Traverse City, MI Campus Plaza Office
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Huntington Financial Advisors
Enterprise
Firm-wide stats for Huntington Financial Advisors
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
Based on Huntington Financial Advisors
Location
Campus Plaza, 1227 E. Front Street
Traverse City MI 49686
Advisors at this office
3
Advisors at this office
Brandon H
Series 66
Traverse City, MI
The huntington Investment company
Brandon Hale is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2007 and was affiliated with Ameriprise Financial Services, LLC for one year. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.
Joseph W
CFA®, Series 65, Series 63
Traverse City, MI
The huntington Investment company
Joseph Wieske is a CFA® charterholder with 38 years of industry experience. He is currently with The Huntington Investment Company and previously worked at Ameriprise Financial Services, LLC and Incapital LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and affiliate managers across multiple wrap-fee programs on the Envestnet MAS platform.
James K
Series 63, Series 66
Traverse City, MI
The huntington Investment company
James Kingsley is a financial advisor with The Huntington Investment Company in Traverse City, MI, holding Series 63 and Series 66 registrations and four years of industry experience. His work history includes roles at Ameriprise, Bank of America, and Huntington National Bank. Outside of finance, he previously operated The Greener Cleaner Carpet Cleaning business for six years. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party sub-managers and proprietary Private Bank models within an open-architecture approach, offering portfolio management, trade execution, and overlay services.
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