Kalamazoo, MI East Michigan Ave Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

10

Of 5,810 advisors across 937 offices

Location

161 East Michigan Ave, Suite 600

Kalamazoo MI 49007

Advisors at this office

10

Advisors at this office

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Kenneth L

Series 63, Series 65

Kalamazoo, MI

Raymond James & Associates

Kenneth Lampos is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 1999 and also maintains a tenure with Roney & Co. dating back to 1992. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles supported by in-house research and affiliated sub‑advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Blane H

CFP®, Series 66

Kalamazoo, MI

Raymond James & Associates

Blane Heisler is a CFP® with 10 years of experience in the financial industry, currently serving as an advisor at Raymond James & Associates. His career includes roles at Diversified Financial Advisors, Harbour Investments, and Jackson National Life Distributors. Heisler has also worked outside finance for Door Dash and served at Olivet College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Darlene H

Series 63, Series 65

Kalamazoo, MI

Raymond James & Associates

Darlene Hybels is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has been with Raymond James & Associates since 1999. Outside of her advisory role, she serves on the Finance/Investment Committee of the YWCA of Kalamazoo, where she reviews investment and spending policies for endowed funds. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning and consulting with a variety of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Justin P

Series 66

Kalamazoo, MI

Raymond James & Associates

Justin Peterman is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding a Series 66 designation and 13 years of industry experience. He previously worked for Edward Jones for 10 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Heather K

CFP®, Series 63, Series 65

Kalamazoo, MI

Raymond James & Associates

Heather Kakabeeke is a CFP® professional with 27 years of industry experience, currently with Raymond James & Associates in Kalamazoo, MI. She has worked at Raymond James since 2014 and previously was involved in businesses including The Fitness Spott LLC and The Courthouse Athletic Center. Outside of her advisory role, she markets clean crafted wine as an independent contractor with Scout and Cellar. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael A

Series 65, Series 63

Kalamazoo, MI

Raymond James & Associates

Michael Albrecht is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 9 years of industry experience. He previously worked at Transamerica Retirement Solutions, Transamerica Investors Securities Corporation, and Transamerica Capital Inc before joining Raymond James in 2021. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, with a range of portfolio management styles supported by firm research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Robert B

Series 63, Series 65

Kalamazoo, MI

Raymond James & Associates

Robert Benjamin is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 1999 and also maintains a longstanding affiliation with Roney & Co. since 1998. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ruth R

Series 63, Series 65

Kalamazoo, MI

Raymond James & Associates

Ruth Rozankovich is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked for Oppenheimer & Co for 10 years before joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients through financial planning, non-discretionary consulting, and institutional advisory services, utilizing a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeanne C

Series 66

Kalamazoo, MI

Raymond James & Associates

Jeanne Case is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Healogics. Outside of her advisory role, she assists with marketing and sourcing items for a small furniture refinishing business owned by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Carole B

Series 66

Kalamazoo, MI

Raymond James & Associates

Carole Bestervelt is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds the Series 66 designation. She has been with Raymond James & Associates since 1996. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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