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379 advisors near
48169
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Out of 400,000+ nationwide
Peter D
Series 65, Series 66
Brighton, MI
Gibbs Wealth Management, LLC
Peter Dotson is a financial advisor at Gibbs Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BCD Advisors, Fusion Capital Management, Foresters Equity Services, and 360 Wealth Management. In addition to his advisory role, he owns Dotson Financial Group, a life and annuities business. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement portfolios based on clients’ financial situations and risk tolerance.
Anthony E
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Anthony Endress is a Series 66-licensed financial advisor at Foguth Wealth Management, LLC with four years of industry experience. He previously worked at Hantz Financial Services for nine years before joining Foguth Wealth Management. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes exchange-traded products and applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis to construct tailored investment plans.
Alexander D
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Alexander Dysarz is a financial advisor at Foguth Wealth Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at Foguth Financial Group, United Wholesale Mortgage, and the U.S. House of Representatives. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, utilizing a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis in constructing tailored investment plans.
Matthew M
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Matthew Mackey is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. Prior to joining the firm, he worked at Intel Corporation for several years. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm emphasizes tailored investment plans that incorporate exchange-traded products and a variety of analytical approaches, managing approximately $1.07 billion across a multi-advisor team.
Matthew F
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Matthew Foguth is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Foguth Financial Group since 2018. Prior to his financial career, he was employed at Serve Pro and Little Caesars. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies focusing on exchange-traded products and combines various analytical approaches in managing approximately $1.07 billion across a multi-advisor team.
Ryan S
ChFC®, Series 63, Series 65
Brighton, MI
Founders Financial Securities LLC
Ryan Schacht is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has been with Founders Financial Securities and Great Lakes Financial since 2006. Outside of his advisory role, he is involved with Great Lakes Financial Services Group, where he sells fixed insurance products and markets health insurance to individuals and groups. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.
Jacob B
CFP®
Brighton, MI
Foguth Wealth Management, LLC.
Jacob Black is a CFP® professional with four years of experience in financial advising. He currently works at Foguth Wealth Management, LLC and previously held roles at Blue Jay Financial Group and Hurlow Wealth Management Group. Outside of advising, he serves on the Defiance Rotary Club Board and owns a small business that sells wooden pallets. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on tailored investment plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Kevin B
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Kevin Beazley is a Series 65-licensed financial advisor at Foguth Wealth Management, LLC with five years of industry experience. His previous roles include positions at truAdvice, LLC, Brookstone Capital Management, and Foguth Financial Group. In addition to his advisory work, he is an independent insurance agent providing insurance and fixed annuity services. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing tailored investment strategies that emphasize exchange-traded products and a blend of analytical approaches.
Michael T
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Michael Tommy is a financial advisor at Foguth Wealth Management, LLC with a Series 65 designation. He has worked in the financial services industry since 2022, including roles at MSU Federal Credit Union and SGH Wealth Management before joining Foguth Wealth Management. His background also includes experience at Oakland University and Macomb Community College. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, with an investment approach that emphasizes tailored plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Charles D
Series 65, Series 63
Brighton, MI
Foguth Wealth Management, LLC.
Charles Dillon is a financial advisor at Foguth Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Cetera Advisors, M1 Capital Management, and Truadvice, LLC. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion in assets through a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Bryan B
Series 63, Series 65
Brighton, MI
HBW Advisory Services LLC
Bryan Bradford is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with multiple financial and business ventures, including ownership roles in Bradford Financial Advisors LLC and Bryan C. Bradford LLC, as well as participation in referral and networking groups. Outside his advisory work, he is the owner and CEO of Unfinished LLC, an automotive accessory manufacturing business, and serves as Vice President for the Greenhills Property Owner Association. HBW Advisory Services primarily serves individual clients, along with businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs discretionary asset management, financial planning, and sub-advisory services, relying on third-party managers and model portfolios to manage risk and implement tactical strategies.
Jay H
Series 63, Series 66
Ann Arbor, MI
First Heartland Consultants, Inc.
Jay Hokanson is a financial advisor with First Heartland Consultants, Inc. in Newaygo, Michigan, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with First Heartland Capital Inc since 2007. Outside of his advisory role, he is involved in the sale and distribution of fixed life and annuity products through Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.
Alexander P
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Alexander Pushman is a financial advisor with Foguth Wealth Management, LLC. He holds a Series 65 license and has five years of industry experience. Prior to joining Foguth Wealth Management in 2023, he worked at truAdvice, LLC and Brookstone Capital Management. Outside of investment advisory services, he is the owner of Clark Companies Inc, an insurance business focused on annuities and life insurance. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion in assets. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a mix of fundamental, technical, cyclical, and Modern Portfolio Theory analyses to create tailored investment plans.
Lisa S
Series 63, Series 66, Series 65
Brighton, MI
Founders Financial Securities LLC
Lisa Spitler is a financial advisor with Founders Financial Securities LLC in Brighton, MI, holding Series 63, 65, and 66 licenses with nine years of industry experience. Her prior roles include positions at Voya Financial Advisors and Bradford Financial Advisors. Outside of advising, she works as a substitute teacher for grades K-12 at Brighton Area Schools and St. Patrick School, and she provides spiritual counseling through Gentle Strength Spiritual Counseling. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets. The firm supports its advisors with multiple advisory platforms and emphasizes a range of services including retirement guidance, 1031 exchange consulting, and co-advised private wealth solutions.
Cameron E
Series 65
Brighton, MI
Foundations Investment Advisors LLC
Cameron Edmiston is a Series 65 licensed advisor at Foundations Investment Advisors LLC with experience beginning in 2015 across several roles, including seven years at Estate Preservation Agency and two years at Main Financial Group. He joined Foundations Investment Advisors in 2026. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in managing client assets.
Kade P
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Kade Peterson is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Foguth Wealth Management, he worked at Equitable Advisors for two years. Outside of his advisory role, Kade occasionally works as an Uber driver on weekends. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and combines fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Adam F
Series 66
Brighton, MI
Foundations Investment Advisors LLC
Adam Freund is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Advisors LLC, Fusion Capital Management, Main Financial Group, AE Wealth Management, and Citizens Investment Services. Freund also serves as a financial consultant engaged in insurance sales through Main Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority given to its investment adviser representatives.
Jaxson B
Series 66
Brighton, MI
HBW Advisory Services LLC
Jaxson Barlow is a financial advisor at HBW Advisory Services LLC, holding a Series 66 designation with less than one year of industry experience. Prior to his role in financial advising, he has worked in various customer service and retail positions, including at The Reserve Steakhouse and Equitable Advisors, LLC. HBW Advisory Services primarily serves individual clients and also advises businesses, trusts, estates, charitable organizations, and retirement plans. The firm uses risk-tolerance questionnaires and third-party managers to implement discretionary asset management and financial planning services.
Ryan G
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Ryan Gauche is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 credential and four years of industry experience. His prior roles include positions at Bridgeriver Advisors LLC, Ameriprise, LPL Financial, and Lake Michigan Credit Union. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Teressa H
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Teressa Hupfer is a financial advisor at Foguth Wealth Management, LLC, holding a Series 66 designation with six years of industry experience. Her career includes roles at Edward Jones and PNC Investments prior to joining Foguth. She is also licensed as an insurance agent. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, using tailored investment plans that emphasize exchange-traded products and various analytical methods.
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Finding advisors...
379 advisors near
48169
within the area shown on the map
Out of 400,000+ nationwide