Kalamazoo, MI Stadium Dr Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

7

Of 1,447 advisors across 544 offices

Location

6100 Stadium Dr

Kalamazoo MI 49009

Advisors at this office

7

Advisors at this office

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Steven G

Series 63, Series 65

Kalamazoo, MI

Kestra Advisory

Steven Gehl is an investment advisor representative with Kestra Advisory Services, LLC, based in Kalamazoo, MI. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Kestra Investment Services since 2016. Outside of his advisory work, he holds a minority ownership in a board game creation and sales company and serves as an unpaid board member for a local condo association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Clinton V

Series 63

Kalamazoo, MI

Kestra Advisory

Clinton Van Linder is an investment advisor with Kestra Advisory in Kalamazoo, MI, holding a Series 63 designation and 26 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and has a background that includes nearly three decades at Ron Wiser & Associates and JCS Total Property Management. Van Linder also provides tax advice as a CPA as part of his financial planning services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides services including plan design, compliance testing, fiduciary consulting, and access to multiple management platforms, serving notable clients such as sovereign wealth funds and administering approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Ronald W

CFP®, ChFC®, Series 63, Series 65

Kalamzazoo, MI

Kestra Advisory

Ronald Wiser is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) at Kestra Advisory with 58 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and has extensive prior experience at Western Reserve Life Insurance dating back to 1967. Outside of his advisory work, Wiser serves on the board of the Michigan Education Trust and is president of the Old Harbor Village Condo Association. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Denise G

Series 63, Series 65

Kalamazoo, MI

Kestra Advisory

Denise Garten is a financial advisor with Kestra Advisory in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services since 2016 and also operates The Wiser Financial Group as a Certified Wealth Strategist. Garten serves as president of the Southwest Michigan Amputee Resource Group, an amputee support organization. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a wide range of clients including large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Wesley L

CFP®, Series 63

Kalamazoo, MI

Kestra Advisory

Wesley Lentz is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He also acts as branch manager for The Wiser Financial Group, providing oversight in compliance and marketing for registered representatives in his branch. Lentz has a background as an independent insurance representative dating back to 2002. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm’s services include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Mark S

CFP®, ChFC®, Series 63, Series 66

Kalamazoo, MI

Kestra Advisory

Mark Stegink is a financial advisor with Kestra Advisory who holds the CFP® and ChFC® designations and has 22 years of industry experience. He has been with Kestra Advisory since 2016 and has involvement in other business activities including co-owning Secret Squirrels, LLC and serving as a general member of The Chamber of Grand Haven, Spring Lake, and Ferrysburg. Additionally, he assists with audio amplification for concerts and musical performances through Amplified Audio. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services from fiduciary consulting to plan-level investment advice and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and offering complex investment solutions through multiple platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Richard G

CFP®, Series 63

Kalamazoo, MI

Kestra Advisory

Richard Geib is a CERTIFIED FINANCIAL PLANNER™ professional with over 51 years of industry experience. He has worked at Kestra Advisory since 2016 and has held roles including independent insurance agent and positions at Aetna Life and Casualty dating back to 1979. Based in Kalamazoo, MI, Geib provides financial planning and investment advisory services through Kestra, occasionally handling fixed insurance products. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

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