Sterling Heights, MI Mound Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,563 offices

Location

35655 Mound Road

Sterling Heights MI 48310

Advisors at this office

2

Advisors at this office

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Jerad L

Series 63, Series 65

Sterling Heights, MI

OSAIC

Jerad Laparl is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018, following seven years at Jhfn Sii. In addition to his advisory role, he manages an LLC involved in a self-storage business. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios with a broad range of investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey M

CFP®, Series 66

Sterling Heights, MI

OSAIC

Jeffrey Manzella is a CFP® professional with 17 years of industry experience, currently advising at OSAIC since 2018. He has held previous roles at Signator Investors Inc from 2009 to 2018 and leads 30,000 FT Wealth Management, where he serves as president. Manzella’s business activities include sales and marketing of securities, investment advisory, and fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services utilizing various portfolio construction tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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