A complete list of active advisors currently associated with Plaisier Financial Group LLC

Warmer can help you find a great advisor at Plaisier Financial Group LLC or one who fits your needs even better.

The firm provides portfolio supervisory services, investment advice and financial planning to individuals, retirement accounts, charitable organizations and business entities. Client assets are custodied at TD Ameritrade and services may be delivered as ongoing discretionary management or as one‑time planning engagements billed on an asset‑under‑management or hourly basis. The firm does not use predetermined model portfolios and tailors investment recommendations to each client’s stated objectives and tolerance for risk, with an emphasis on diversification. Research sources cited in the brochure include Morningstar and VectorVest, and accounts are monitored continuously with formal reviews at least quarterly. The firm’s principal also operates an affiliated insurance agency and a tax preparation/bookkeeping practice and is licensed to sell life and health insurance, which creates potential conflicts when insurance or tax services are recommended. The brochure discloses these relationships, notes that insurance sales may generate commissions, and states that these other activities account for roughly one quarter of the adviser’s time and income — a combination that is uncommon among independent advisory firms.

To learn more about the advisors currently working at Plaisier Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jana Plaisier	Ludington, MI	39

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