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Judith H
CFP®, Series 63, Series 65
Commerce Twp, MI
Commonwealth Financial Network
Judith Hernandez is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. She holds the CFP® designation and has worked at several firms, including Cadaret Grant & Co., Inc. and Securities America Advisors. Outside of finance, she is a fitness instructor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance, offering a range of customizable portfolio solutions.
Michael L
Series 63, Series 65
Wixom, MI
GWN Securities Inc.
Michael Leake is a financial advisor with GWN Securities Inc. in Wixom, Michigan, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining GWN Securities in 2019, he worked at Oppenheimer & Co for nine years. He is also involved in providing life, health, and annuity insurance advice. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.
Christopher R
Series 65, Series 63
Brighton, MI
Planmember Securities Corporation
Christopher Root is a financial advisor with PlanMember Securities Corporation based in Brighton, MI. He holds Series 65 and Series 63 licenses and has experience in retirement planning through roles at Williams & Co and Michigan Association of Retired School Personnel. Prior to his advisory roles, he worked in education for over two decades at Montrose Community Schools and Birch Run Area Schools. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering a range of risk-based mutual fund portfolios and comprehensive education and support services. The firm acts as a fiduciary under ERISA Section 3(38) for many plans and employs a strategic asset allocation framework supported by economic analysis and periodic portfolio rebalancing.
Genevra M
Series 66
Ann Arbor, MI
Key Investment Services LLC
Genevra Mitrovich is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 credential and has previously worked at Equitable Advisors and as an independent contractor. Outside of advising, she is a group fitness instructor at Powerhouse Gym and operates Mitrovich Consulting LLC as a consultant and trainer. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and oversees third-party advisory products through ongoing due diligence and supervisory review.
George T
Series 63, Series 66
Clarkston, MI
FIFTH THIRD SECURITIES, Inc.
George Thibault is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at PNC Investments, E*TRADE Capital Management, and CCO Investment Services Corp. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, and institutional clients. The firm combines discretionary managed-account programs with features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.
Sarah B
Series 65
Commerce Township, MI
Cerity partners LLC
Sarah Bumstead is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2019, following three years at Blue Prairie Group, LLC. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.
Nathan B
Series 65, Series 63
Brighton, MI
FIFTH THIRD SECURITIES, Inc.
Nathan Beaudrie is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2020, Fifth Third Bank since 2019, and Advantage One Credit Union from 2015 to 2018. Fifth Third Securities serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.
Nadia D
Series 63, Series 66
Waterford, MI
FIFTH THIRD SECURITIES, Inc.
Nadia Daoud is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at Ameriprise, Comerica Securities, and Citizens Securities. She also has outside employment as a Comerica Financial employee. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining third-party portfolio management with options including mutual funds, ETFs, SMAs, and direct indexing.
Brittney B
Series 66, Series 63
Brighton, MI
Planmember Securities Corporation
Brittney Broich is a financial advisor with PlanMember Securities Corporation in Brighton, MI, holding Series 66 and Series 63 licenses and three years of industry experience. She has previously worked at firms including Edward Jones, Peak Brokerage Services, and GLP & Associates. Brittney also conducts educational workshops on public school employee state pension plans through the Michigan Association of Retired School Personnel. PlanMember provides retirement-plan advisory services to employers and participants, offering fiduciary oversight and participant investment options through risk-based mutual fund portfolios. The firm’s investment approach uses a strategic asset allocation framework combined with economic analysis and periodic rebalancing.
Alexander D
Series 63, Series 65
Novi, MI
Citizens Securities, Inc.
Alexander Dobbs is a financial advisor with Citizens Securities, Inc. in Novi, MI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Pruco Securities LLC, Thrivent Financial, and Thrivent Investment Management Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.
Darin L
CFP®, Series 65, Series 66
Clarkston, MI
Brookstone Capital Management LLC
Darin Louw is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2020. His prior experience includes roles at Bank of America, Merrill, and operating as the Principal of Advanced Insurance Marketing Solutions, an insurance marketing organization. He also works as the Life & LTC Director for Darcy Smith's Amerilife office and provides life, LTC, and annuity sales to individual clients. Brookstone Capital Management provides fee-based asset management and financial planning services to a broad client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies through its turnkey management platform and wrap-fee program.
Michael Z
Series 66
Milford, MI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Michael Zurek is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has seven years of industry experience and has held roles including Director of Client Relations at Nichols Financial Inc. Outside of his advisory work, he coordinates Financial Peace University in Brighton, MI, focusing on teaching and coaching. United Planners Financial Services serves a diverse client base, including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.
Dennis W
ChFC®, Series 63, Series 65
Clarkston, MI
Ameritas Advisory Services, LLC
Dennis Walters is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has worked with Ameritas Advisory Services since 2021. Prior to this, he has been involved with Ameritas Life Insurance Corp., Ameritas Investment Corp., and has operated Walters Financial Group since 1988. Walters also serves as president of DC Walters & Associates, a real estate business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services delivered through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Michael C
Series 63, Series 65
Brighton, MI
The huntington Investment company
Michael Correll is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise, PNC Investments, Comerica Securities, Cetera, Bank of America, Merrill, and Wells Fargo. 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 combining third-party sub-managers, affiliate private bank models, and overlay services.
Michael D
Series 66
Waterford, MI
The huntington Investment company
Michael Dowdell is a financial advisor with The Huntington Investment Company holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Ameriprise, The Prudential Insurance Company of America, Morgan Stanley, Bank of America, Merrill Lynch, and a long tenure at Bose Corporation. 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 proprietary Private Bank models, and it offers various wrap-fee programs through the Envestnet MAS platform.
Laura C
Series 63, Series 65
Clarkston, MI
J. W. Cole Advisors, Inc.
Laura Clark Brown is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Continuum Advisorhy, Triad Advisors LLC, and Signator Investors, Inc. Additionally, she is involved with fixed insurance as a financial planner, using life insurance and annuities when suitable for clients. J. W. Cole Advisors is a large enterprise firm serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, retirement services, and third-party manager platforms. The firm offers both transaction-based and wrap fee programs and incorporates fundamental and technical analysis, digital advice, and multiple custodial platforms in its investment approach.
Jeffrey W
Series 63, Series 66
Clarkston, MI
Ameritas Advisory Services, LLC
Jeffrey Walters is a financial advisor at Ameritas Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within the Ameritas family of companies since 2021. Outside of finance, he is the owner and operator of Jeff Walters Photography, a portrait photography business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and customized strategies.
Nathan S
ChFC®, Series 63, Series 65
Clarkston, MI
Kestra Advisory
Nathan Sealey is a financial advisor with Kestra Advisory who holds the ChFC® designation and has 28 years of industry experience. He has worked at Kestra Advisory since 2016 and is also the owner of Brass Ring Wealth Management, Inc., where he provides investment advisory, consulting, insurance, and securities services. Additionally, Sealey is a partner at Elga Wealth Management, offering similar services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and manages assets using multiple management platforms and third-party solutions.
Mary H
Series 63, Series 65
Farmington Hills, MI
FIFTH THIRD SECURITIES, Inc.
Mary Hall is a financial advisor at Fifth Third Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ameriprise Financial Services. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life and annuity products. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, providing investment options from mutual funds and ETFs to separately managed accounts and direct indexing.
Daniel S
Series 66
Hartland, MI
PNC Wealth Management
Daniel Stasiw is a financial advisor with PNC Wealth Management based in Hartland, MI. He holds a Series 66 designation and has two years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Bankers Life. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing. The firm’s approach emphasizes algorithm-driven enrollment and model selection within an employee pilot structure.
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Finding advisors...
854 advisors near
48357
within the area shown on the map
Out of 400,000+ nationwide