Highland, MI 1641 S Milford Rd Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

7

Of 6,448 advisors across 2,954 offices

Location

1641 S Milford Rd, Ste C103

Highland MI 48357

Advisors at this office

7

Advisors at this office

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Nora E

Series 66

Highland, MI

Raymond James Financial

Nora Erickson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of her advisory role, she provides administrative support to a local wealth management group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides customized, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports client implementation through its advisory programs and affiliated firms.

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

Series 66

Highland, MI

Raymond James Financial

Joseph Janca is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James and Ballard Wealth Group since 2017. Outside of his advisory role, he provides client service support at Ballard Wealth Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors with specialized services, including municipal and public finance work.

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

Series 66

Highland, MI

Raymond James Financial

Ethan Mulder is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Epic Systems and Panera Bread. He is also involved with Wagner & Mulder Financial Group, a non-investment-related business based in Highland, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and tailored strategies to support diverse client goals and offers specialized programs including municipal advisory and SIMPLE IRA Employer Consulting Services.

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

Series 66

Highland, MI

Raymond James Financial

Amanda Teremi is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has also worked with Ballard Wealth Group and has prior experience in banking and retail. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using risk profiling and analytical tools tailored to client goals.

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

Series 63, Series 66

Highland, MI

Raymond James Financial

Kent Ballard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2011. Ballard also owns Ballard Wealth Group, a marketing name used for his branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

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

Series 63, Series 66

Highland, MI

Raymond James Financial

Joshua Mulder is a financial advisor at Raymond James Financial with 23 years of industry experience. He has worked at Raymond James since 2016 and previously spent 14 years at Ameriprise Financial Services. Mulder Financial Group is a partnership name used for business purposes, but all client accounts and activity are conducted through Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

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

Series 66

Highland, MI

Raymond James Financial

John Wagner is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2016. Wagner is also an independent contractor financial advisor with Ballard Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and investment consulting tailored to client goals using various analytical 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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