A complete list of active advisors currently associated with Flagstar Advisors, Inc.

Warmer can help you find a great advisor at Flagstar Advisors, Inc. or one who fits your needs even better.

Flagstar Advisors provides discretionary portfolio management and retirement-plan consulting to a mix of individual clients (including high-net-worth individuals) and institutional clients such as pension/profit-sharing plans, trusts, estates, charitable organizations, corporations, and insurance companies. In addition to advisory services, the firm operates a broker-dealer and a licensed insurance agency and offers access to mutual funds, ETFs, alternative investments, and variable and fixed‑indexed insurance products. The firm typically implements client strategies through Investment Policy Statements, discretionary authority, and managed-account programs that allocate among third‑party advisers (TPAs) and investment managers; it uses Envestnet PMC for due diligence on funds and managers and conducts periodic reviews with clients. Some Investment Adviser Representatives are dual-registered as registered representatives or insurance agents, so they may provide brokerage or insurance products in their separate capacities while advisory services are delivered under the firm’s investment management agreements. Flagstar Advisors is a wholly owned non‑bank subsidiary of Flagstar Bank, N.A., an affiliation it discloses and leverages through referral arrangements and the firm’s recommendation of its clearing/custodial partner (Fidelity), which provides the firm with institutional services and business development credits. The firm’s combined advisor, broker‑dealer, and insurance agency structure — plus disclosures that it retains monthly net gains from certain trade‑error profits and pays/receives referral and correspondent credits — creates conflicts of interest the firm says it manages through policies and disclosures.

To learn more about the advisors currently working at Flagstar Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.