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5 advisors near
49749
within the area shown on the map
Out of 400,000+ nationwide
Jason S
Series 66
Wolverine, MI
Fairway Investment Group, LLC
Jason Siko is a financial advisor with Fairway Investment Group, LLC and holds a Series 66 designation. He has experience working with Paradigm Equities, Inc. and MEA Financial Services since 2026, and has been involved with educational institutions including Grand Valley State University since 2012 and Clarkston Community Schools since 2022. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs and operates mainly on a non-discretionary basis.
William W
Series 63, Series 66
Indian River, MI
Private Advisor Group, LLC
William Weckesser is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Advisor Group since 2015, having previously worked at LPL Financial since 2004. Outside of advisory services, he is also a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary advisory model that utilizes technology platforms and third-party managers to implement diverse investment strategies.
Michael R
Series 63, Series 65
Indian River, MI
Mass Mutual Investors Services
Michael Regan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes roles at METLIFE SECURITIES Inc from 2012 to 2017 and at Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, structuring client engagements as annual, collaborative relationships that focus on goal analysis and investment strategy recommendations.
Terrence F
Series 63, Series 65
Brutus, MI
Morgan Stanley
Terrence Falahee is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.
Brandon W
Series 66
Indian River, MI
Edward Jones
Brandon Weir is a financial advisor with Edward Jones in Indian River, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked in healthcare roles at Hurley Medical Center, MidMichigan Health, and McLaren Northern Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
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Finding advisors...
5 advisors near
49749
within the area shown on the map
Out of 400,000+ nationwide