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

Mercer Global Advisors Inc.

location

Portage, MI

0 Disclosures

ADVISOR BIO

Madeline Bradley is a financial advisor associated with Mercer Global Advisors Inc. Madeline has been in the industry for over a decade and holds the Series 65 license. She is a registered Investment Advisor Representative in Michigan and has a specialization in providing financial advice to individuals, businesses, corporations, and other entities. Madeline's work focuses on financial planning, portfolio management for businesses and individuals, educational seminars, pension consulting, and more.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

PORTAGE, MI

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mai Elkantar is a financial professional with over 17 years of experience in the financial services industry. Mai is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in Michigan and Texas. Mai has previously worked at Morgan Stanley, Neuberger Berman LLC, RBC Capital Markets, LLC, UBS Financial Services Inc., J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Mai holds the Series 7, Series 63, and Series 66 licenses and has experience in various financial services areas, including portfolio management, investment consulting, and financial planning.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PORTAGE, MI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Marc Vander beek is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Marc has been in the financial services industry since 2007 and has been registered with the firm since 2017. Marc specializes in providing investment advisory services to individuals, businesses, and retirement plans. Marc's experience and expertise allow him to provide a comprehensive range of financial planning and investment management services.

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

Commonwealth Financial Network | CFP ® (Certifications)

location

PORTAGE, MI

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Yatros is a financial advisor registered with Commonwealth Financial Network. Mark has been in the financial services industry for over 30 years. Mark's professional experience includes roles at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Mark is also a Certified Financial Planner. Mark is registered as an investment advisor in multiple states. Mark's current firm, Commonwealth Financial Network, is a registered investment advisor with over $177 billion in assets under management. Commonwealth Financial Network provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.

SPECIALIZATIONS

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

PORTAGE, MI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Semelbauer is a financial advisor at Edward Jones. Matthew has been in the industry since June 2014. Matthew is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority, as well as in several states, including Texas, Michigan, and Florida. Matthew can provide financial advice and portfolio management for both businesses and individuals. The firm focuses on investments, financial planning, and portfolio management.

SPECIALIZATIONS

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

LPL Financial LLC

location

PORTAGE, MI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Jarrell is a financial advisor at LPL Financial LLC. Matthew has been in the financial industry since 2010. Matthew is licensed to sell securities in Colorado, Florida, Idaho, Indiana, Kansas, Michigan, New York, Ohio, Pennsylvania, and Washington. Matthew has passed the Series 6, 7, 63, and 65 exams. Matthew also holds the Securities Industry Essentials (SIE) exam. Matthew has several years of experience as a financial advisor, providing a variety of services to clients. These services include financial planning, portfolio management, and investment advice. Matthew is committed to helping his clients 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

PORTAGE, MI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Gentry is a financial advisor with J.p. Morgan Securities LLC. Matthew has been in the industry since 2023 and is registered with the state of Michigan. Matthew holds Series 63, Series 6TO, and SIE licenses and specializes in various financial products and services, including securities, variable contracts, and investment company products.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Portage, MI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Michael Tangalakis is a financial advisor associated with Raymond James & Associates, Inc. Michael has been in the securities industry for over 5 years. Michael holds a Series 66 license and passed the SIE and Series 7TO exams. Michael is registered in 33 states and has experience in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

Portage, MI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Toner is a financial advisor at Edward Jones, a firm with over 22,000 registered representatives and over 824 billion dollars in assets under management. Michael has been in the industry since 2019. Michael has worked for Edward Jones since 2019 and previously worked for The Kellogg Company and was self-employed. Michael offers financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is registered in 11 states.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

PORTAGE, MI

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Walters is a financial advisor at LPL Financial LLC, with over 30 years of experience in the industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 24, Series 63, and Series 65 licenses. Michael has held previous positions at First Allied Securities, Inc. and National Planning Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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