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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 designation and has previous experience at Equitable Advisors and as an independent contractor. Outside of financial advising, she works as a group fitness instructor at Powerhouse Gym and provides consulting and training services through Mitrovich Consulting LLC. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model and integrates services from affiliated entities including KeyCorp affiliates, offering a range of wrap-fee programs and ancillary insurance products.
Timothy N
Series 63, Series 66
Farmington Hills, MI
Lincoln Investment
Timothy Narva is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment Planning since 2013, following prior roles at Walnut Street Securities, Inc. and Valic Financial Advisors. In addition to his advisory work, he maintains an insurance representative role handling residual income and service for fixed insurance accounts. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through both firm-managed and third-party models, supported by an in-house Investment Management & Research team.
Gary N
Series 63, Series 65
Farmington Hills, MI
Lincoln Investment
Gary Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes roles at Great American Advisors, Jefferson Pilot Securities Corporation, and Security First Group, Inc. He also acts as an insurance agent providing fixed annuities and life insurance through other business activities. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team that develops strategic model portfolios and adaptive strategies.
Keith R
PFS™, Series 65
Farmington Hills, MI
Focus Partners Wealth, LLC
Keith Rybak is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Wasserman Wealth Management, LLC. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach with tax and fee sensitivity, using a range of active and passive strategies tailored to clients’ risk tolerance, liquidity, and tax situations.
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 Series 65 licensed financial advisor at Cerity Partners LLC with eight years of industry experience. She has been with Cerity Partners since 2019 and previously worked at Blue Prairie Group, LLC from 2016 to 2019. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.
Douglas K
Series 66
West Bloomfield, MI
Private Advisor Group, LLC
Douglas Krug is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, LLC, with over two decades at Reliable Securities Inc. Outside of his advisory roles, he is licensed as a real estate agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, using various investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.
Ojie A
Series 66
Novi, MI
FIFTH THIRD SECURITIES, Inc.
Ojie Alofoje is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at Bank of America, Merrill, PNC, and Turnkey. Outside his advisory role, he owns OA Investments, an LLC that acquires and flips properties. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering a range of investment advisory and brokerage services through the Passageway Managed Account Program and other platforms. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing various program types and third-party portfolio management options.
Maggie G
Series 66
West Bloomfield, MI
Osaic Advisory Services, LLC
Maggie Guenter is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Arbor Point Advisors and Securities America, Inc. Outside of her advisory role, she has been involved with Jolyn and Melalueca, two entrepreneurial ventures she has maintained for several years. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and financial planning services, utilizing various strategies and platform relationships to support its clients.
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 worked at several firms, including Edward Jones and Peak Brokerage Services, and currently provides retirement planning education for the Michigan Association of Retired School Personnel. Brittney also operates Williams & Co, a financial services business in Brighton. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and providing education, support, and participant-level investment options through risk-based mutual fund portfolios. The firm’s investment approach emphasizes strategic asset allocation, economic analysis, and regular portfolio 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 been with Ameritas Advisory Services since 2021. Walters also serves as president of DC Walters & Associates and operates Walters Financial Group, an insurance agency handling individual and group insurance. Ameritas Advisory Services 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 employs a mix of model portfolios, mutual funds, ETFs, and individual securities, and features a corporate structure that includes insurance, broker-dealer, and investment affiliates.
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.
Millard C
Series 63, Series 65
Walled Lake, MI
VOYA Financial Advisors, Inc.
Millard Coleman II is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Voya in 2020, he worked at Valic Financial Advisors, Horace Mann Investors, and Massachusetts Mutual Life Insurance Company, among others. Outside of his advisory role, he co-founded football training camps for youth and high school athletes and serves as the Finance Director for Transformation Community Church. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies across a broad range of products and accounts, primarily managed on a non-discretionary basis.
Lisa W
Series 63, Series 66
Farmington Hills, MI
Principal Financial Services
Lisa Wright is a financial advisor with Principal Financial Services in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2015. In addition to her advisory role, Wright serves as a bank officer to support Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
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.
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1,159 advisors near
48356
within the area shown on the map
Out of 400,000+ nationwide