Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,031 advisors near
49426

Out of 400,000+ nationwide

user avatar
firm logo

April W

Series 63, Series 66

Grand Rapids, MI

Robert Baird & Co.

April Wiltzer Spohn is a financial advisor with Robert W. Baird & Co. in Jenison, MI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2003. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances through various investment approaches including separately managed accounts and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
firm logo

Kristopher R

ChFC®, Series 66

Holland, MI

Edward Jones

Kristopher Reinhardt is a financial advisor with Edward Jones in Holland, MI, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including three years at Bank of America prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations ESG / Sustainable investing Founder/Business Owner Intergenerational Families
user avatar
firm logo

Carey K

Series 63, Series 66

Zeeland, MI

LPL Financial

Carey Koele is a financial advisor with LPL Financial in Zeeland, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of his advisory work, Koele has been involved in selling long-term care insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
firm logo

Erin Z

CFP®, Series 63, Series 66

Holland, MI

Edward Jones

Erin Zylman is a CFP® with 18 years of industry experience and has been with Edward Jones in Holland, MI since 2016. Her credentials include Series 63 and Series 66 licenses. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive LGBTQIA
user avatar
firm logo

Marne K

Series 66

Holland - Downtown, MI

Robert Baird & Co.

Marne Krugielki is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Prior to joining Baird, he gained experience at Phil's BBQ and Kiss Ventures LLC. Marne is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by manager selection, internal research, and the use of advanced tools such as artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Jackson G

Series 66

Grand Rapids, MI

Robert Baird & Co.

Jackson Graham is a financial advisor with Robert W. Baird & Co. in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. He has been with R.W. Baird & Co. since 2022. His prior work history includes roles outside the financial industry, such as positions at Manistee Public Schools and Crossed Sabres Ranch. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and manager options, and provides municipal advisory and public finance services alongside traditional investment capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Timothy D

Series 63, Series 66

Grand Rapids, MI

Robert Baird & Co.

Timothy Deenik is a financial advisor with Robert Baird & Co. in Grand Rapids, MI, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Robert Baird & Co. since 2006. Outside of his advisory role, he is the owner of Deenik Global Holding LLC, a real estate holding entity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Jeffrey W

Series 63, Series 65

Grand Rapids, MI

Robert Baird & Co.

Jeffrey Walsh is a financial advisor with Robert W. Baird & Co. Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and having 18 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Robert R

CFP®, Series 63, Series 65

Byron Center, MI

STIFEL

Robert Rix is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to this, he worked at Oppenheimer & Co for 13 years. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Brian D

Series 66, Series 65

Holland - Downtown, MI

Robert Baird & Co.

Brian Dekock is a financial advisor with Robert Baird & Co. He holds Series 65 and Series 66 licenses and has 22 years of industry experience. Dekock has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons since 2004. Outside of his advisory role, he is the owner of a small rental business. The DDK Group, part of Robert Baird & Co.'s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing both manager-traded and model-traded strategies and internal research tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Timothy E

CFP®, Series 63, Series 65

Grandville, MI

OSAIC

Timothy Elzinga is a Certified Financial Planner® with 35 years of industry experience, currently serving at OSAIC since 2024. He previously worked for Securities America Advisors, Inc. for 10 years. Elzinga serves as a member of the Investment Advisory Committee of the Reformed Church in America, overseeing fixed income and equity investments for the denomination. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, and charitable organizations, providing integrated brokerage and advisory services through multiple platforms and a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Joshua K

Series 63, Series 65

Byron Center, MI

Edward Jones

Joshua Kantor is a financial advisor at Edward Jones with 25 years of industry experience. He previously worked at T Rowe Price and Invesco Distributors, Inc. He holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Rachel G

Series 66

Holland, MI

Cambridge Investment Research Advisors

Rachel Greiffendorf is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds a Series 66 designation and has worked in various capacities at Cambridge Investment Research, Wealth Foundations, Cantella & Co., Inc., Edward Jones Investments, and Fifth Third. Outside of her advisory role, she is also an agent for a travel and transportation services business. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of discretionary and non-discretionary strategies and multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

William K

Series 63, Series 65

Grand Rapids, MI

Raymond James Financial

William Kapteyn Jr. is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2015. He is also the managing member of The Kapteyn Group, Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
firm logo

Edward B

Series 63, Series 65, Series 66

Grand Rapids, MI

Merrill

Edward Bujdos is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He co-leads the Eccker Bujdos Group, focusing on integrating all aspects of clients' financial lives to implement seamless, disciplined wealth management strategies. Ed's approach is centered on long-term, disciplined investment principles including asset allocation and diversification, aiming to reduce volatility and preserve wealth while generating income. Ed began his career in financial services in 1995 and has experience working with a diverse clientele, including business executives, entrepreneurs, and women managing their finances through various life transitions. He offers guidance on a range of financial topics such as retirement planning, wealth transfer, education planning, and portfolio management. Ed holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree in Economics from Central Michigan University and has served as a Trustee for the Grand Rapids Rotary Charities Foundation. Ed is also an active member of the Rotary Club of Grand Rapids. Outside of work, he enjoys baseball, biking, cooking, gardening, golfing, hiking, soccer, traveling, watching movies, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Divorce financial planning Women Professionals Women's Finance Divorced Women Parents Mid-Career Professionals
user avatar
firm logo

Eric D

Series 63, Series 66

Byron Center, MI

Ameriprise

Eric Deuker is a financial advisor with Ameriprise in Byron Center, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999 and served in the U.S. Army Reserve from 2009 to 2021. Outside of his advisory work, he manages a travel agency business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Ian E

Series 66

Caledonia, MI

Cetera

Ian Elgersma is a financial advisor at Cetera with 10 years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliated entities since 2015. Outside of his advisory role, he owns and manages business entities related to real estate development and business expenses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform that enables advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Eric V

Series 66

Jenison, MI

Edward Jones

Eric Van Duyn is a financial advisor at Edward Jones in Hudsonville, MI. He holds a Series 66 designation and has recently started his advisory career in 2025. Prior to joining Edward Jones, Van Duyn owned and operated Evermore Entertainment, LLC, where he provided DJ and event music services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Retirement income strategy Active portfolio management Founder/Business Owner Doctor or Medical Professional
user avatar
firm logo

Andrew A

Series 66

Grand Rapids, MI

STIFEL

Andrew Ahrens is a financial advisor at Stifel in Grand Rapids, MI, holding a Series 66 designation with four years of industry experience. His work history includes positions at Stifel since 2021, Northwestern Mutual in 2021, and other roles prior to entering the financial services sector. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Levi B

Series 66

Wyoming, MI

Raymond James Financial

Levi Bykerk is a financial advisor with Raymond James Financial in Wyoming, MI, holding the Series 66 designation and one year of industry experience. He has a diverse background including roles in education at multiple Christian schools and involvement with Calvary Christian Reformed Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through its advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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 Warmer Terms of Service and FHQ 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")