Bad Axe, MI Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,496

Across 2,987 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Expertise

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

132 East Huron Ave

Bad Axe MI 48413

Advisors at this office

7

Advisors at this office

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Tyler C

Series 66

Bad Axe, MI

Raymond James Financial

Tyler Colling is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at Fieldstone Wealth Management and Cherry Hill Financial. Outside of finance, he and his wife operate a farming business, T & K Colling Farms LLC, which grows a rotation of corn, dry beans, wheat, and soybeans on family-owned land. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by various analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brady K

Series 66

Bad Axe, MI

Raymond James Financial

Brady Krohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. His work history includes roles at Fieldstone Wealth Management Group, Kapteyn Wealth Partners, and a business called Golf 616. He has also worked in education at Spring Arbor University and Laker Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using advanced modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Amanda B

Series 65

Bad Axe, MI

Raymond James Financial

Amanda Brown is a Series 65-licensed financial advisor with three years of industry experience. She is currently associated with Raymond James Financial and previously worked at Advance Wealth Management Service, LLC. Outside of advising, she supports Fieldstone Wealth Management as a client service team lead. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools to assist clients in achieving their financial goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nathan H

Series 66

Bad Axe, MI

Raymond James Financial

Nathan Haag is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He owns Haag Capital Management LLC and has worked with Fieldstone Wealth Management and Krohn Capital Management. Outside of advisory roles, Haag has experience in education, including positions with Cass City Public Schools and Caro Community Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs with an emphasis on analytical tools, technology integration, and specialized municipal and retirement plan services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mark K

Series 63, Series 66

Bad Axe, MI

Raymond James Financial

Mark Krug is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. His career includes roles at Krug Financial Services LLC, Fieldstone Wealth Management, and Jason Patrick & Associates LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jason K

CFP®, Series 63, Series 66

Bad Axe, MI

Raymond James Financial

Jason Krohn is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bad Axe, MI, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has served as a financial advisor with Raymond James since 2001. Krohn is also president of Fieldstone Wealth Management LLC, a non-investment support company based in Bad Axe. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and investment consulting to client goals, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Patrick E

Series 63, Series 66

Bad Axe, MI

Raymond James Financial

Patrick Essian is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Raymond James since 1999 and is also affiliated with Fieldstone Wealth Management Group. Outside of advising, he owns Elijah Air LLC, a business renting airplanes, and Oakwood Financial, a real estate brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers customized, non-discretionary planning and leverages analytical tools for risk profiling and outcome modeling while supporting municipal and public finance work through specialized advisory arrangements.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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