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Catherine V
Series 66
Ann Arbor, MI
Thrivent Advisor Network, LLC
Catherine Van Hevel is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. She has 25 years of industry experience, including roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. Van Hevel is also the COO of AAG Operations, LLC, managing business operations related to her advisory activities. Thrivent Advisor Network, LLC serves individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations with investment advisory services that emphasize long-term, customized asset allocation using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments. The firm operates as part of the broader Thrivent group, offering integrated investment and insurance products alongside access to independent managers and custodians like Fidelity and Schwab.
Lauren B
Series 63, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Lauren Borkowski is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative and Planning Consultant. Prior to joining Fidelity, she worked as a Client Service Associate at Morgan Stanley and as a Client Associate at Merrill Lynch. Lauren's experience spans client service and financial planning, where she focuses on developing strong relationships with clients. She emphasizes understanding clients' unique situations and goals to co-create financial plans that address their priorities. Her approach is centered on ensuring clients feel comfortable and confident throughout the financial planning process. Lauren utilizes the strategies and resources available at Fidelity to assist clients in navigating financial obstacles. Further information on her education, credentials, personal interests, or community involvement has not been provided.
Kyle L
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Kyle Lanczki is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. Before joining Foguth Wealth Management in 2024, he was with Foguth Financial Group and had a professional baseball career with the Detroit Tigers organization from 2015 to 2023. Foguth Wealth Management serves 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, retirement plan consulting, and educational seminars, using investment approaches that combine fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Alexander W
Series 65
Ann Arbor, MI
Plante Moran financial advisors
Alexander Winnie is a Series 65-registered financial advisor with Plante Moran Financial Advisors in Ann Arbor, MI, with two years of industry experience. His background includes roles at CG Financial Services and eBUYMEDIA, as well as academic involvement at Michigan State University. Plante Moran Financial Advisors serves a diverse client base that includes individual and institutional clients, offering investment advisory, financial planning, and estate-planning services. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and manages both discretionary and non-discretionary portfolios.
Bradley V
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Bradley Vey is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 credential and 12 years of industry experience. He has worked with truAdvice, LLC and Foguth Financial Group during his career. Outside of advising, he is an independent insurance agent specializing in insurance and fixed annuity sales. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing roughly $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Rhoda W
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Rhoda Woods is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Perigon Wealth Management, LLC and Lumin Financial, LLC. Woods is also a licensed insurance agent and operates Alpha Omega Insurance and Financial Services, LLC, where she provides financial coaching and insurance sales. 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, and retirement plan consulting, focusing on tailored investment plans that utilize exchange-traded products and a mix of analytical approaches.
Drew G
CFP®, Series 63, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Drew Green is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foguth Wealth Management, LLC. He has previously held roles at Fidelity Investments and its subsidiaries over a 14-year period. Outside of his advisory work, he owns a photography business called The Greener Side. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Cory C
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Cory Carlson is a financial advisor at Foguth Wealth Management, LLC., holding a Series 66 designation with 10 years of industry experience. He previously worked at Hantz Financial Services for 11 years before joining Foguth Wealth Management in 2026. Foguth Wealth Management serves 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 tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Daniel H
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Daniel Hopkins is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation. He has one year of industry experience and has previously worked at firms such as Northwestern Mutual and GlobeLife Liberty National. Prior to his financial career, he was involved with Gratitude Moving. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.07 billion for a multi-advisor team and emphasizes tailored investment plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Gabriel S
Series 66
Ann Arbor, MI
Parallel Advisors, LLC
Gabriel Sandler is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He has previously worked at Wolverine Tax and Financial LLC and Capstone Tax & Financial, Inc. Sandler is also an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach across multiple asset classes and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.
Sheila M
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Sheila Maloney is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Retirement Resources, LLC since 2011. Foguth Wealth Management serves 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, retirement plan consulting, and educational seminars, focusing on tailored investment strategies that utilize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Daniel H
Series 63, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Daniel Herzig is a financial advisor with Foguth Wealth Management, LLC., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes roles at Merrill Lynch, Bank of America, and MassMutual Life Insurance, among others. Outside of his advisory work, he serves as the Finance Committee Chair for Bay View Yacht Club, Inc. 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 access to third-party managers, focusing on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Brad R
Series 65, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Brad Rohde is a financial advisor with Foguth Wealth Management, LLC., holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC, where he has been active for over a decade. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations through a multi-advisor team managing approximately $1.07 billion. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, utilizing tailored investment plans that combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Cory H
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Cory Hamlin is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. He previously worked at Kaizen Financial, Inc. and related entities, where he also maintained an insurance agent role. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
William U
CFP®, Series 65
Ann Arbor, MI
Plante Moran financial advisors
William Ulle IV is a CFP® with six years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2018. Prior to joining the firm, he worked at Enterprise Rent-A-Car and studied at Michigan State University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a variety of clients, including individuals, institutions, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.
Camden R
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Camden Riegel is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with one year of industry experience. Prior to joining Foguth Wealth Management, Camden held positions at River Raisin Investment Partners, Inc., CHIPOTLE, and several other companies. Foguth Wealth Management serves 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, and qualified retirement plan consulting, emphasizing tailored investment plans that incorporate exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Gabriel Q
Series 65, Series 63
Brighton, MI
Foguth Wealth Management, LLC.
Gabriel Qetrani is a financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Securities LLC. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm constructs tailored investment plans emphasizing exchange-traded products and applies a mix of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Jeffrey N
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Jeffrey Newsome is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked at several firms including CG Financial and Peckham, Inc. prior to joining Foguth Wealth Management. Foguth Wealth Management serves 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 tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Adam S
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Adam Spears is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Truadvice, LLC, University Lending Group, and Cross Country Mortgage. He is also involved with Foguth Financial Group, Inc., an insurance agency, dedicating time during trading hours. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm emphasizes tailored investment plans using exchange-traded products and combines various analytical approaches, offering discretionary portfolio management, financial planning, and qualified retirement plan consulting.
Austin D
CFP®, Series 65
Ann Arbor, MI
Plante Moran financial advisors
Austin De La Cruz is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Plante Moran Financial Advisors since 2023 and was previously with Plante & Moran, PLLC from 2014 to 2023. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.
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934 advisors near
48189
within the area shown on the map
Out of 400,000+ nationwide