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993 advisors near
48104
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Out of 400,000+ nationwide
Cyle G
Series 66
Ann Arbor, MI
SPC
Cyle Gillman is a financial advisor at SPC with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, The Huntington Investment Company, Parkland Securities, Sigma Planning Corporation, and Sigma Financial Corporation. He is also involved in managing Northern Michigan Insurance and Financial LLC and operates a financial services business under the name IvoryGrey Financial Strategies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options.
Patrick S
Series 63, Series 66
Ann Arbor, MI
SPC
Patrick Shope is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with SPC since 2013 and also provides investment advisory services through his DBA, Shope & Associates, LLC. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisors.
Micah W
Series 63, Series 65
Ann Arbor, MI
SPC
Micah Webb is a financial advisor at SPC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parkland Securities since 2014 and SPC since 2013. Webb also sells life insurance through various insurance companies. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services delivered through a network of over 460 advisers managing approximately $5.66 billion in assets.
Mark S
Series 66
Ann Arbor, MI
SPC
Mark Steinman is a financial advisor at SPC with 15 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2014, SPC since 2012, and Sigma Financial Corporation since 2010. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives. The firm offers portfolio management, financial planning, consulting, and ERISA-related retirement plan services, utilizing discretionary management and various client-directed strategies.
Kenneth B
CFP®, Series 63, Series 65
Ann Arbor, MI
SPC
Kenneth Burek is a CFP® with 32 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 2008 and operates a financial services practice under the name Burek Financial Services. In addition to advisory work, he sells various lines of insurance and fixed indexed annuities through multiple carriers. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored 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 plan services, with a corporate structure that includes affiliated broker-dealers and insurance agencies.
Nicholas F
Series 66
Ann Arbor, MI
SPC
Nicholas Field is a financial advisor at SPC with 11 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities, SPC, and Sigma Financial Corporation since 2015. Outside of his advisory role, he is involved in consulting for a family-owned facilities maintenance business in Saline, Michigan. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies alongside co-advisor and promoter arrangements with third-party managers.
Amanda H
Series 63, Series 65
Ann Arbor, MI
SPC
Amanda Hadley is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Sigma Planning Corporation, Sigma Financial Corporation, NYLIFE Securities LLC, and New York Life Insurance Co., among other firms. She serves as a board member for TWIGS, a nonprofit organization in Lansing, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse clientele, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.
William S
Series 66
Ann Arbor, MI
SPC
William Sininger is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with SPC and Sigma Financial Company, having previously worked at LPL Financial, Parkland Securities, and Sigma Financial Corporation. Outside of his advisory roles, he is involved in the sale of non-variable life and health insurance products. 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 plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.
Robert E
Series 66
Ann Arbor, MI
&PARTNERS
Robert Eppler is a financial advisor at &Partners with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Intuitive Surgical Inc. He is based in Ann Arbor, MI. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.
Steven M
CFP®, Series 63, Series 65
Ann Arbor, MI
Osaic Advisory Services, LLC
Steven Morse is a CFP® professional with over 36 years of experience in financial planning and investment advisory. He is currently with Osaic Advisory Services, LLC, having previously worked at SIGMA Financial Corporation and operated his own firms for several decades. Outside of advisory work, he is president of Steven Morse & Company, providing tax planning and preparation services, and holds a licensed insurance agent role for life insurance and fixed annuities. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and charitable entities, offering investment management, financial planning, retirement consulting, and related services. The firm employs multiple program models and uses a combination of proprietary and third-party platforms to build and monitor client portfolios.
Vincent G
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Vincent Guariniello is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Hantz Financial Services, he worked for the City of Trenton and was affiliated with the University of Michigan - Dearborn. 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 along with separately managed and unified managed accounts, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.
Kyle B
Series 66
Ann Arbor, MI
SPC
Kyle Brunner is a financial advisor at SPC with five years of industry experience. He holds a Series 66 designation and has worked at Brunner & Van Gorder Financial and Sigma Financial Corporation. Outside of advisory work, he provides administrative support for the office of Steve Brunner. SPC serves a diverse client base including individuals, charitable organizations, corporations, and 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 advisers.
Gregory G
Series 63, Series 65
Ann Arbor, MI
SPC
Gregory Genter is a financial advisor at SPC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he serves on the board of the Southern Wayne County Chamber, participates in the Allen Park Downtown Development Authority committee, and is a board member of Children with Hair Loss, a nonprofit organization. SPC serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund management.
Stephen R
Series 63, Series 66
Plymouth, MI
Eagle Strategies (NY Life)
Stephen Rowley III is a financial advisor with Eagle Strategies (New York Life) in Plymouth, MI, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been associated with Eagle Strategies since 2013 and also operates Rowley Services, Inc., which manages his brokered life insurance business. Outside of his advisory work, Rowley is a minority owner of the professional soccer team DCFC and serves on the boards of the New Hope Center for Grief Support and the WBCCI Foundation. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services, with an emphasis on tailoring recommendations to client objectives and primarily managing assets on a non-discretionary basis.
Cameron A
Series 65
Canton, MI
Hantz financial Services, Inc.
Cameron Allen is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Hantz Tax and Business and Fabiano Brothers. 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 and offers a range of wealth management, financial planning, and fiduciary services, supported by affiliated businesses such as a state-chartered trust bank and in-house tax and business consulting.
Daniel M
CFP®, Series 63, Series 66
Ann Arbor, MI
SPC
Daniel Maciver is a CFP® with nine years of industry experience, currently serving at SPC in Ann Arbor, MI. He has worked at Financial & Portfolio Advisors Ltd. and Sigma Financial Corporation. Outside of his advisory role, Maciver is treasurer and a board member for both the Clarenceville Athletic Boosters Club and the Clarenceville Education Foundation, Inc. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.
Gregory J
Series 63, Series 65
Ann Arbor, MI
SPC
Gregory Jasick is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2015 and operates Jasick and Associates, LLC, where he also sells individual and group health, disability, dental, and life 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.
Bryan K
Series 66
Ann Arbor, MI
SPC
Bryan Knop is a financial advisor at SPC with 17 years of industry experience. He holds a Series 66 designation and has worked at SPC and Parkland Securities since 2017, following eight years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he operates a sole proprietorship under the name 6Metre Financial, offering securities and insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.
Craig B
CFP®, Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Craig Blasiman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2013. He holds a Series 66 license and provides financial planning and investment advisory services as part of a large enterprise firm. 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 expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank, tax and business consulting, and insurance and mortgage origination.
Vincent B
CFP®, ChFC®, Series 63
Ann Arbor, MI
Hantz financial Services, Inc.
Vincent Buzolits is a CFP® and ChFC® with 36 years of industry experience. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 1999. 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, portfolio management, and fiduciary services.
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Finding advisors...
993 advisors near
48104
within the area shown on the map
Out of 400,000+ nationwide