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Detroit, MI Office

Team
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Signal Advisors Wealth, LLC logo

Signal Advisors Wealth, LLC

Multi-team

Firm-wide stats for Signal Advisors Wealth, LLC

Total advisors

47

Across 30 offices

Clients per advisor

102 Very High

Avg AUM per client

$350,809 Low

HNW client ratio

10% Low

About

Signal Advisors Wealth operates a turnkey asset management platform (the “Signal Platform”) that serves independent RIAs, co‑branded investment adviser representatives (IARs), and their retail clients. The firm provides portfolio management, model and third‑party manager access, account monitoring and reporting, and company‑sponsored retirement plan consulting under its TAMP structure.

The firm manages discretionary strategies using a primarily top‑down, tactical asset allocation process with sector rotation and a relative growth/value framework, and supplements those strategies with fundamental, quantitative, and technical analysis. Independent RIAs and Signal Wealth IARs retain responsibility for the client relationship and suitability determinations while Signal Wealth implements trading, rebalancing, and administrative functions under limited discretionary authority on the platform.

Distinctive features include operating a platform that supports several thousand retail accounts, resulting in a higher‑than‑typical client load per advisor compared with many multi‑team peers, and a corporate affiliation with an insurance distribution affiliate (Signal Advisors Insurance). The brochure also discloses a range of transitional and retention arrangements for advisors (including forgivable loans, advances, and warrants) and explicit controls around insurance sales by IARs, which the firm discloses and addresses through policy and client disclosure.

Based on Signal Advisors Wealth, LLC

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting

Based on Signal Advisors Wealth, LLC

Occupation focus

Founder/Business Owner Executive

Based on Signal Advisors Wealth, LLC

Location

1555 Broadway St

Detroit MI 48226

Advisors at this office

8

Advisors at this office

user avatar

Tiffany Y

Series 63, Series 65

Detroit, MI

Signal Advisors Wealth, LLC

Tiffany Young is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her previous roles include positions at Purshe Kaplan Sterling Investments, Coppell Advisory Solutions (dba Fusion Capital Management), CoreCap Advisors, and VFG Associates. Outside of her advisory work, she serves as a lay ministry leader and parishioner at Our Lady of Good Counsel, where she participates in liturgical duties. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm focuses on discretionary portfolio management using a primarily top-down, tactical asset allocation process complemented by fundamental, quantitative, and technical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Josef W

Series 65

Detroit, MI

Signal Advisors Wealth, LLC

Josef Waltenbaugh is a financial advisor with Signal Advisors Wealth, LLC in Detroit, MI. He holds a Series 65 designation and has 12 years of industry experience. Prior to joining Signal Advisors Wealth, he worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of advising, he is the CFO of REPPRO, LLC, a software-as-a-service company. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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James M

ChFC®, Series 66

Detroit, MI

Signal Advisors Wealth, LLC

James Morris is a ChFC® and Series 66 designated financial advisor with 20 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has held roles at TruChoice, The Leaders Group, Inc., and Questar Asset Management, among others. Morris also serves as a registered representative for The Leaders Group and is Chief Compliance Officer at Signal Advisors Wealth. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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William W

Series 65

Detroit, MI

Signal Advisors Wealth, LLC

William Wallbank is a financial advisor at Signal Advisors Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Telemus Capital. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while advisors maintain responsibility for client relationships and suitability.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Alan C

CFP®, Series 66

Detroit, MI

Signal Advisors Wealth, LLC

Alan Crouse is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Signal Advisors Wealth, LLC and has prior experience at firms including Alight Financial Solutions, TIAA, and Transamerica Retirement Advisors. In addition to his advisory work, he serves as an online instructor for Dalton Education, teaching financial professionals pursuing the CFP designation. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and retail clients. The firm employs a top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting advisors with trading, rebalancing, and administrative services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
user avatar

Patrick K

Series 65

Detroit, MI

Signal Advisors Wealth, LLC

Patrick Kelly Jr. is a financial advisor at Signal Advisors Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at J.W. Cole Advisors, Inc., Rep Pro, LLC, and Global Financial Private Capital, LLC. Outside of his advisory role, he co-founded Function Plus, a non-investment-related business. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process with sector rotation and combines fundamental, quantitative, and technical analysis in managing discretionary strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
user avatar

Keith I

Series 63, Series 66

Detroit, MI

Signal Advisors Wealth, LLC

Keith Inman is a financial advisor at Signal Advisors Wealth, LLC with eight years of industry experience. He previously worked at Raymond James & Associates, Bank of America, Merrill, Santander Securities, and Santander Bank. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies through a top-down, tactical asset allocation process combined with fundamental, quantitative, and technical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
user avatar

Brian B

Series 63, Series 65

Detroit, MI

Signal Advisors Wealth, LLC

Brian Bartold is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Coppell Advisory Solutions LLC dba Fusion Capital Management, PKS Investments, CoreCap Advisors, and VFG Associates, LLC. Outside of financial services, he is involved with Falcon Film Studios as a wedding photographer and performs data entry work. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients, offering portfolio management, model and third-party manager access, and retirement plan consulting through its TAMP structure. The firm employs a primarily top-down, tactical asset allocation approach supplemented by multiple analytical methods, while supporting a higher-than-average client load per advisor.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
View complete list of advisors at this office
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