Independent financial advisors in Iron Mountain, MI

Jason Anderson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Iron Mountain, MI. He has 17 years of industry experience and has been with Thrivent Financial for Lutherans and its investment management arm since 2008. 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, holistic financial planning and allows clients to combine planning with managed-account programs while maintaining separate service structures.

William Saunders is a financial advisor at Wells Fargo Advisors with four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing Services and Ameriprise, and he spent over a decade with Marquette Area Public Schools. He serves on the finance committee of the Dickinson County Animal Shelter, assisting with the establishment of investment guidelines. Wells Fargo Advisors is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients able to choose the implementation of those recommendations through various brokerage and advisory programs.

Bradley Blomquist is a financial advisor with High Tide Advisory LLC in Iron Mountain, MI, holding a Series 65 credential and having one year of industry experience. He is also the founder of two affiliated businesses, BJB Insurance Solutions, which focuses on life-insurance and annuity products, and High Tide Tax Solutions, providing tax-return preparation and planning services. Prior to his advisory career, he worked at Pregis Corporation and spent time in full-time education. High Tide Advisory LLC offers non-discretionary portfolio management and financial planning to individuals, families, businesses, and employer-sponsored retirement plans. The firm uses a strategic, long-term allocation approach primarily through third-party ETF- and index-oriented model portfolios, with services that include tax-aware planning, insurance and estate coordination, and business retirement-plan consulting.

John Benzie is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 12 years of industry experience. He has worked with multiple affiliated entities within the Global View Capital group since 2014. Outside of his advisory work, Benzie officiates high school basketball and baseball games. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses technical and quantitative methods to manage strategies and operates its own research arm that generates daily rankings and buy/sell alerts for its programs.

Cara Snowdon is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2017, she worked at Investment Centers of America, Inc. from 2014 to 2017. She also serves as a trust administrator at First National Bank & Trust, where her duties include supporting the Trust department. 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 through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from multiple sources.

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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.