Byron Center, MI Office

Team
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Huntington Financial Advisors logo

Huntington Financial Advisors

Enterprise

Firm-wide stats for Huntington Financial Advisors

Total advisors

427

Across 311 offices

Clients per advisor

99 High

Avg AUM per client

$184,627 Very Low

HNW client ratio

2% Very Low

About

The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals (including high‑net‑worth clients), charitable organizations, corporations and other business entities with advisory and brokerage services. It sponsors multiple wrap‑fee programs on the Envestnet MAS platform—including SMA, UMA, RPM, PWC, Premier, Select and Foundations strategies—and is also a registered broker‑dealer and licensed insurance agency.

Huntington’s programs use an open‑architecture model that combines third‑party Sub‑Managers and Wrap Strategists with affiliate model offerings from its Private Bank (Huntington Dynamic Portfolios); accounts may be managed discretely by advisors (RPM), by model providers, or through Envestnet overlay services (tax and impact overlays), with periodic rebalancing and custodial services provided via National Financial Services. Advisory arrangements are predominantly percentage‑of‑assets wrap fees that cover portfolio management, trade execution and manager fees, and Huntington discloses how advisor compensation and program fee structures can vary by program.

Distinctive features in the brochure include an explicit affiliation with an institutional broker‑dealer and municipal advisor (Huntington Securities) and the prominent use of proprietary Private Bank models for which the Private Bank receives specified payments (for example, 0.15% for Huntington Dynamic Portfolios and stated 0.25% manager payments for certain SMA sleeves), a structural conflict the firm documents and supervises. The disclosure also shows limited focus on pension/profit‑sharing plan business and that financial planning is referenced as provided in the broker‑dealer capacity rather than as a standalone advisory program; the firm notes a temporary dual registration with Ameriprise to support an administrative account conversion.

Based on Huntington Financial Advisors

Expertise

ESG / Sustainable investing Active portfolio management Tax-loss harvesting

Based on Huntington Financial Advisors

Location

Wmi and Cmi Osj Byron Center, 2445 84th Street SW

Byron Center MI 49315

Advisors at this office

5

Advisors at this office

user avatar

Ashley G

Series 66, Series 63

Byron Center, MI

The huntington Investment company

Ashley Gutierrez is a financial advisor at The Huntington Investment Company with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Ameriprise Financial Services, LLC and The Huntington National Bank. Outside of her advisory role, Gutierrez has worked as an Uber driver. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party sub-managers and proprietary models, delivering a range of wrap-fee programs and portfolio management solutions.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Emily R

Series 66

Byron Center, MI

The huntington Investment company

Emily Rush is a financial advisor at The Huntington Investment Company with 15 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LPL Financial, and Firstmerit Bank. Outside of her advisory role, she is a member of Rush Properties, LLC, involved in purchasing and managing real estate. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary Private Bank offerings to deliver customized investment programs through multiple wrap-fee strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

David T

Series 63, Series 66

Byron Center, MI

The huntington Investment company

David Tupper is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously spent 20 years at Fifth Third Securities, Inc. Outside of his advisory work, he serves on the boards of Grand Traverse Industries and the Munson Hospital Foundation, and owns a business involved in buying and selling classic cars. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm uses an open-architecture investment approach combining third-party and proprietary strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Mark D

Series 63, Series 65

Byron Center, MI

The huntington Investment company

Mark Davis II is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Ameriprise, Cetera, and TCF National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and affiliate model offerings, providing portfolio management and trade execution services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Henry James Ryan T

Series 63, Series 65

Byron Center, MI

The huntington Investment company

Henry James Ryan Telman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with The Huntington Investment Company since 2002 and has also worked at Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
View complete list of advisors at this office
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