Gaylord, MI East Main St. Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

8

Of 22,678 advisors across 10,420 offices

Location

213 East Main St.

Gaylord MI 49735

Advisors at this office

8

Advisors at this office

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Sharyn D

Series 63, Series 65

Gaylord, MI

LPL Financial

Sharyn Dansa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her career includes roles at Raymond James Financial Services, Cetera Investment Advisors, and The Huntington Investment Company. She is also involved with Maier & Associates Financial Group, an affiliated business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Brett N

CFP®, Series 66

Gaylord, MI

LPL Financial

Brett Naylor is a CFP® with five years of industry experience, currently affiliated with LPL Financial. He previously worked at Raymond James Financial Services and Hantz Financial Services. Outside of his advisory roles, he has been involved with the Silver Palace Bar & Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Logan M

CFP®, CFA®, ChFC®, Series 66

Gaylord, MI

LPL Financial

Logan Maier is a financial advisor with LPL Financial, holding the CFP®, CFA®, and ChFC® designations and with six years of industry experience. He previously worked at Raymond James Financial Services for five years and has been involved with Maier & Associates Financial Group, Inc. since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Michael W

CFP®, ChFC®, Series 63, Series 66

Gaylord, MI

LPL Financial

Michael Wilcox is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Raymond James Financial Services Advisors, Inc. and Securities America, Inc. Wilcox is also involved with Maier & Associates Financial Group, a business he has been connected to since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and various investment management options.

College savings (529s, UTMA, etc.)
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Adam W

CFP®, CFA®, ChFC®, Series 65, Series 63

Gaylord, MI

LPL Financial

Adam Wohlscheid is a financial advisor with LPL Financial holding CFP®, CFA®, and ChFC® designations and five years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and CG Financial, and maintains an ongoing role with Maier & Associates Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party strategies.

College savings (529s, UTMA, etc.)
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Gregory D

CFP®, Series 63, Series 66

Gaylord, MI

LPL Financial

Gregory Dahlberg is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with firms including Raymond James Financial Services and Maier & Associates. Outside of advising, he has been involved with MZN Properties, LLC and has operated Maier & Associates College Planning and Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions through a national network of representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Wayne M

Series 63, Series 66

Gaylord, MI

LPL Financial

Wayne Maier is a financial advisor at LPL Financial with 51 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Raymond James Financial Services and Securities America. Maier is also involved with the Maier & Associates Charitable Foundation, which he has been part of since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Joseph M

Series 63, Series 66

Gaylord, MI

LPL Financial

Joseph Maier is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and Securities America, in addition to operating Maier and Associates Financial Group since 1999. Maier serves on the board of the Maier & Associates Charitable Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options, supported by internal and third-party research.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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