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69 advisors near
48880
within the area shown on the map
Out of 400,000+ nationwide
Paige B
Series 66
Alma, MI
Edward Jones
Paige Black is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, Paige worked in various self-employed roles and at Origin Coffee Bar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products across a nationwide network of advisors and branch offices.
Travis S
Series 66
Mt Pleasant, MI
Edward Jones
Travis Smith is a Series 66 licensed financial advisor with Edward Jones in Mt Pleasant, Michigan, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices, and operates under a fiduciary standard.
Amy H
CFP®, Series 66
Mt Pleasant, MI
Edward Jones
Amy Hovey is a financial advisor with Edward Jones in Mt Pleasant, MI, holding the CFP® designation and Series 66 license. She has 16 years of industry experience, including 17 years with Edward Jones. Outside of advisory work, she owns an LLC that manages an office building used for her Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and 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, operating under a fiduciary standard.
Caden K
Series 66
Alma, MI
Edward Jones
Caden Kipp is a financial advisor with Edward Jones in Alma, MI, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked in various roles at companies including Smith Lawnscapes, Alma Bolt Company, Menards, and Sprint Wireless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Anthony Y
Series 66
Mount Pleasant, MI
Raymond James Financial
Anthony Yuncker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with Raymond James since 2019 and previously with Valic Financial Advisors from 2013 to 2019. Yuncker is also the owner of Skeeter's Comet LLC, a business investment outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad range of advisory programs.
James H
Series 66
Alma, MI
LPL Financial
James Hancock II is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked for seven years at Alma College and four years at Michigan State University. Outside of his advisory role, he is a business owner of Alma Glengravel LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.
Kelly S
Series 66
Mt Pleasant, MI
Edward Jones
Kelly Starry is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, Kelly worked for six years at American Credit Acceptance and has experience in both the finance and service industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
William S
Series 66
Mount Pleasant, MI
Raymond James Financial
William Scheese is a financial advisor at Raymond James Financial with a Series 66 designation and five years of industry experience. He has worked with Raymond James Financial Services Advisors and Raymond James Financial Services Inc. since 2020 and has prior experience at Isabella Bank. Outside of his advisory role, he co-owns Scheese Farms LLC, where he manages agricultural operations alongside his brother. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.
Jared M
CFP®, Series 66
Alma, MI
OSAIC
Jared Merchant is a CFP® professional with 24 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of advisory work, he is involved in community health as a board member of GRAIOT Integrated Health Network and serves as a trustee on the Ithaca Public Schools Board of Education. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.
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Finding advisors...
69 advisors near
48880
within the area shown on the map
Out of 400,000+ nationwide