Ann Arbor, MI Office

Team
Updated today

Client AUM

$42,347,851,697

Clients

139,740

Advisors

3

Of 924 advisors across 419 offices

Location

2950 S.State St. Suite 360

Ann Arbor MI 48104

Advisors at this office

3

Advisors at this office

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Robert P

Series 63, Series 65

Ann Arbor, MI

Private Advisor Group, LLC

Robert Petersmark is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Private Advisor Group since 2014 and has also worked with LPL Financial since 2001. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Retired Founder/Business Owner
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Drake R

Series 65

Ann Arbor, MI

Private Advisor Group, LLC

Drake Reid is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and having one year of industry experience. His prior roles include positions at LPL Financial LLC, Carrera Capital Advisors, and Worklife Benefit Consultants. Outside of his advisory role, he is involved in implementing insurance solutions through THG Financial Strategies, working in a fiduciary capacity to suit individual client needs. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to various asset management platforms and strategies.

Retired Founder/Business Owner
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Justin P

Series 66

Ann Arbor, MI

Private Advisor Group, LLC

Justin Petersmark is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial LLC and Petersmark Financial Network. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and a firm-managed separately managed account platform.

Retired Founder/Business Owner
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