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48362
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Brian R
Series 63, Series 66
Auburn Hills, MI
Centaurus Financial, Inc.
Brian Rener is a financial advisor at Centaurus Financial, Inc. in Auburn Hills, Michigan, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, Rener is the owner of BJR Financial Inc., where he manages overall business operations. Centaurus Financial, Inc. serves a broad client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing various analytical approaches and providing both discretionary and non-discretionary arrangements.
Kristofer S
CFP®, Series 63, Series 66
Rochester Hills, MI
FIFTH THIRD SECURITIES, Inc.
Kristofer Sztein is a CFP® with 17 years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held prior roles at Ameriprise, Comerica Securities, UBS Financial Services, Merrill, Bank of America, and Fidelity. In addition to his financial advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform, supported by its status as a wholly owned subsidiary of Fifth Third Bank.
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.
Daniel D
Series 63, Series 66
Rochester Hills, MI
Transamerica Retirement Advisors, LLC
Daniel Devine is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2022, and prior to that, he was affiliated with CARE of Southeastern Michigan, ESCHELS FINANCIAL GROUP, INC, and ProEquities, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA holders through various managed advice programs and investment education services, using proprietary software and model portfolios developed by Morningstar Investment Management. The firm operates at scale with a broad client base and primarily focuses on non-discretionary asset management.
Jeffrey W
Series 63, Series 66
Clarkston, MI
Ameritas Advisory Services, LLC
Jeffrey Walters is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 66 credentials. He has 11 years of industry experience and has held various roles within Ameritas affiliates since 2021. Outside of finance, he owns and operates Jeff Walters Photography, a portrait photography business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing model portfolios, mutual funds, ETFs, and individualized strategies across multiple program platforms.
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.
Stephen K
Series 63, Series 66
Auburn Hills, MI
Centaurus Financial, Inc.
Stephen Kremer is a financial advisor at Centaurus Financial, Inc. with 43 years of industry experience. He has been with Centaurus Financial since 1997. Outside of his advisory role, Kremer serves as a managing director at Brokerage Design and Development, where he trains registered representatives on best practices. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.
Timothy G
Series 66
Clarkston, MI
Kestra Advisory
Timothy Good is a Series 66 credentialed advisor with Kestra Advisory Services, LLC, bringing 15 years of industry experience. He has been with Kestra since 2014, following a two-year tenure at Next Financial Group, Inc. Good operates several independent practices under DBA names and holds ownership in Legacy Path Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm offers comprehensive fiduciary services and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.
Brian K
Series 63, Series 65
Troy, MI
Brookstone Capital Management LLC
Brian Kurtz is a financial advisor with Brookstone Capital Management LLC in Troy, MI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Brookstone since 2007 and has worked at A.L. Williams since 1990. Outside of advisory work, he is also licensed as a life and annuity insurance agent. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.
Daoqi Y
Series 63, Series 65
Troy, MI
Tlg Advisors, Inc.
Daoqi Yang is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VMWare, Inc., Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Ally Financial. Outside of financial advising, he is also an author with over two decades of experience in book writing and publishing. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.
Brian W
Series 66
Troy, MI
Lincoln Investment
Brian Wyzgowski is a financial advisor at Lincoln Investment with four years of industry experience and holds the Series 66 designation. His prior roles include positions at LPL Financial, Christian Financial Credit Union, and Cambridge Investment Research. He is also involved with Christian Financial Investment Center, an investment-related business associated with LPL Financial. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and various third-party managers.
Paul R
Series 63
Clarkston, MI
Ameritas Advisory Services, LLC
Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Walters Financial Group since 1998. Outside of his financial advisory work, Robak coaches high school basketball at Waterford Our Lady Of The Lakes High School. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, blending model portfolios, mutual funds, ETFs, and individual securities to build customized portfolios.
Debra H
Series 63, Series 66
Auburn Hills, MI
J.P. Morgan Securities
Debra Hanaford is a financial advisor with J.P. Morgan Securities based in Auburn Hills, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior work includes roles at Comerica Securities, Raymond James & Associates, UBS Financial Services, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating ESG frameworks and leveraging the firm’s derivatives and commodities capabilities.
Harry D
Series 66
Troy, MI
Fidelity
Harry Drussel is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has a professional background that includes several years in chiropractic care before transitioning to financial services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while managing conflicts of interest.
Mitchell B
CFP®, Series 63, Series 65
Troy, MI
Ameriprise
Mitchell Benson is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Troy, MI since 2020. He previously worked within Ameriprise Financial Services, Inc. for 11 years. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Brandon J
Series 66
Rochester Hills, MI
J.P. Morgan Securities
Brandon Johnson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and guidance tailored to changing client needs, and he facilitates access to additional banking, credit, home financing, and small business resources through Bank of America specialists. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Western Michigan University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Brandon spends time engaging in sports such as basketball and golf, enjoys music, and values spending time with his family. He enjoys activities like game nights and barbecues, as well as visiting parks and walking nature trails with his wife and two sons.
Eric W
Series 63, Series 65
Troy, MI
Fidelity
Eric Walby is a Financial Consultant currently working at Fidelity Investments since 2026. In this role, he partners with clients to understand their unique financial needs and assists in building financial plans tailored to their short and long-term goals. He emphasizes forming strong partnerships based on trust and education, maintaining open communication to adapt strategies as clients' lives change. Eric's professional experience includes serving as a Planning Consultant at Fidelity Investments from 2024 to 2026, a Relationship Manager and Central Relationship Manager at Fidelity Investments between 2022 and 2024, as well as roles at Equitable Advisors and PFS Investments earlier in his career. Outside of his professional work, Eric has interests in gardening, golf, pets, skiing, and volunteering.
Hilary R
CFP®, ChFC®, Series 66
Clarkston, MI
Edward Jones
Hilary Renno is a financial advisor with Edward Jones in Clarkston, MI, holding the CFP®, ChFC®, and Series 66 designations. She has 17 years of industry experience and has been with Edward Jones since 2008. Outside of her advisory role, she is a partner in a real estate property management business. 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 supported by a large nationwide network of financial advisors and branch offices.
Cleaton L
Series 63, Series 66
Rochester, MI
LPL Financial
Cleaton Lindsey III is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2009 and had a brief tenure with Mutual Service Corporation the same year. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management services, including access to third-party strategies and institutional platforms, supported by a large network of advisors and multiple operational tools.
Robert C
CFP®, PFS™, Series 63
Rochester, MI
Cetera
Robert Craun is a CFP® and PFS™ with 24 years of industry experience, currently serving at Cetera. His career includes 15 years at Avantax Advisory Services and ownership of Craun Freeman & Associates, PC, where he is vice president and treasurer. He is also a director of the Craun Freeman Charitable Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of program options and supervises over $256 billion in assets across more than 10,000 advisors.
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Finding advisors...
780 advisors near
48362
within the area shown on the map
Out of 400,000+ nationwide