Top financial advisors working with union employees
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work under a union contract, your benefits and retirement options often come with unique rules and protections that differ from typical employment. Choosing an advisor who understands these union-specific details helps you avoid costly mistakes like mismanaging pension options or missing out on union-negotiated benefits.
- Union contract knowledge. Confirm the advisor knows how your union's agreements affect your retirement and benefits choices.
- Pension and annuity insight. Ask how they evaluate your union pension options alongside other retirement income sources.
- Benefit coordination. Look for advisors who integrate union health, disability, and retirement benefits into your overall financial plan.
- Experience with union members. Check if they have a track record of advising clients with similar union roles and benefit structures.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert K
Series 66
Bridgeport, WV
Merrill
Robert Koerber specializes in retirement income strategy and annuities, making him well-suited to address the unique pension and benefit considerations of union employees. Based in Bridgeport, WV, he operates within a large firm, Merrill, and serves a diverse client base including unions and small business owners, offering a 1.10% AUM fee for managed strategies under $2 million, which may appeal to mid-career professionals and high earners seeking comprehensive wealth management.
Experience: 8 years
Avg account: $860,085
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Michael H
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
Michael Hazell specializes in advising union employees, leveraging 23 years of experience and a deep understanding of union-specific benefits and retirement options. Operating from Overland Park, KS, he leads Penn Wealth Management, an independent, fee-only firm with a strategic asset-allocation approach and a 1.00% annual AUM fee, distinguishing him through comprehensive planning and active portfolio management tailored to union members' unique financial needs.
Experience: 23 years
Avg account: $500,000
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Michael L
Series 65
Chesterfield, MO
Acropolis Investment Management
Michael Lissner's 23 years of experience and Series 65 designation equip him to navigate the unique financial needs of union employees, including pension and benefit coordination. Operating from Chesterfield, MO, he offers flat-fee consulting through Acropolis Investment Management, a fee-only firm known for its committee-driven, tax-aware investment approach, which may appeal to high-net-worth clients seeking independent, seasoned guidance.
Experience: 23 years
Avg account: $2,390,062
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Michael W
CFA®, Series 63, Series 65
Bloomington, MN
White Pine Capital LLC
Michael Wallace specializes in advising union employees, leveraging his 20 years of experience and CFA® designation to navigate union-specific benefits and retirement options effectively. Based in Bloomington, MN, he operates through White Pine Capital LLC, which offers a blend of active and passive investment strategies and serves high-net-worth clients with flexible flat-fee arrangements, distinguishing him from advisors focused solely on traditional wealth management.
Experience: 20 years
Avg account: $4,237,658
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Rebecca L
Series 65
Minnetonka, MN
Adams-Hansen & Associates
Rebecca Lair specializes in retirement income strategy and wealth management, making her well-suited to address the unique financial needs of union employees in the US. Operating from Minnetonka, MN, she offers flat-fee and independent advisory services through Adams-Hansen & Associates, a firm known for its risk-based investment approach and experience with union locals and retirement plans, which distinguishes her from advisors with less specialized firm support or fee flexibility.
Experience: 5 years
Avg account: $837,696
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