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Douglas B
CFP®, Series 63, Series 65
Lansing, MI
Rehmann Wealth
Douglas Barber is a CFP® professional with 33 years of experience in financial advising. He has worked with Rehmann Financial since 2001 and has been with Rehmann Financial Network, LLC since 2017, following seven years at Royal Alliance Associates. Barber serves as an at-large board member of Disability Connections, a nonprofit organization. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary management supported by an in-house investment team and third-party managers.
Ryan H
Series 66
Lansing, MI
Rehmann Wealth
Ryan Hammis is a financial advisor with Rehmann Wealth in Lansing, MI, holding a Series 66 designation and six years of industry experience. He has worked at Rehmann Financial since 2019 and previously held roles at Raymond James and Newtech Automotive Services. Hammis serves on the boards of two non-profit organizations, SVRC Industries and Junior Achievement of North Central Michigan. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm provides comprehensive wealth management services and uses an in-house investment team alongside third-party managers to construct diversified portfolios.
Ryan S
CFP®, Series 63
Lansing, MI
Rehmann Wealth
Ryan Sullivan is a CFP® with 23 years of experience in the financial services industry. He has worked at Rehmann Financial Network, LLC since 2017 and previously spent seven years at Royal Alliance Associates. Sullivan serves as a board member of the National Writers Series, a nonprofit organization focused on the arts. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.
Mac C
Series 63, Series 66
Okemos, MI
Creative Financial Designs, Inc.
Mac Carpenter is a financial advisor with Creative Financial Designs, Inc. in Okemos, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Creative Financial Designs and related entities since 2016. Outside of his advisory role, he owns Carp Ventures, Inc., a software development and sales business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm uses asset-class model allocations guided by an Executive Investment Committee and offers specialized strategies including Biblically Responsible Investing.
Larry W
ChFC®, Series 66, Series 65, Series 63
Okemos, MI
Creative Financial Designs, Inc.
Larry Weichel is a financial advisor with Creative Financial Designs, Inc. in Okemos, MI, holding the ChFC® designation along with Series 66, 65, and 63 licenses. He has 18 years of industry experience, including prior roles at Gleaner Life, Regulus Advisors, LLC, and Lutheran Financial Services. Outside of his advisory work, he is a partner in LW River Partners, LLC, a woodworking business. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm employs asset-class model allocations and risk-based objectives, supported by third-party research and an Executive Investment Committee, and offers specialized strategies including Biblically Responsible Investing.
Max W
CFA®
Lansing, MI
Rehmann Wealth
Max Wellinger is a CFA® charterholder with six years of industry experience. He has worked at Rehmann Wealth since 2023 and previously spent 11 years at Plante Moran Financial Advisors. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary asset management with a combination of in-house and third-party investment strategies.
Thomas W
CFP®, Series 66
Lansing, MI
Rehmann Wealth
Thomas Wiggins is a CFP® professional with 19 years of industry experience. He has been with Rehmann Financial since 2008 and joined Rehmann Financial Network, LLC in 2017. Prior to that, he worked at Royal Alliance Associates from 2010 to 2017. Rehmann Wealth serves a diverse client base including individuals, families, trusts, non-profits, and institutional clients, offering investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team and utilizes a range of investment vehicles while maintaining integrated relationships through affiliated entities and a multi-advisor platform.
Joseph Z
Series 63, Series 66
Lansing, MI
Rehmann Wealth
Joseph Zaiter Jr. is a financial advisor at Rehmann Wealth in Lansing, MI, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Rehmann Financial Network and Rehmann Capital Advisory Group since 2017, following prior roles at Royal Alliance Associates and Raymond James & Associates. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, and institutional clients. The firm provides comprehensive investment management and financial planning services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios with ongoing supervision and disciplined rebalancing.
Adam B
CFP®, Series 65
Lansing, MI
Rehmann Wealth
Adam Brenders is a financial advisor at Rehmann Wealth in Lansing, MI, holding CFP® and Series 65 credentials with four years of industry experience. Prior to joining Rehmann Wealth in 2025, he worked at Plante Moran Financial Advisors and Plante Moran, and spent a year at Michigan Ross School of Business. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, charitable organizations, non-profits, small businesses, and institutional sponsors. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services including ERISA 3(21) and 3(38) for retirement plans, as well as access to private investment opportunities and a multi-billion dollar asset base.
Molly B
Series 65
Lansing, MI
Rehmann Wealth
Molly Brueggeman is a financial advisor at Rehmann Wealth in Lansing, MI, holding a Series 65 designation with two years of industry experience. She previously worked at Plante Moran Financial Advisors and Plante Moran, among other roles. In addition to her advisory work, she serves as a Senior Associate in accounting at Rehmann. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing both an in-house investment team and third-party managers to construct diversified portfolios.
Basam M
Series 66
Lansing, MI
Rehmann Wealth
Basam Malik is a financial advisor with Rehmann Wealth, holding a Series 66 designation and 13 years of industry experience. He has worked at Rehmann Financial Network, LLC since 2019 and previously at Royal Alliance. Outside of his advisory role, Malik is a paid on-call firefighter and an NRA-certified firearms instructor offering pistol safety and training courses for Michigan Concealed Pistol Licenses. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services. The firm employs an in-house investment team alongside third-party managers to build diversified portfolios with ongoing supervision and rebalancing.
Luke T
Series 63, Series 65
Lansing, MI
Rehmann Wealth
Luke Terry is a financial advisor at Rehmann Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rehmann Financial Network, LLC since 2017, with prior experience at Royal Alliance Associates. Terry serves as treasurer for the Lansing Regional Chamber of Commerce. Rehmann Wealth serves a diverse client base including individuals, families, trusts, and institutional clients, providing comprehensive investment management and financial planning services supported by an in-house investment team and access to third-party managers.
Charles M
ChFC®, Series 63
Mason, MI
ValMark Advisers, Inc.
Charles Moore is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and a Series 63 license, and has 35 years of industry experience. Moore has been with ValMark Advisers and ValMark Securities since 2011 and has operated his own practice since 1995. Outside of his advisory work, he is involved in the sale of insurance products through Oracle Financial Solutions. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of fee-based planning and consulting options.
Curtis M
Series 66
Okemos, MI
Hantz financial Services, Inc.
Curtis Meyers is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. Outside of his advisory role, he coaches the varsity basketball team at Saint Patrick School in Portland, Michigan. 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, wealth management, and fiduciary services.
Thomas D
Series 63, Series 65
Okemos, MI
Hantz financial Services, Inc.
Thomas Devereaux is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Hantz Financial Services since 2008. 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 unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.
Shane S
Series 63, Series 65
Okemos, MI
Hantz financial Services, Inc.
Shane Seybert is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. 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 supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and retirement-plan advisory services.
Jacob J
Series 66
Okemos, MI
Hantz financial Services, Inc.
Jacob Junglas is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with nine years of industry experience. He has been with the Hantz Group since 2015. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary services. The firm’s investment approach focuses on model-driven ETF strategies supported by separately managed accounts and alternative investments, complemented by affiliated banking, tax, and insurance services.
Sierra C
Series 66
Okemos, MI
Hantz financial Services, Inc.
Sierra Clow is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Chartwells Higher Education and Spring Arbor University. 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 offers a range of financial planning, wealth management, and retirement-plan advisory services.
Elisa R
Series 66
Okemos, MI
Eagle Strategies (NY Life)
Elisa Ramos is a financial advisor with Eagle Strategies (NY Life) based in Okemos, MI, holding a Series 66 license and seven years of industry experience. Her prior roles include positions at Morgan Stanley, AXA Advisors, and MassMutual Great Lakes. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.
Jeffery S
ChFC®, Series 63
Okemos, MI
Hantz financial Services, Inc.
Jeffery Soper is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with 33 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Hantz Financial Services since 2006. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by in-house tax, business consulting, and affiliated insurance and mortgage origination capabilities.
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158 advisors near
48827
within the area shown on the map
Out of 400,000+ nationwide