Overwhelmed by options?
Answer a few questions to see advisors matched to you.
83 advisors near
49866
within the area shown on the map
Out of 400,000+ nationwide
Ryan L
Series 66
Negaunee, MI
Edward Jones
Ryan La Mere is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his current role, he co-owned Jasper Ridge Brewery in Ishpeming, MI. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Alexandra E
CFP®, ChFC®, Series 65, Series 63
Marquette, MI
Edward Jones
Alexandra Eisenberger is a financial advisor at Edward Jones with 10 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual and Thrivent Financial. Eisenberger serves on several nonprofit boards in Michigan’s Upper Peninsula, including Fortune Lake Lutheran Camp, Lake Superior Life Care & Hospice, the Upper Peninsula Children’s Museum, and she is president of the Zonta Club of Marquette Area. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm has a large network of financial advisors and branch offices and provides discretionary and non-discretionary strategies under a fiduciary standard.
Christopher M
Series 63, Series 65
Marquette, MI
Wells Fargo Advisors
Christopher Macleod is a financial advisor at Wells Fargo Advisors in Marquette, MI, with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is involved with several investment-related ventures in Midland, TX, including ownership and management positions within SONSE Wealth Management entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of financial planning services that address cash flow, retirement, education, risk, and wealth-transfer planning. The firm provides tailored recommendations through a network of advisors, combining advisory services with other financial products and referral channels.
Timothy R
Series 66
Marquette, MI
Wells Fargo Clearing
Timothy Ryan is a financial advisor with Wells Fargo Clearing in Marquette, MI, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors LLC. Ryan also maintains a long-term association with MFC First National Bank, where he has been involved since 1985. Outside of his advisory work, he has a 34% ownership interest in a storage unit business in Marquette. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.
Bill R
CFP®, Series 66
Marquette, MI
Ameriprise
Bill Rautiola is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes roles at LPL Financial LLC, Wealth Strategy Group LLC, and Superior National Bank. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Clint K
Series 65, Series 66
Negaunee, MI
Cetera
Clint Kakkuri is a financial advisor at Cetera with 25 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Cetera and its affiliated entities since 2021, as well as at VOYA Financial Advisors from 2014 to 2021. Prior to his financial services career, he spent 21 years at Upper Peninsula Dental. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable organizations, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and access to both affiliated and third-party investment managers.
Thomas M
CFP®, Series 66
Marquette, MI
Edward Jones
Thomas Mc Fadden is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Marquette, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.
Ross A
Series 66
Marqette, MI
Raymond James Financial
Ross Aho is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He also operates in a relationship management role at Mark Aho Financial Group, where he assists advisors with client relations and meeting preparation. Before joining Raymond James, he worked at GS Engineering for six years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals.
Nathan S
Series 65, Series 63
Marquette, MI
LPL Financial
Nathan Schmiege is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at several firms, including Infinex Investments, Wells Fargo Advisors, and Flagstar Bank, where he currently serves as a branch manager. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Tyler V
Series 66
Ishpeming, MI
Edward Jones
Tyler Vertin is a Series 66 licensed financial advisor with Edward Jones, based in Ishpeming, MI, with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at MSK Diagnostics and has held various roles in sports and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Ashley P
Series 63, Series 65
Marquette, MI
Ameriprise
Ashley Pease is a financial advisor with Ameriprise in Marquette, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2026, Pease worked at Hantz Financial Services, Inc. from 2008 to 2026. Outside of advising, Pease co-owns and rents refrigerated keg trailers for events. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered in partnership with advisors like Pease. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Eric L
Series 63, Series 66
Ishpeming, MI
Edward Jones
Eric Luttinen is a financial advisor with Edward Jones in Ishpeming, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 2001. 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 and offers 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.
Scott K
CFP®, ChFC®, Series 66
Marquette, MI
Ameriprise
Scott Knaffla is a financial advisor at Ameriprise with 15 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to his current role at Ameriprise since 2020, he was with Ameriprise Financial Services, Inc. for nine years. Knaffla serves on multiple nonprofit boards, including as Treasurer of the Lake Superior Community Partnership Foundation and Board President of Japhet School. Ameriprise is a large institutional firm offering retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts and the use of algorithmic tools to support its advisory process.
Paul H
Series 66
Negaunee, MI
Edward Jones
Paul Heinonen is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds a Series 66 designation. Outside of his advisory role, he performs guitar duties for musical productions at Northern Michigan University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.
Peter M
CFP®, Series 63, Series 65
Negaunee, MI
Wells Fargo Advisors
Peter Munson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior roles include positions at Honor Credit Union and LPL Financial. He serves on the City of Negaunee Downtown Development Authority board and owns businesses focused on retirement solutions and tax preparation. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized needs such as business-owner transition and special-needs analysis.
Ryan S
Series 66
Marquette, MI
Wells Fargo Clearing
Ryan Syrjala is a financial advisor with Wells Fargo Clearing in Marquette, Michigan, holding a Series 66 designation and six years of industry experience. He has previously worked at AIG/Valic Retirement Services and Hantz Financial Services, among other roles. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.
Douglas G
CFP®, Series 66
Marquette, MI
Edward Jones
Douglas Gordon is a CFP® certificant with 17 years of industry experience. He has been with Edward Jones since 2008 and is based in Marquette, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of advisory programs and investment solutions, operating under a fiduciary standard. The firm is notable for its large national network of advisors and branches, as well as affiliated capabilities including a trust company and proprietary funds.
Destiny B
Series 66
Marquette, MI
Ameriprise
Destiny Bullard is a financial advisor at Ameriprise with four years of industry experience and a Series 66 designation. Prior to joining Ameriprise, she worked at Hantz Financial Services and held various roles in educational institutions and the military. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax‑aware withdrawal strategies.
Scott H
Series 66
Marquette, MI
Edward Jones
Scott Hendrickson is a financial advisor at Edward Jones in Marquette, Michigan, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Verso Paper Company for five years and had a brief tenure at Hagerty Construction and Design. He also serves as a basketball scorekeeper for Marquette Senior High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated trust company and proprietary investment products.
Brian C
Series 66
Marquette, MI
LPL Financial
Brian Coleman is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Flagstar Bank, Infinex Investments, and other firms. Coleman also serves as a financial advisor with Incredible Bank in Marquette, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Terms of Service and Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
83 advisors near
49866
within the area shown on the map
Out of 400,000+ nationwide