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321 advisors near
49423
within the area shown on the map
Out of 400,000+ nationwide
Michael S
Series 66
Holland, MI
LPL Financial
Michael Smeenge is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at Consumers Credit Union and Cuso Financial Services, LP prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and portfolio management services supported by in-house and third-party research.
Lori M
Series 66
Zeeland, MI
LPL Financial
Lori Marion is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.
Wayne D
CFP®, Series 63
Holland - Downtown, MI
Robert Baird & Co.
Wayne De Bruyn is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. He also has a concurrent role at JJB Hilliard WL Lyons LLC, where he has worked since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird employs a variety of investment strategies including manager-traded and model-traded separately managed accounts, overlay management, and tax-management techniques, supported by internal research and technology such as artificial intelligence.
Theodore S
Series 63, Series 66
Holland, MI
Edward Jones
Theodore Simpkins is a financial advisor with Edward Jones in Holland, MI, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside his advisory role, he is involved as a member of CRT LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.
Timothy H
CFP®, Series 63
Holland, MI
Ameriprise
Timothy Huizenga is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Huizenga is a board member of Community Action House and volunteers on its finance committee. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Mark Z
Series 66
Holland, MI
STIFEL
Mark Zichterman is a financial advisor with Stifel, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Stifel Nicolaus & Co Inc. Outside of his advisory role, Zichterman is the founder and director of Northcoast Premier Youth Basketball and serves on the board and investment committee of the South Christian School Foundation. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.
Alexander M
Series 66
Hudsonville, MI
Edward Jones
Alexander Mishler is a financial advisor with Edward Jones in Hudsonville, MI, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked for six years at Lake Michigan Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Glen M
Series 66
Saugatuck, MI
Edward Jones
Glen Mc Neil is a financial advisor with Edward Jones in Saugatuck, Michigan, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is the sole member of GMAC Holdings LLC, a rental business based in Fennville, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
Gary C
Series 66
Holland, MI
Raymond James & Associates
Gary Cooper is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at firms including infinex Investments, Macatawa Bank, Wintrust Bank, LPL Financial, and Wintrust Investments. Outside of his advisory role, he volunteers with The Conqueror's Strength Team in Zeeland, MI, where he spends time spreading positive messages. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, leveraging various portfolio management styles, firm research, and model manager options.
Collin B
Series 66
Hudsonville, MI
Ameriprise
Collin Bruursema is a financial advisor with Ameriprise in Hudsonville, MI, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and previously worked at Action Water Sports and Servpro. Bruursema serves on the Board of Directors for Starlight Ministries as Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on written recommendation reports and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.
Joel J
Series 63, Series 65
Holland, MI
Cetera
Joel Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been affiliated with multiple firms, including Farpointe Wealth Advisors and DeLong & Brower Financial Services, and serves as an area representative promoting financial literacy programs through Crown Financial Ministries. Johnson is also involved in an online coaching program for individuals and businesses through TSMNA LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party investment options.
Mitchell E
Series 66
Holland, MI
LPL Financial
Mitchell Eady is a financial advisor with LPL Financial holding a Series 66 designation. He has experience working at Macatawa Bank and Wintrust Investments, joining LPL Financial in 2025. Prior to his career in finance, his work history includes roles outside the industry such as in the food service sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and uses a range of model portfolios and research tools in its investment management.
Jessica T
CFP®, ChFC®, Series 66
Hudsonville, MI
Edward Jones
Jessica Tomac is a CFP® and ChFC® professional with 13 years of experience, currently serving as a financial advisor at Edward Jones in Hudsonville, MI. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.
Jack G
Series 63, Series 65
Zeeland, MI
LPL Financial
Jack Godfrey is a financial advisor with LPL Financial in Zeeland, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a partner in Koele Godfrey Investment Group and has involvement in a farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research and third-party strategies with both discretionary and non-discretionary management options.
Brandon G
Series 66
Holland, MI
Edward Jones
Brandon Gualtiere is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Alex G
Series 66
Hudsonville, MI
Edward Jones
Alex Gass is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Metro Health from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.
Scott J
CFP®, ChFC®, Series 66
Holland, MI
Edward Jones
Scott Jungling is a CFP® and ChFC® with 15 years of industry experience, currently advising clients at Edward Jones since 2010. He is based in Holland, MI. Outside of his advisory role, Jungling is involved as an owner of a real estate holding company and a partner in a private investment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated capabilities including trust services and proprietary mutual funds.
Diana V
Series 66
Hudsonville, MI
Edward Jones
Diana Vander Stelt is a financial advisor at Edward Jones in Hudsonville, MI, holding a Series 66 designation with one year of industry experience. Her work history includes multiple roles at Edward Jones since 2018 and prior experience in the pharmacy field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of financial advisors and branch offices.
Austin B
Series 66
Hudsonville, MI
Ameriprise
Austin Beaulier is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Standard Lumber & Supply, EduParts, and Range Bank among others. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations delivered in partnership with its financial advisors.
Matthew M
Series 63, Series 65
Saugatuck, MI
UBS Financial Services
Matthew Meyer is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he is a partner in several business ventures involving commercial real estate investments and leasing. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management offerings.
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Finding advisors...
321 advisors near
49423
within the area shown on the map
Out of 400,000+ nationwide