Troy, MI W. Long Lake Rd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,115 offices

Location

1450 W. Long Lake Rd, Ste 370

Troy MI 48098

Advisors at this office

3

Advisors at this office

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Matthew F

Series 63, Series 65

Troy, MI

Cetera

Matthew Flynn is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Ameriprise, Concorde Investment Services, and L.M. Kohn & Company. He serves as a board member of the Troy Chamber of Commerce. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a nationwide network of over 10,000 advisors.

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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Michael M

Series 63, Series 66

Troy, MI

Cetera

Michael Moon is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Ameriprise and currently partners at Sentia Wealth while also owning businesses including Moon Legacy Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program structures through a nationwide network of independent advisors.

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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William T

Series 63, Series 65

Troy, MI

Cetera

William Turner is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Concorde Investment Services. Outside of advising, he is involved in managing a payroll and HR business, MTF Management Incorporated. Cetera is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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