Flat-fee financial advisors in Houghton, MI

Edward Simonsen is a financial advisor at LPL Financial with 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved in several non-investment business ventures, including IW Solutions, LLC and Mindya LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

John Nelson is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including three years at River Valley Bank prior to joining Edward Jones. Outside of his advisory role, he owns Greenstone Financial, an LLC created to acquire office space for relocating his branch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, operates under a fiduciary standard, and supports its advisory services with affiliated mutual funds, a trust company, and securities-based lending options.

Travis Hanson is a financial advisor with Thrivent Investment Management in Hancock, MI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Prior to his current role, he worked at Finlandia University for six years. He serves as president of the Houghton Hancock Lions Club and chairs the endowment committee for Gloria Dei Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics without discretionary trading authority and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Jeffrey Thornton is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. His prior work includes roles at Superior National Bank and Trust, Keweenaw Learning Center LLC, Copper Country Intermediate School District, and Enreach Education. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of over 10,000 advisors and $256 billion in assets under management.

Vidalia Cornwall is a CFP® and ChFC® professional with five years of experience in financial advising. She currently works at Tessara Wealth in Dayton, OH, and previously held roles at Ballast Point Financial Planning and Northwestern Mutual. Tessara Wealth serves individual and high-net-worth clients, focusing on comprehensive financial planning and portfolio management with services that include tax planning and preparation. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, often managing accounts non-discretionarily through Betterment, and offers educational seminars and a focus on serving high-achieving women.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.