Top private / alternative investments financial advisors in Flint, MI

Gary Fisher is a financial advisor with LPL Financial in Flint, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Oak Point Financial Group, Inc. from 2010 to 2017. Outside of his advisory role, Fisher is an author of several marketing and motivational books and occasionally teaches business and economics as an adjunct faculty member at Olivet College. He also contributes articles on automotive and local history to a local newspaper and operates a publishing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and various investment strategies.

Kellie Palm is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a concurrent tenure at JPMorgan Chase Bank, N.A. dating back to 1995. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis with clients retaining final decision authority.

Andrew Atherton is a financial advisor with OSAIC based in Flint, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and Questar Asset Management/Questar Capital Corporation. Atherton owns Encompass Tax & Investment Group LLC, which provides tax preparation and accounting services for individuals and businesses. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers. The firm employs a range of portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.

Kelson Connors is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Land Advisors Capital, and Merrill Lynch - Bank of America. Connors also has experience in education, having been affiliated with the University of Detroit Mercy and Luke M. Powers Catholic High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with planning engagements generally discrete and tailored to client needs.

Marcelo Flores is a financial advisor with The Huntington Investment Company in Flint, MI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and various advisory and financial services firms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party and affiliate investment options.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.