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Timothy G
Series 66
Clarkston, MI
Kestra Advisory
Timothy Good is a Series 66 licensed financial advisor with 14 years of industry experience, currently affiliated with Kestra Advisory Services, LLC since 2016. He also operates multiple DBA entities providing investment advisory, securities, and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving over $79 billion in assets under management.
Jacki P
CFP®, ChFC®, Series 63
Southfield, MI
Hantz financial Services, Inc.
Jacki Popadich is a CFP® and ChFC® with 33 years of industry experience. She has been with Hantz Financial Services, Inc. since 1999. Hantz Financial Services serves 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 it offers expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house tax and business consulting services.
Susan B
Series 66
Southfield, MI
Hantz financial Services, Inc.
Susan Brys is a financial advisor with Hantz Financial Services, Inc. She holds a Series 66 designation and has 21 years of industry experience. Susan has been with Hantz Financial Services since 2011. Outside of her advisory role, she is also a Mary Kay beauty consultant. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement plan consulting, and mortgage and insurance services through affiliated agencies.
Janet M
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Janet Meredith is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse clientele including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.
Andrew S
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Andrew Scriver is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supported by separately managed accounts and unified managed account solutions, alongside expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting, and insurance and mortgage origination services.
Breanna E
Series 66
Commerce Twp, MI
Transamerica Retirement Advisors, LLC
Breanna Emmett is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and bringing 10 years of industry experience. Her previous roles include positions at Transamerica Life Insurance Company, RBC Capital Markets, LLC, and Jackson National Life Distributors LLC. Outside of financial advising, she coaches clients on adopting healthy habits through a health coaching business and works as a driver and pet sitter. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, focusing on managed advice and investment education programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with approximately 301 advisors and over 200,000 clients.
Bradley J
Series 63, Series 65
Brighton, MI
AE Wealth Management, LLC
Bradley Jones is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has previously worked with Mass Mutual Investors Services and Strickler Jones Financial Group and currently owns and operates Jones Retirement Advisors, LLC, focusing on insurance sales and financial advisory services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting its large client base through a platform-oriented approach.
Michael M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Michael Martell is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach using ETFs, separately managed accounts, and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.
Natalie G
Series 65
Southfield, MI
Focus Partners Wealth, LLC
Natalie Gordon is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Telemus Capital, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a broad set of investment strategies and affiliated service relationships.
Matthew B
Series 63, Series 65
Brighton, MI
FIFTH THIRD SECURITIES, Inc.
Matthew Bailey is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank and Trinity Health Senior Communities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, incorporating multiple investment strategies and third-party portfolio managers.
Jeffrey F
CFP®, Series 66
Farmington Hills, MI
Focus Partners Wealth, LLC
Jeffrey Freeberg is a CFP® professional with five years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Midwest Capital Advisors, Sagepoint Financial, Peacehaven Advisory Group, and other firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Antonio N
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Antonio Natale is a financial advisor at Hantz Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2015. Outside of his advisory role, he serves as a consultant and board member for Photon Insights, Inc., where he contributes to sales, distribution, and product strategy. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a range of financial planning and fiduciary services.
Eric B
Series 66
Southfield, MI
Hantz financial Services, Inc.
Eric Burt is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Hantz Financial Services, Inc. since 2012. He is based in Southfield, MI. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering financial planning, portfolio and wealth management, and other related services with an investment process focused on diversified, ETF-centered model portfolios and tax-aware strategies.
Samuel M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Samuel Macalpine is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with two years of industry experience. His background includes roles in financial services as well as positions at educational institutions and golf clubs. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered model portfolios, wealth management, and related financial services.
Rickie S
Series 63, Series 65
West Bloomfield, MI
SPC
Rickie Sherline is a financial advisor at SPC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1997. Outside of his advisory role, he serves as president of the Pisgah/Zeiger B'nai B’rith lodge, a Jewish charitable organization providing community services such as scholarships and food assistance. 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 plan services through a network of over 460 advisors.
Ruben F
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Ruben Fowlkes is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial since 2004. Outside of his advisory role, Fowlkes owns Omega Enterprises, a personal training business where he trains high school students and adults in dieting, strength, and agility. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm utilizes model-driven ETF strategies, separately managed accounts, and alternative investments, supported by affiliated banking, tax, and retirement-plan consulting services.
Paul R
Series 63
Clarkston, MI
Ameritas Advisory Services, LLC
Paul Robak is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and possessing 28 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding affiliation with Walters Financial Group dating back to 1998. Outside of his advisory work, Robak coaches high school basketball at Waterford Our Lady Of The Lakes High School. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a combination of in-house model portfolios, third-party managers, and integrated solutions with affiliated entities.
Vadim C
Series 66
Southfield, MI
Hantz financial Services, Inc.
Vadim Chernyak is a Series 66-licensed financial advisor with 14 years of industry experience, currently practicing at Hantz Financial Services, Inc. in Southfield, MI, where he has worked since 2011. 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, supported by affiliated entities such as a trust bank and in-house tax and business consulting services.
Keith G
Series 63, Series 66
Fenton, MI
Kestra Advisory
Keith Green is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial for 21 years. Green serves as Chairman of the Board for God's Love Foundation and owns Innovative Retirement Solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice with a focus on due diligence and multiple management platforms.
Erina D
Series 66
Southfield, MI
Hantz financial Services, Inc.
Erina Dinkollari is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2012. Prior to her advisory role, she has also worked at Kmart Corporation since 2007. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios incorporating asset allocation and tax-aware strategies, and operates a broad range of affiliated financial services including mortgage brokerage and insurance.
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1,637 advisors near
48383
within the area shown on the map
Out of 400,000+ nationwide