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264 advisors near
48843
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Matthew L
Series 65
Brighton, MI
SimplyRIA Advisor Network
Matthew Lamarre is a financial advisor at SimplyRIA Advisor Network with 15 years of industry experience. He holds a Series 65 designation and has been involved with firms including Jackson Kennedy since 2013, Caitlin John, LLC since 2011, and M&L Retirement Solutions since 2009. Outside of advisory roles, he is a managing partner and owner involved in selling annuities, FIA, and life insurance products. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, consulting, and fiduciary support. The firm employs a combination of active and passive strategies, offering discretionary and non-discretionary management through a multi-office structure that supports multiple independent IAR practices.
Ronald B
Series 63, Series 65
Brighton, MI
SimplyRIA Advisor Network
Ronald Briggs III is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at several firms including Jackson National Life and currently serves as Director of Business Development at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans, offering investment management, financial planning, consulting, and fiduciary support. The firm combines strategic asset allocation with active and passive management through a corporate RIA structure that hosts multiple independent advisory practices.
Christopher B
Series 65
Brighton, MI
Strickler Investment Services, LLC
Christopher Bakken is a financial advisor at Strickler Investment Services, LLC with a Series 65 designation and one year of industry experience. His previous roles include positions at Mercer Advisors and CMT Digital. Strickler Investment Services offers discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm uses an active, asset-allocation driven approach that incorporates equities, ETFs, and mutual funds, and provides services such as portfolio supervision, tax preparation through an affiliated entity, and advice on held-away accounts and insurance products.
Benjamin R
Series 65
Brighton, MI
SimplyRIA Advisor Network
Benjamin Radley is a Series 65-licensed advisor with SimplyRIA Advisor Network in Brighton, MI. He has been with SimplyRIA and SimplyRIA Advisor Network since 2026 and has prior experience working in various roles over the past several years, including at Grand Valley State University and South Lyon Public Schools. He has also worked at multiple golf courses earlier in his career. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support through a team of 26 advisors. The firm combines strategic asset allocation with active and passive management and operates under a corporate RIA structure that supports multiple independent adviser practices.
Jacob F
Series 65
Brighton, MI
MariPau Wealth Management LLC
Jacob Fritts is a financial advisor with MariPau Wealth Management LLC in Brighton, MI, holding a Series 65 license and one year of industry experience. Before joining MariPau, he spent six years at Display Group and held roles at Detroit Wallpaper and as a Senior Account Executive. Outside of his advisory work, he consults for event production companies, providing sales, marketing, and leadership support. MariPau Wealth Management offers tailored investment advisory and financial planning services to individuals, corporations, and other entities, managing portfolios with a fiduciary approach that includes discretionary management and access to third-party independent managers.
Charleen M
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
David R
Series 63, Series 65
Brighton, MI
Founders Financial Securities LLC
David Rea is a financial advisor with Founders Financial Securities LLC in Brighton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Founders Financial Securities since 2009 and previously spent 37 years at REA & Shoemaker PC. Outside of advising, he serves as a tax return reviewer for GRAD & SHOEMAKER P.C. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of advisory programs that include model portfolios and third-party sub-advisory relationships.
Kellan L
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Kellan Landefeld is a Series 65-licensed advisor with Foguth Wealth Management, LLC. He joined the firm in 2025 and has previously been affiliated with Foguth Financial Group. His academic background includes time spent at Case Western Reserve University and Michigan State University. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm emphasizes tailored investment plans and model portfolios focusing on exchange-traded products and applies a blend of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Caleb H
Series 65, Series 63
Brighton, MI
Foguth Wealth Management, LLC.
Caleb Hug is a financial advisor at Foguth Wealth Management, LLC., holding Series 65 and Series 63 licenses. He began his advisory career in 2025 after 15 years with Walmart Inc. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion through a multi-advisor team. The firm offers tailored investment plans emphasizing exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Caleb M
Series 66, Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Caleb Marsh is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at Strategic Advisory Partners and Morgan Stanley Private Bank. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Vincent P
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Vincent Pucillo is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 designation and two years of industry experience. His prior work includes roles at Plante Moran Financial Advisors, SGH Wealth Management, and American Marketing & Publishing. Outside of financial advising, he is the owner and Director of Operations and Sous Chef at The 405 Hospitality Group, LLC, a hospitality and private chefs business. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using tailored investment plans focused on exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Dionisios Z
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Dionisios Zavradinos is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Foguth Wealth Management in 2025, he worked in various roles outside the financial industry, including positions at Urban Gyro and The Jagged Fork. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on tailored investment plans emphasizing exchange-traded products and a blend of analytical approaches, offering periodic client reviews and educational seminars.
James K
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
James Komoroski is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation. He has prior experience at Rocket Companies, TruStage, and The M1 Agency LLC, with a total of approximately 14 years in related roles. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing about $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Jordan M
Series 66, Series 65
Brighton, MI
Foundations Investment Advisors LLC
Jordan Main is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Gradient Advisors LLC, Fusion Capital Management, and AE Wealth Management, among others. Outside of advisory work, he is involved in tax preparation and accounting services through Main Financial Group. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, incorporating model portfolios and an asymmetric rebalancing strategy across a broad network of affiliated offices.
Lauren B
Series 63, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Lauren Borkowski is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative and Planning Consultant. Prior to joining Fidelity, she worked as a Client Service Associate at Morgan Stanley and as a Client Associate at Merrill Lynch. Lauren's experience spans client service and financial planning, where she focuses on developing strong relationships with clients. She emphasizes understanding clients' unique situations and goals to co-create financial plans that address their priorities. Her approach is centered on ensuring clients feel comfortable and confident throughout the financial planning process. Lauren utilizes the strategies and resources available at Fidelity to assist clients in navigating financial obstacles. Further information on her education, credentials, personal interests, or community involvement has not been provided.
Kyle L
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Kyle Lanczki is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent several years involved with the Detroit Tigers organization, including Major League Baseball and minor league affiliates. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Bradley V
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Bradley Vey is a financial advisor at Foguth Wealth Management, LLC with 12 years of industry experience. He holds the Series 65 designation and has worked previously at truAdvice, LLC and Brookstone Capital Management LLC. In addition to his advisory work, he operates as an independent insurance agent specializing in insurance and fixed annuity sales. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing exchange-traded products and a combination of fundamental, technical, and Modern Portfolio Theory-based analysis.
Rhoda W
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Rhoda Woods is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Perigon Wealth Management, LLC and Lumin Financial, LLC. Woods is also a licensed insurance agent and operates Alpha Omega Insurance and Financial Services, LLC, where she provides financial coaching and insurance sales. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, focusing on tailored investment plans that utilize exchange-traded products and a mix of analytical approaches.
Drew G
CFP®, Series 63, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Drew Green is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foguth Wealth Management, LLC. He has previously held roles at Fidelity Investments and its subsidiaries over a 14-year period. Outside of his advisory work, he owns a photography business called The Greener Side. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Cory C
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Cory Carlson is a financial advisor at Foguth Wealth Management, LLC., holding a Series 66 designation with 10 years of industry experience. He previously worked at Hantz Financial Services for 11 years before joining Foguth Wealth Management in 2026. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
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Finding advisors...
264 advisors near
48843
within the area shown on the map
Out of 400,000+ nationwide