Years of Experience
5-20+ Years
AUBURN HILLS, MI
0 Disclosures
ADVISOR BIO
Nathan Mark Bohannon is a financial advisor with MKD Wealth. Nathan holds Series 6, 7, and 66 securities licenses and has been in the financial industry since 2009. Nathan's primary focus is providing financial planning and investment management services to individuals and families. Nathan also holds the Certified Financial Planner designation.
SPECIALIZATIONS
AUBURN HILLS, MI
17 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Shane has been a registered investment advisor since 2007. He has experience working with a variety of clients, including high-net-worth individuals and corporations. Nicholas is currently registered with Valic Financial Advisors, Inc. and is based in Auburn Hills, Michigan. He also holds a Series 3, Series 7, and Series 66 license. Nicholas's experience at other firms includes Barclays Capital Inc. and Credit Suisse Securities (USA) LLC. Nicholas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He has also worked for AGIA, providing non-securities insurance products.
SPECIALIZATIONS
AUBURN HILLS, MI
12 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Fioroni is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has been in the securities industry since April 11, 2013 and has passed the Series 7, Series 66 and SIE exams. Nicholas specializes in working with individual investors and businesses. Nicholas holds registrations in 28 states and is currently registered with the firm in Auburn Hills, Michigan.
SPECIALIZATIONS
AUBURN HILLS, MI
22 Years Experience
0 Disclosures
ADVISOR BIO
Niki Marie Sturm is a financial advisor at Centaurus Financial, Inc. based in AUBURN HILLS, MI. Niki has been in the financial industry since 2002. Niki holds Series 6, 7, and 63 licenses. Niki's focus is on providing financial planning and investment advice to individuals and businesses. Niki specializes in helping clients with their investment portfolios. Niki's expertise includes working with clients of all ages and backgrounds, and she is passionate about helping her clients achieve their financial goals.
SPECIALIZATIONS
AUBURN HILLS, MI
5 Years Experience
0 Disclosures
ADVISOR BIO
Nikola Savich is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Nikola Savich has been in the industry since January 2020, and has a Series 7, Series 66 and Series 31 license. Nikola Savich specializes in Providing Financial and Investment Advice, Investment Advisory Services and Brokerage Services. Nikola Savich is registered with the following regulatory organizations: FINRA, MSRB and the state of Michigan.
SPECIALIZATIONS
AUBURN HILLS, MI
1 Years Experience
0 Disclosures
ADVISOR BIO
Noah M Krull is a financial advisor registered with Valic Financial Advisors, Inc. Noah has been in the financial industry since 2023. Noah holds Series 66 and Series 7TO securities licenses. Noah M Krull is registered with the following states: Illinois, Indiana, Michigan, Ohio, and Wisconsin. Noah is active in both the Broker-Dealer and Investment Advisor channels. Noah M Krull specializes in Fixed Annuities, Variable Annuities, and Mutual Funds. In addition to being a financial advisor, Noah is an agent for AGIA selling non-securities insurance products.
SPECIALIZATIONS
Auburn Hills, MI
11 Years Experience
0 Disclosures
ADVISOR BIO
Norbert Charles Martz is an investment advisor representative with Pruco Securities, LLC, a broker-dealer firm based in Newark, New Jersey. Norbert has been working in the financial industry since 2014, specializing in providing investment advice for individuals, businesses, and trusts and estates. Norbert is licensed to sell securities in Arizona, California, Idaho, Iowa, Michigan, and Ohio. Norbert holds the Series 6 and Series 63 licenses as well as the Securities Industry Essentials (SIE) designation. He is also registered with the Financial Industry Regulatory Authority (FINRA).
SPECIALIZATIONS
AUBURN HILLS, MI
0 Disclosures
ADVISOR BIO
Owen G. Crabtree is an investment advisor representative at TFG Advisors. Owen G. Crabtree has been in the industry since 2014. Owen G. Crabtree is registered with the state of Michigan. Owen G. Crabtree is affiliated with TFG Advisors. The firm's main office is located in Auburn Hills, Michigan.
SPECIALIZATIONS
AUBURN HILLS, MI
35 Years Experience
0 Disclosures
ADVISOR BIO
Patrice Sinclair has been working in the financial industry since 1990. Patrice holds licenses in 24 states, including Michigan, California, and Florida. Patrice currently works at Raymond James & Associates, Inc. and has held previous positions at CITIGROUP GLOBAL MARKETS INC. and KIDDER, PEABODY & CO. INCORPORATED. Patrice specializes in providing portfolio management for individuals and businesses, as well as financial planning and pension consulting.
SPECIALIZATIONS
AUBURN HILLS, MI
2 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Ylitalo is a financial advisor registered with Valic Financial Advisors, Inc. Patrick is currently registered with the state of Illinois, Michigan and Wisconsin as both a Registered Representative and Investment Advisor Representative. Patrick specializes in providing Financial Planning, Selection of Other Advisers, Portfolio Management for Individuals, and other advisory services. Patrick has experience in various industries, including automotive and insurance. Patrick is currently licensed to sell Non-Securities Insurance products through AGIA.
SPECIALIZATIONS