East Lansing, MI East Saginaw Hwy Office

Team
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Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Firm-wide stats for Private Advisor Group, LLC

Total advisors

924

Across 421 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

About

Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses and retirement plans, providing both discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting and access to wrap and non‑wrap advisory programs. The firm also offers managed account solutions including its proprietary WealthSuite, third‑party TAMPs and custodian programs, annuity allocation services, alternative investments through CAIS, and held‑away management for certain participant accounts via Pontera.

PAG describes its advisory model as fiduciary‑based: investment adviser representatives gather client goals and risk tolerances, then either act as portfolio managers or assist clients in selecting managers and model portfolios from strategists such as Fidelity, BlackRock and Invesco. The firm uses technology platforms (Orion for WealthSuite, Pontera for held‑away assets) and employs a range of methods (asset allocation, fundamental, technical, trading and both long‑ and short‑term strategies) while often implementing advice through third‑party managers and TAMPs.

Noteworthy features in the brochure include that certain IARs are licensed attorneys who may provide legal services in their individual capacities and that some IARs serve as real estate brokers, dealers or investors and may recommend real estate transactions — relationships the firm discloses and seeks to manage. The brochure also discloses an ownership link and business relationships with LPL and affiliated entities, a proprietary WealthSuite that receives model‑provider revenue shares used to offset platform costs, and a recent SEC enforcement matter concerning mutual fund share‑class disclosures for which the firm agreed to remedial measures and payment.

Based on Private Advisor Group, LLC

Expertise

Annuities

Based on Private Advisor Group, LLC

Occupation focus

Founder/Business Owner

Based on Private Advisor Group, LLC

Location

2260 East Saginaw Hwy, Suite B

East Lansing MI 48823

Advisors at this office

7

Advisors at this office

user avatar

Scott N

Series 66

East Lansing, MI

Private Advisor Group, LLC

Scott Nihart is a financial advisor with Private Advisor Group, LLC in East Lansing, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains roles with Flynn Wealth Partners and LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that utilizes a range of investment strategies and technology platforms, including proprietary managed account solutions and third-party managers.

Annuities Founder/Business Owner
user avatar

Nathanael F

CFP®, Series 63

East Lansing, MI

Private Advisor Group, LLC

Nathanael Flynn is a CFP® professional with 24 years of experience in the financial industry. He has been with Private Advisor Group, LLC since 2015 and has concurrently worked at LPL Financial, LLC since 2004. Flynn is based in East Lansing, MI. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm uses a fiduciary-based advisory model and employs various investment strategies, offering both proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
user avatar

Jay O

CFP®, Series 63

East Lansing, MI

Private Advisor Group, LLC

Jay O'Brien is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2015. He has been affiliated with LPL Financial, LLC since 2004. Outside of his advisory work, he owns Money Rules, an internet educational and marketing company that provides financial educational materials, including a financial blog. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies through proprietary platforms and third-party managers.

Annuities Founder/Business Owner
user avatar

Nathan R

CFP®, Series 63, Series 66

East Lansing, MI

Private Advisor Group, LLC

Nathan Reusser is a CFP® professional with 25 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has concurrently worked with LPL Financial since 2004. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and turnkey asset management programs.

Annuities Founder/Business Owner
user avatar

Samuel W

CFP®, Series 65

East Lansing, MI

Private Advisor Group, LLC

Samuel Whelan is a CFP® and Series 65 registered advisor with four years of industry experience. He currently provides investment advice through Flynn Wealth Partners under Private Advisor Group, LLC. His prior work includes roles at Auto Owners Insurance and local government positions in Ingham and Gratiot counties. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a mix of strategies while often working with third-party managers and tactical asset management programs.

Annuities Founder/Business Owner
user avatar

Matthew R

Series 66

East Lansing, MI

Private Advisor Group, LLC

Matthew Rynbrandt is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has been providing investment advisory services through Private Advisor Group since 2016. In addition to his advisory role, he is employed as an Academic Specialist at Michigan State University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including its proprietary WealthSuite platform and third-party manager options.

Annuities Founder/Business Owner
user avatar

Jeremy M

Series 63, Series 66

East Lansing, MI

Private Advisor Group, LLC

Jeremy Mason is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Private Advisor Group since 2015 and maintains affiliations with LPL Financial and Michigan Financial Group dating back to 2005. Outside of his advisory roles, he is a co-owner and operator of a small coffee roasting company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies to meet client goals.

Annuities Founder/Business Owner
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