand Rapids, MI
FIFTH THIRD SECURITIES, Inc.
James Sakoski is a financial advisor with Fifth Third Securities, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities serves a broad range of individual and institutional clients through both investment advisory and brokerage services, offering various program types including managed accounts, separately managed accounts, and direct indexing. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple third-party portfolio managers through its Passageway Managed Account Program.
Andrew W
Series 66
Holland, MI
Osaic Advisory Services, LLC
Andrew Willit is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and based in Holland, MI. He joined Osaic in 2026 and has prior experience working at Howard Miller, Aldi USA, and Macatawa Golf Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms and managers.
Adam H
Series 66
Grandville, MI
Hantz financial Services, Inc.
Adam Hossink is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified ETF-centered model portfolios, asset allocation, and periodic rebalancing, offering a range of financial planning and wealth management services alongside mortgage brokerage and insurance through affiliated agencies.
Cameron K
Series 66
Grandville, MI
Hantz financial Services, Inc.
Cameron Kessler is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Tropical Smoothie, Green Lantern, Chick-Fil-A, and Grand Valley State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and retirement-plan advisory services.
Joseph K
Series 63, Series 65
Zeeland, MI
The huntington Investment company
Joseph Klein is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Huntington since 1997 and has prior work history including Ameriprise and FMB. Outside of advising, he owns a limited rental property in Davenport, Florida. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.
Robert M
Series 63, Series 65
Grandville, MI
Hantz financial Services, Inc.
Robert Meduna is a financial advisor with Hantz Financial Services, Inc. in Grandville, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Hantz Financial Services since 2001. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a broad range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting entities.
Kyle C
Series 66
Grandville, MI
Planmember Securities Corporation
Kyle Clement is a Series 66-licensed financial advisor with 17 years of industry experience, currently with PlanMember Securities Corporation. He holds roles including Vice President at Williams and Company Financial Services and W&C Wealth Management and has served on the Caledonia Township Planning Commission since 2025. Outside of his advisory work, Clement is active in his community as President of the Caledonia Youth Sports Organization and serves on the Caledonia Community School Board. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education, support services, and a strategic asset allocation investment process that manages risk-based mutual-fund portfolios ranging from conservative to aggressive.
Sarah V
Series 63, Series 65
Holland, MI
The huntington Investment company
Sarah Van Dyke is a financial advisor at The Huntington Investment Company with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Van Dyke worked at Ameriprise Financial Services, LLC from 2026 to the present and has been with The Huntington Investment Company since 2008. 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 sub-managers and affiliate offerings, providing multiple wrap-fee programs through the Envestnet MAS platform.
Andrew W
Series 63, Series 66
Grand Rapids, MI
J.P. Morgan Securities
Andrew Woudwyk is a financial advisor with J.P. Morgan Securities in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Logan F
Series 66
Holland, MI
Edward Jones
Logan Faustyn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at 7th Sense, Total Quality Logistics, Walgreens, and Red Cedar Investment Management. He has also spent time in various other sectors including education and fulfillment. 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, maintaining a large network of advisors and branch offices across the country.
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533 advisors near
49464
within the area shown on the map
Out of 400,000+ nationwide