Portage, MI Kirkland Ct. Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,440 offices

Location

7900 Kirkland Ct.

Portage MI 49024

Advisors at this office

4

Advisors at this office

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Ryan A

CFP®, Series 66

Portage, MI

LPL Financial

Ryan Alkhamis is a CFP®-certified financial advisor with LPL Financial, bringing eight years of industry experience. He previously operated Alkhamis Financial and worked at Western Michigan University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Matthew J

Series 63, Series 65

Portage, MI

LPL Financial

Matthew Jarrell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he serves as an instructor for Brazilian Jiu Jitsu-based women's self-defense clinics. 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 offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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

Michael W

CFP®, Series 63, Series 65

Portage, MI

LPL Financial

Michael Walters is a CFP® with 35 years of industry experience, currently practicing at LPL Financial since 2018. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, and National Planning Corporation. Outside of advising, he is involved with Stocks & Blondes LLC, a boat and condo rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and diversified strategies.

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

Zachary A

Series 66

Portage, MI

LPL Financial

Zachary Alkhamis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015 in Portage, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

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