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430 advisors near
49401
within the area shown on the map
Out of 400,000+ nationwide
Bryan P
Series 66
Grand Rapids, MI
Edward Jones
Bryan Pieper is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. Prior to his current role at Edward Jones, he worked in various positions including at Inline Vape, Acosta, and LKQ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, maintaining a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.
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.
Brennan S
Series 66
Wyoming, MI
Raymond James Financial
Brennan Smits is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Valentine Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs across a large network of advisors.
Jeffrey S
Series 66
Byron Center, MI
Edward Jones
Jeffrey Schaub is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Herman Miller and Market Source. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Dewey E
CFP®, ChFC®, Series 63, Series 65
Byron Center, MI
LPL Financial
Dewey Engelsma is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Advisory Alpha, and Purshe Kaplan Sterling Investments. Outside of his advisory work, Engelsma is also involved in teaching at Pavilion Christian School in Grand Rapids, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Del Y
Series 66
Hudsonville, MI
Edward Jones
Del Young is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously was employed by Autowares Group of Companies and Grand Valley State University. 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, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Kevin P
Series 63, Series 66
Coopersville, MI
LPL Financial
Kevin Priddy is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with LPL Financial since 2007 and previously worked as an independent financial advisor from 2008 to 2017. Outside of his advisory role, he is involved in oil and gas exploration through Huntington Oil LLC and works as a tax associate at Intuit Turbo Tax. 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 a range of advisory programs, financial planning, and brokerage services supported by research from LPL Research and third-party subadvisors, with both discretionary and non-discretionary management options.
Connor N
Series 66
Grandville, MI
Edward Jones
Connor Naklizki is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Cintas Corporation, LVZ Advisors, and Drake Financial Group. He also has eight years of experience associated with Byron Center High School and Hope College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory services, supported by a large nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Eric H
Series 66
West Olive, MI
Thrivent Investment Management
Eric Henley is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and no prior industry experience. Before joining Thrivent, he worked in education at Metro Nashville Public Schools and Robertson County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad set of topics, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.
Brandon V
Series 63, Series 66
Grand Rapids, MI
LPL Financial
Brandon Valdo is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at infinex Investments, Inc. for eight years as well as at Flagstar Bank for 15 years. 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 a range of financial planning and advisory programs, including retirement plan consulting and brokerage services.
Edward D
ChFC®, Series 63, Series 65
Byron Center, MI
Cambridge Investment Research Advisors
Edward Dublis is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including eight years at LPL Financial prior to joining Cambridge in 2013. Outside of his advisory work, he is a professional musician. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and both proprietary and third-party investment strategies.
Andrew C
Series 66
Byron Center, MI
Thrivent Investment Management
Andrew Cousino is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including American Eagle and Kohl’s. Andrew is based in Byron Center, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.
Levi H
Series 63, Series 65
Grand Haven, MI
Cetera
Levi Haight is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Avantax Investments Services, LPL Financial, and Guardian Life Insurance. Haight also manages Haight Wealth Group, LLC, which he established for tax purposes and employee payroll. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Michael D
Series 63, Series 66
Allendale, MI
Edward Jones
Michael Dolce is a financial advisor at Edward Jones with 29 years of industry experience. His background includes roles at Northwestern Mutual Investment Services LLC and other firms, as well as self-employment. Outside of finance, he works as a sports official in Grand Rapids, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Christopher P
Series 66
Wyoming, MI
Edward Jones
Christopher Parker is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked in public education at several school districts in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.
Philip H
Series 66
Coopersville, MI
LPL Financial
Philip Hayes is a financial advisor with LPL Financial in Coopersville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2014. Hayes operates Main Street Wealth Management as part of his advisory activities. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.
David H
CFP®, Series 63, Series 66
Wyoming, MI
Edward Jones
David Hibschman is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.
Jennifer C
Series 66
Coopersville, MI
Edward Jones
Jennifer Cobb is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
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430 advisors near
49401
within the area shown on the map
Out of 400,000+ nationwide