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Selection of Other Advisors Advisors in Portage, Michigan
149 Results
Unclaimed

Plante Moran Financial Advisors | CFA ® (Certifications)

location

Portage, MI

0 Disclosures

ADVISOR BIO

Aaron Chenoweth is a financial advisor at Plante Moran Financial Advisors. Aaron is registered with the state of Michigan. Aaron is a Chartered Financial Analyst. Aaron has been in the industry since 2014 and has experience at Plante Moran Financial Advisors, Amazon, Chicago Dough, Acton Institute, Olivet Nazarene University, Everence, Kankakee Valley Ice Center, Nappanee Missionary Church, and Northwood High School. Plante Moran Financial Advisors is headquartered in Southfield, Michigan. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

PORTAGE, MI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adam Jacob Srmek is a financial advisor at Ameriprise Financial Services, LLC. Adam is a Registered Representative and Investment Advisor Representative with over 7 years of experience in the financial services industry. Adam is licensed to offer securities and investment advisory services in several states, including Illinois, Michigan, and Texas. Adam specializes in a variety of financial services, including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

PORTAGE, MI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Adam Anderson is a financial advisor registered with Wells Fargo Clearing Services, LLC. Adam has over 25 years of experience in the financial industry. Adam is registered to provide investment advice in multiple states and has Series 7, 63, and 65 licenses. Adam is a Certified Financial Planner and specializes in providing portfolio management services to both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

PORTAGE, MI

0 Disclosures

ADVISOR BIO

Amanda Hartman is a registered investment advisor representative with Zhang Financial. Amanda has been in the industry since 2010. Amanda currently holds Series 7 and Series 66 licenses. Amanda is a Registered Investment Advisor Representative with Zhang Financial. Amanda holds Series 7 and Series 66 licenses. Prior to joining Zhang Financial, Amanda was a financial advisor with LPL FINANCIAL LLC from 2010 to 2012. Amanda focuses on helping individuals, families, and charitable organizations achieve their financial goals. Amanda has experience providing financial planning and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fifth Third Securities, Inc.

location

PORTAGE, MI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Andrew C. Schutz is a registered Investment Advisor Representative with Fifth Third Securities, Inc. Andrew is licensed to provide investment advice and services in the state of Michigan. Andrew joined Fifth Third Securities, Inc. in August 2021.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM
Unclaimed

Bright Financial Advisors, Inc. | CFP ® (Certifications)

location

PORTAGE, MI

0 Disclosures

ADVISOR BIO

Andrew Michael Price is a financial advisor with Bright Financial Advisors, Inc. Andrew Michael Price has been in the industry since 2002. Andrew Michael Price is a Certified Financial Planner. Andrew Michael Price has passed the Series 63 and Series 7 exams. Andrew Michael Price is registered to provide investment advice in Michigan and Texas. Andrew Michael Price also provides independent insurance services for various independent insurance companies. Andrew Michael Price specializes in retirement planning, college planning, and investment management for individuals and businesses. Andrew Michael Price has a strong track record of helping clients reach their financial goals. Andrew Michael Price is committed to providing personalized financial advice that meets the unique needs of each client.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Creative Planning | CFP ® (Certifications)

location

Portage, MI

0 Disclosures

ADVISOR BIO

Andrew Hamilton is a financial advisor with Creative Planning. Andrew has been in the financial industry since 2016. Andrew is a Certified Financial Planner and holds a Series 65 license. Andrew specializes in financial planning, portfolio management, and retirement planning. Andrew is also registered as an Investment Advisor Representative in Michigan and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

626 Financial, LLC

location

PORTAGE, MI

0 Disclosures

ADVISOR BIO

Ann Davis is a financial advisor at 626 Financial, LLC. Ann has been in the financial industry since August 2010. Ann holds a Series 7, Series 66, and SIE license. Ann is registered with the state of Michigan and is currently active. Ann has experience providing financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Ann has worked with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PORTAGE, MI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ashley L Stama is an investment advisor representative who is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Ashley has been in the industry since 2014 and has a wide range of experience. Ashley is registered in 48 states, including Michigan and Texas. Ashley specializes in various financial services, including portfolio management for businesses and individuals, as well as pension consulting and educational seminars.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Zhang Financial | CFP ® (Certifications)

location

PORTAGE, MI

0 Disclosures

ADVISOR BIO

Barbara Robbins has over 30 years of experience in the financial services industry. Barbara specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Barbara currently works at Zhang Financial. Barbara also has prior experience at Ameriprise Financial Services, Inc., H.D. Vest Investment Securities, Inc., ISFA Corporation, and E. F. Hutton & Company Inc. Barbara is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals

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