Invested Better
Portfolio Management for Businesses Advisors in Ann Arbor, Michigan
745 Results
Unclaimed

Parkland Securities, LLC

location

ANN ARBOR, MI

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Roberts Hallett is a registered investment advisor representative with Parkland Securities, LLC. Douglas has been in the securities industry since 1981. Douglas is also an investment advisor representative with Spc. The firm has been in business since 2003 and has over 30,000 clients with total assets under management of over $5 billion. The firm provides financial planning, portfolio management, pension consulting and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTATION SERVICES
Unclaimed
location

ANN ARBOR, MI

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Douglas John Hedley is a financial advisor with over 30 years of experience in the industry. Douglas has been registered with SPC since 2011. Previously, Douglas worked with Raymond James Financial Services, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Centennial Financial Services, Inc., and Waddell & Reed, Inc.. Douglas has a wide range of experience in financial planning, portfolio management, and investment advisory services. Douglas is dedicated to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTATION SERVICES
Unclaimed

J. W. Cole Advisors, Inc. | CFC ® (Certifications)

location

ANN ARBOR, MI

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Douglas Thompson is a financial advisor at J. W. Cole Advisors, Inc. with over 40 years of experience in the industry. Douglas is registered with FINRA and the state of Minnesota. Douglas is a Chartered Financial Consultant and holds Series 6, Series 22, Series 63 and SIE licenses. Douglas has a long history of working with clients in the financial services industry, and is committed to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTING
Unclaimed
location

ANN ARBOR, MI

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Douglas Alan Vanderstelt has been a registered investment advisor since 2000. Douglas currently works for SPC in Ann Arbor, Michigan. Douglas has over 20 years of experience in the financial services industry. Douglas is registered in several states and has a broad range of experience serving individuals, corporations, and charitable organizations. Previous to working at SPC, Douglas worked at Lindsco/Private Ledger Corp and Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTATION SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

ANN ARBOR, MI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Douglas D. Ray is a financial advisor with J.p. Morgan Securities LLC. Douglas has been in the financial services industry for over 12 years. Douglas is licensed in 28 states and has a wide range of experience in providing financial advice. Douglas offers a variety of services including financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Hantz Financial Services, Inc.

location

ANN ARBOR, MI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Drake Chwalibog is an investment advisor representative at Hantz Financial Services, Inc. Drake has been in the industry since 2014 and is licensed to conduct business in several states, including Michigan, Florida, Ohio and South Dakota. Drake has passed the Series 7, Series 66 and SIE exams. Drake's specializations include investment management, retirement planning, financial planning and insurance. Drake is also a partner at Plante LLC, a retail health products business.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

ANN ARBOR, MI

experience

7 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Dustin Insley is a financial advisor with SPC. Dustin is based in ANN ARBOR, MI and has been in the industry since 2017. Dustin is registered with both FINRA and the State of Michigan. Dustin has a wide range of experience in the financial services industry, including working with individuals, businesses, and pension plans. Dustin provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Dustin is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTATION SERVICES
Unclaimed
location

ANN ARBOR, MI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Dylan Furlong is a registered representative with L.m. Kohn & Co. Dylan is licensed in Michigan and New York, and has been in the industry since 2023. Dylan has passed the Uniform Combined State Law Examination (Series 66), General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE). Dylan specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Dylan has also worked at Leads Generate Sales and Grand Valley State University.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Pruco Securities, LLC

location

Ann Arbor, MI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Eddie Ray Cargor is a financial advisor with Pruco Securities, LLC in Ann Arbor, MI. Eddie has been in the industry since November 29, 2017 and is registered in Michigan, North Carolina, Ohio, Oregon and Virginia. Eddie has passed the Series 6, Series 63, and SIE exams and specializes in investment advisory services. Eddie previously worked at AXA Advisors, LLC and PFS Investments Inc.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Tiaa-Cref Individual & Institutional Services, LLC

location

ANN ARBOR, MI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Edmund Canlas is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Edmund Canlas has been in the industry since 1999 and has a Series 7, Series 63, and Series 65 license. Edmund Canlas is also a licensed investment advisor representative in the state of Michigan. Edmund Canlas specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Edmund Canlas has worked for several firms, including Comerica Securities, Thrivent Investment Management Inc., and Salomon Smith Barney Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

Need help matching

with the right advisor?