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Ryan L
Series 66
Southfield, MI
Hantz financial Services, Inc.
Ryan Liszewski is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Oakland University and was involved with It's a Matter of Taste. 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 expanded implementation capabilities and affiliated entities such as a trust bank and in-house tax and business consulting.
Jacob W
CFP®
Novi, MI
Mariner
Jacob Wasko is a CFP® professional with five years of industry experience. He has been with Mariner Wealth Advisors since 2019 and previously worked at Zhang Financial and Synergy Capital Solutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes, along with integrated tax, accounting, and family office services.
Ethan J
Series 65
Brighton, MI
AE Wealth Management, LLC
Ethan Jaworski is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Edward Jones. Outside of his advisory role, he is involved in client service administration and insurance sales through Jones Retirement Advisors. 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 manages approximately $49.8 billion through a high client-to-advisor ratio using discretionary model portfolios and a range of investment strategies.
Robert R
Series 66
Southfield, MI
Guardian Life
Robert Runco is a financial advisor with Primerica Advisors, holding a Series 66 designation and working in the Southfield, MI area. He has experience at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Prior to his advisory roles, he worked in education at the University of Michigan, Seaholm High School, and Derby Middle School. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting various account types and lending options.
Monalisa C
Series 66
Farmington Hills, MI
FIFTH THIRD SECURITIES, Inc.
Monalisa Cottingham is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds a Series 66 designation and has five years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Comerica, and Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through both advisory and brokerage channels, offering a variety of investment programs via the Passageway platform, including managed accounts and direct indexing strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a client base of over 46,000 with approximately $10.9 billion in assets under management.
Thomas L
Series 63, Series 65
Bloomfield Hills, MI
FIFTH THIRD SECURITIES, Inc.
Thomas Leonard is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise and Comerica Bank, including Comerica Securities. Leonard is also employed as a financial advisor with Comerica Financial Advisors. Fifth Third Securities serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of investment programs on its Passageway Managed Account platform, combining multiple portfolio management strategies and risk-profile customization.
Gregory K
Series 63, Series 66
Southfield, MI
Guardian Life
Gregory Kreiner is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he is involved with Great Lakes Financial Network, focusing on health and life insurance sales. Park Avenue Securities LLC serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account services.
Brooke P
Series 66
Southfield, MI
Hantz financial Services, Inc.
Brooke Popadich is a Series 66 licensed financial advisor with four years of industry experience, currently serving at Hantz Financial Services, Inc. in Southfield, MI. Her work history includes roles at Hantz Financial Services as well as experience at the University of Chicago and Choate Rosemary Hall. 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 clients, and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios and a range of financial planning and wealth management services.
Thomas M
Series 63, Series 66
Southfield, MI
Focus Partners Wealth, LLC
Thomas Munoz is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He previously worked 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, retirement plan, and institutional clients, offering a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach with a large platform that integrates fundamental and quantitative analysis, multiple asset classes, and affiliated service companies.
Sara R
CFP®, Series 63, Series 65
South Lyon, MI
Citizens Securities, Inc.
Sara Rogozan Deal is a CFP®-certified financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She has been affiliated with Citizens Securities and Citizens Bank throughout her career. Additionally, Sara is a notary public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by its status as a bank-owned broker-dealer.
Crystal B
Series 63, Series 66
Novi, MI
The huntington Investment company
Crystal Bain is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 24 years of industry experience and has previously worked at Ameriprise Financial Services, LPL Financial, Infinex Investments, Flagstar Bank, and CCO Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and affiliate investment strategies, offering a range of wrap-fee programs on the Envestnet MAS platform.
Michael G
Series 63, Series 66
Bloomfield Hills, MI
FIFTH THIRD SECURITIES, Inc.
Michael Glaza is a financial advisor at Fifth Third Securities, Inc. in Bloomfield Hills, Michigan, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, Inc. Glaza is also involved with FO2, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program, providing clients with a range of investment options tailored to their risk profiles.
Suzanne M
Series 63, Series 65
Bloomfield Hills, MI
Sanctuary Advisors, LLC
Suzanne Minster is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. She has held positions at Sanctuary Wealth since 2021 and previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2021. Suzanne holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver tailored portfolio management and consulting services using a variety of analytical approaches and custodial platforms.
Miguel W
Series 66
South Lyon, MI
FIFTH THIRD SECURITIES, Inc.
Miguel Wodkowski is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, and PNC Wealth Management among other firms. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage channels, offering investment programs such as mutual fund and ETF models, separately managed accounts, and direct indexing via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports a broad platform of portfolio management services.
Steven C
CFP®, Series 63, Series 65
Novi, MI
Mariner
Steven Christensen is a CFP® professional at Mariner with 10 years of industry experience. He previously worked at Green Leaf Trust for seven years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios and offers integrated tax, accounting, and family office services uncommon for an enterprise of its size.
Lisa T
Series 65
Farmington Hills, MI
CWM, LLC
Lisa Thuer is a financial advisor with CWM, LLC in Farmington Hills, MI, holding a Series 65 credential and 10 years of industry experience. She has worked at CWM, LLC since 2018 and has also been affiliated with Kabarec Financial Advisors, Ltd. since 2008. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and a range of retirement-plan services, employing a discretionary model portfolio approach overseen by an internal Investment Committee.
Thomas D
Series 63, Series 65
Southfield, MI
FIFTH THIRD SECURITIES, Inc.
Thomas Dillon is a financial advisor at Fifth Third Securities, Inc. in Southfield, Michigan, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities and Fifth Third Bank since 2016. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Miranda N
Series 66
Southfield, MI
Hantz financial Services, Inc.
Miranda Nicholas is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and experience beginning in 2024. Prior to joining Hantz, she held positions in various industries including education and service roles at institutions such as Grand Valley State University and Red Run Golf Club. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and innovative tools such as generative AI for client data analysis.
Sonja C
Series 65, Series 63
Southfield, MI
Hantz financial Services, Inc.
Sonja Crouch is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds Series 65 and Series 63 licenses. She has been with Hantz Financial since 2005. 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, offering financial planning, portfolio and wealth management, and employs a diversified, ETF-centered investment approach supplemented by model-based strategies and tax-aware implementations.
Robert G
Series 66
Farmington Hills, MI
FIFTH THIRD SECURITIES, Inc.
Robert Gluch is a financial advisor at Fifth Third Securities, Inc. He holds a Series 66 designation and has experience in the financial services industry dating from 2018, including prior roles at Ameriprise and Comerica Securities. Before entering finance, he worked in the retail sector at Panera Bread for five years. Fifth Third Securities serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account Platform, utilizing various third-party portfolio managers and investment strategies.
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2,523 advisors near
48382
within the area shown on the map
Out of 400,000+ nationwide