Bloomfield Hills, MI Office

Team
Updated today

Client AUM

$30,784,600,000

Clients

19,025

Advisors

6

Of 404 advisors across 128 offices

Location

40900 Woodward Ave, Ste 302

Bloomfield Hills MI 48304

Advisors at this office

6

Advisors at this office

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Jason G

CFP®, Series 66

Bloomfield, MI

Sanctuary Advisors, LLC

Jason Geisz is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Geisz is a member of the investment committee for the (EP)Foundation of Michigan, a nonprofit organization, and serves on the advisory board of Portfolio Summits. He also participates on the policy committee of the National Small Business Association. Sanctuary Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment advisers. The firm offers portfolio management via various programs and acts as a fiduciary when a written advisory agreement exists.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Raymond B

CFP®, Series 65, Series 63

Bloomfield Hills, MI

Sanctuary Advisors, LLC

Raymond Biswanger IV is a CFP®-certified financial advisor with Sanctuary Advisors, LLC, based in Bloomfield Hills, MI, and has 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association for eight years before joining Sanctuary Wealth. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, providing investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Suzanne M

Series 63, Series 65

Bloomfield Hills, MI

Sanctuary Advisors, LLC

Suzanne Minster is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. She has held positions at Sanctuary Wealth since 2021 and previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2021. Suzanne holds Series 63 and Series 65 designations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver tailored portfolio management and consulting services using a variety of analytical approaches and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Elizabeth S

Series 66

Bloomfield Hills, MI

Sanctuary Advisors, LLC

Elizabeth Silver is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley in various roles from 2009 to 2021 before joining Sanctuary Wealth in 2021. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to a variety of managed account platforms, employing multiple analytical approaches and maintaining a fiduciary standard when agreements are in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Connor K

Series 65, Series 63

Bloomfield Hills, MI

Sanctuary Advisors, LLC

Connor Kruse is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Alps Distributors, Inc., Clarkston Capital Partners, LLC, and MassMutual Great Lakes. Outside of Sanctuary Advisors, he serves as an Investor Relations Associate at Clarkston Capital Partners, an investment management firm. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who develop individualized investment strategies within a fiduciary framework, utilizing various account structures and analytical approaches.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Robert A

Series 63, Series 66

Bloomfield Hills, MI

Sanctuary Advisors, LLC

Robert Alati is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 63 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and acting as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
View complete list of advisors at this office
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