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Charlene R
Series 63, Series 65
Ann Arbor, MI
Focus Partners Wealth, LLC
Charlene Reardon is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at Telemus Capital LLC for 11 years and Kovitz Investment Group Partners, LLC for 2 years before joining Focus Partners Wealth. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset classes and third-party managers.
Brandon R
Series 63, Series 65
Ann Arbor, MI
SPC
Brandon Rydell is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Sigma Financial Corporation since 1997 and with Parkland Securities since 2014. He serves as a board member for the Give and DELIVER SPS Family Charitable Foundation, a nonprofit organization supporting fundraising activities linked to his associated firms. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored investment advice primarily through the SIGMA Managed Account program and other account offerings.
Kassem A
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Kassem Atwi is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. Prior to his advisory role, he held various positions including roles at DoorDash and the University of Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm uses a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.
Stephen N
Series 63, Series 65
Ann Arbor, MI
SPC
Stephen Nichols is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with G3 Advisors and Lyman & Sheets Insurance Agency. Nichols is also involved in an outside insurance business, selling and servicing group life, health, LTC, and DI insurance through various carriers. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and associated programs.
Aaron J
CFP®, Series 66
Ann Arbor, MI
Osaic Advisory Services, LLC
Aaron Jensen is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Osaic Wealth and Osaic Advisory Services in 2024, he worked at Sigma Financial Corporation from 2006 to 2024. Jensen is a passive partner in several LLCs that hold interests in local restaurant and sports bar ventures in the Ann Arbor area. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, and retirement plan consulting through multiple program models, utilizing proprietary and third-party platforms and managers.
Robert H
Series 63, Series 65
Ann Arbor, MI
SPC
Robert Hoger is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at SPC since 2012 and maintains ongoing roles at Sigma Financial Corporation, Marketforce, and Robert A. Hoger Independent Insurance Agency. Outside his advisory work, he owns R.A. Hoger and Associates, LLC, which provides insurance services and financial planning support for families with college-bound students, and he teaches long-term care insurance sales concepts to internal sales representatives at Aegis Financial. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary management strategies and coordinating with third-party managers and custodial platforms.
Tyler J
Series 66
Ann Arbor, MI
AE Wealth Management, LLC
Tyler Jones is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Endependence Financial. Outside of his advisory role, he facilitates access to estate planning document services for clients. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and operates a platform serving a large number of clients with standardized investment solutions.
Timothy R
CFP®, Series 63
Ann Arbor, MI
SPC
Timothy Rosiak is a CFP® with 38 years of industry experience, currently serving at SPC since 2002. He also has a longstanding affiliation with SIGMA Financial Corporation dating back to 1994. Outside of his advisory roles, he is involved with The Fortune Financial Group, which sells health, life, disability, and group dental insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of investment adviser representatives.
Brendan H
Series 66
Canton, MI
Hantz financial Services, Inc.
Brendan Hunt is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Hantz Tax and Business and has teaching experience at Eastern Michigan University and Jackson College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs model-driven ETF strategies combined with separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.
Eric W
Series 63, Series 66
Ann Arbor, MI
SPC
Eric Wiedyk is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has worked at Sigma Financial Corporation since 1997. Wiedyk serves on the board of education at St. Stephen Lutheran School. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs and strategic partnerships.
Mitchell B
CFP®, Series 66
Ann Arbor, MI
SPC
Mitchell Brunner is a CFP® professional with five years of experience, currently affiliated with SPC. His prior work includes roles at Sigma Financial Corporation and the Michigan State Senate. Outside of advisory work, he sells term life insurance products and operates a securities-related business under the name Brunner & Van Gorder Financial. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, discretionary advice through various account programs, including SIGMA Managed Accounts and the Axis Platform.
Matthew E
Series 66, Series 63
Ann Arbor, MI
SPC
Matthew Eichorn is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Sigma Financial Corporation since 2012. Outside of his advisory role, Eichorn serves as secretary of the Adrian Diamond Club, a nonprofit organization supporting the Adrian Lookouts baseball team, and works as an assistant coach for Adrian Varsity Football. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs, operating with close affiliations to broker-dealers and insurance agencies.
Peter L
Series 66
Canton, MI
Hantz financial Services, Inc.
Peter Luther is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Hantz Financial Services, Inc. since 2010. He is based in Canton, MI, and is part of a firm with a sizeable team of 293 advisors. 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 offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance entities.
Thomas M
Series 63, Series 65, Series 66
Van Buren Twp, MI
Empower Advisory Group
Thomas May is a financial advisor with Empower Advisory Group who holds Series 63, Series 65, and Series 66 credentials and has 23 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services, and Western & Southern Life, among others. Outside of advising, he manages bookkeeping services for small businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base with recommendations generally aligned with plan sponsor-chosen options.
Carter F
Series 66
Ann Arbor, MI
SPC
Carter Fribley is a financial advisor at SPC in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Axtella, Foguth Financial Group, Preferred Financial Partners, and CVS Health. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs, including the SIGMA Managed Account.
Nikolis D
Series 66
Ypsilanti, MI
The huntington Investment company
Nikolis D'annunzio is a financial advisor at The Huntington Investment Company with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, H&R Block, and The Huntington National Bank. Prior to his financial services career, he spent five years at Innovative Waterproofing Solutions and three years at Menard, Inc. 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 using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.
Cammy D
CFP®, Series 63, Series 65
Ann Arbor, MI
SPC
Cammy Domine is a CFP® professional with 33 years of industry experience, currently affiliated with SPC. She has worked at Sigma Financial Corporation since 2003 and joined Sigma Planning Corp. in 2024. Cammy is a part owner of Administration Specialist, Inc., a third-party administrator specializing in 401(k) pension plan services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through multiple account programs.
Nathanial C
Series 66
Canton, MI
Hantz financial Services, Inc.
Nathanial Chambers is a financial advisor with Hantz Financial Services, Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles at New York Life and various positions outside the financial sector. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.
Drake C
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Drake Chwalibog is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Hantz Financial Services since 2014. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, including both high-net-worth and non-high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets and employs a diversified, ETF-centered investment approach across various portfolio models, supplemented by access to third-party managers and tax-aware strategies.
Daniel L
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Daniel Luther is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2013. 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 and unified managed accounts, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.
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Finding advisors...
897 advisors near
48197
within the area shown on the map
Out of 400,000+ nationwide