Sterling Heights, MI Van Dyke Ave Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,115 offices

Location

38700 Van Dyke Ave Ste 125

Sterling Heights MI 48312

Advisors at this office

2

Advisors at this office

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Issac P

Series 63, Series 65

Sterling Heights, MI

Cetera

Issac Power is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at New York Life and NYLIFE Securities, as well as experience in education at high schools and Baylor University. In addition to advisory work, he is an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kimberly E

CFP®, Series 63, Series 66

Sterling Heights, MI

Cetera

Kimberly Enders is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. She is currently affiliated with Cetera and has held various roles within the Cetera network and Summit Financial Group since 2015. Beyond her advisory work, she is involved in motivational speaking and sales training. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide independent advisor network and operates a multi-manager platform with various program options and affiliations.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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