Ann Arbor, MI 2723 S State Street Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,440 offices

Location

2723 S State Street, Ste 210

Ann Arbor MI 48104

Advisors at this office

2

Advisors at this office

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Brenda H

Series 63, Series 66

Ann Arbor, MI

LPL Financial

Brenda Henning is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her previous roles include positions at Old National Bank, Foresters Financial Services, and First Investors Advisory Services. She also participates in a referral program for banking products with Old National Bank. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Nathaniel R

Series 63, Series 66

Ann Arbor, MI

LPL Financial

Nathaniel Roberts is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 credentials and ten years of industry experience. His prior roles include positions at Cetera Investment Services, The Huntington Investment Company, Citizens Securities, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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