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402 advisors near
49323
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Kyon P
Series 66
Byron Center, MI
Signal Advisors Wealth, LLC
Kyon Pannill is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning / Alternative Wealth, Wealthspan Investment Management, and Retirement Wealth Advisors, among other firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.
Eric H
CFP®, Series 63, Series 65
Hudsonville, MI
G. A. Repple & Company
Eric Hoogstra is a CFP® with over 32 years of industry experience. He has been with G. A. Repple & Company since 2004. Outside of his advisory role, Hoogstra is involved in several charitable and educational activities, including serving on the board of Kuyper College and teaching at multiple universities. He is also a vice president at Centennial Coatings and volunteers as an amateur radio operator for the Ottawa County Emergency Communications. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to tailor portfolios according to client goals and risk tolerances and offers a range of investment programs, including ETF-focused and Biblically-Responsible Investing models.
Trey G
Series 66
Kentwood, MI
Regal Investment Advisors LLC
Trey Gilbert is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has one year of industry experience, including prior roles at Ameriprise and Equitable Advisors LLC. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent investment adviser representatives and other registered advisers. The firm serves a diverse client base, including individual, charitable, and corporate clients, offering proprietary and third-party model portfolio strategies with discretionary implementation and rebalancing.
Cornelius B
Series 66
Kentwood, MI
Regal Investment Advisors LLC
Cornelius Boerkoel is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Centennial Securities Company. Outside of his advisory work, Boerkoel is a shareholder in an accounting and tax preparation firm, Boerkoel & Boerkoel Ltd, and serves as treasurer on the board of the Edison Christian Foundation. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages a sub-advisory platform with approximately $2.88 billion in assets, offering proprietary and third-party investment strategies while allowing Primary Advisors to maintain client relationships and fiduciary responsibilities.
Zachary G
Series 63, Series 66
Caledonia, MI
Mutual Advisors, LLC
Zachary Grusell is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Eagle Strategies (NY Life) and other financial firms. Outside of his advisory role, he coaches lacrosse in Grand Rapids, Michigan. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies tailored to client objectives and is notable for its scale in institutional work and use of various analytical and operational tools.
Daylen D
Series 66
Kentwood, MI
Regal Investment Advisors LLC
Daylen Dye is a financial advisor at Regal Investment Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments from 2012 to 2023. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and focuses on supporting a network of primary advisors rather than maintaining direct client relationships.
Kevin K
Series 63, Series 65
Grand Rapids, MI
Centennial Securities Company, Inc.
Kevin Kelly is a financial advisor with Centennial Securities Company, Inc. in Jenison, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Centennial Securities since 1997. Outside of his advisory role, he provides education and enrollment assistance to employees of 401(k) plans through a separate business activity. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.
Anne M
Series 66
Grand Rapids, MI
Centennial Securities Company, Inc.
Anne Melle is a Series 66-licensed advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2022. She has two years of industry experience and also serves as a staff accountant at the accounting firm Vander Ploeg, Bergakker & Associates, focusing on tax preparation and payroll processing. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing a combination of fundamental and technical analysis to develop customized portfolios.
Jordan P
Series 66
Grand Rapids, MI
Centennial Securities Company, Inc.
Jordan Powers is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding a Series 66 designation and nine years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, corporate plans, trusts, and institutions. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation, utilizing proprietary and third-party models to tailor portfolios to client objectives.
Donald C
Series 63, Series 65
Kentwood, MI
Regal Investment Advisors LLC
Donald Carlson is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Regal Investment Advisors and affiliated firms since 2010. Outside of his advisory roles, he is a co-founder and volunteer leader of a charity called It’s Gotta Be The Shoes. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.
Scott S
Series 63, Series 65
Grand Rapids, MI
Centennial Securities Company, Inc.
Scott Sjoerdsma is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Centennial Securities since 2001. Centennial Securities Company, Inc. is a multi-team advisory firm with approximately 30 advisors and $1.15 billion in assets under management, serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm provides discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.
Melissa C
CFP®, Series 63, Series 66
Kentwood, MI
Regal Investment Advisors LLC
Melissa Clements is a CFP® professional with 21 years of industry experience. She is currently with Regal Investment Advisors LLC and has been associated with Regulus Financial Group, LLC since 2015. In addition to her advisory roles, she provides financial and insurance services as an insurance agent and registered assistant through Riverbank Wealth Management. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party strategies, granting advisers discretionary authority to implement and manage client portfolios.
Devan D
Series 66
Kentwood, MI
Regal Investment Advisors LLC
Devan Dekker is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Regulus Financial Group, Bank of America, Wells Fargo Advisors, NYLIFE Securities LLC, New York Life Insurance Company, as well as employment outside finance at Grand Valley State University and Weed Man Lawncare. Additionally, Dekker serves as a referee for Michigan Sports Academies, an organized group sports program. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, supporting their high-net-worth and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.
Mark W
Series 63, Series 66
Grand Rapids, MI
Centennial Securities Company, Inc.
Mark Whitman is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Centennial Securities since 2009. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts, estates, retirement plan sponsors, foundations, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.
Travis P
Series 63, Series 66
Kentwood, MI
Regal Investment Advisors LLC
Travis Peltz is a financial advisor at Regal Investment Advisors LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Regal Investment Advisors LLC and Regulus Financial Group, LLC since 2015, and REP Enterprises LLC since 2010. Outside of advising, he is a partner at Peltz Inc, a holding company. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios with discretionary implementation and rebalancing managed through Financial Advisers.
Phillip O
ChFC®, Series 63
Kentwood, MI
Regal Investment Advisors LLC
Phillip Owens is a ChFC® with 39 years of industry experience, currently serving at Regal Investment Advisors LLC since 2023. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Owens is an executive board member of Lincoln Lake Baptist Youth Camp and serves on several nonprofit and community boards. Regal Investment Advisors, operating under the LionShare brand, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across a range of proprietary and third-party investment strategies.
Tyler B
Series 65
Hamilton, MI
Foundations Investment Advisors LLC
Tyler Bosch is a financial advisor at Foundations Investment Advisors LLC in Hamilton, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Foundations, he worked at MDRN Capital, LLC and has operated Bosch Financial Services, LLC since 2018, where he sells life insurance and annuities. Outside of advising, he serves as a referral partner for Strike Tax, a firm offering R&D tax credit studies for small to mid-sized businesses. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, supported by a large network of affiliated offices.
Richard K
Series 63, Series 65
Jenison, MI
MissionSquare Retirement
Richard Kennedy Jr. is a financial advisor at MissionSquare Retirement with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.
Vinh M
CFP®, Series 63, Series 66
Kentwood, MI
Regal Investment Advisors LLC
Vinh Ma is a CFP® professional with 25 years of industry experience, currently affiliated with Regal Investment Advisors LLC. He previously worked at Edward Jones for nine years. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages proprietary and third-party investment strategies through a sub-advisory platform serving individual, high-net-worth, and corporate clients.
Julie B
Series 66
Grand Rapids, MI
Centennial Securities Company, Inc.
Julie Burton is a Series 66-licensed financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2003. She has 11 years of industry experience. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets across about 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, endowments, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.
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402 advisors near
49323
within the area shown on the map
Out of 400,000+ nationwide