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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Brandon, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions ofdollars and providing financial freedom and security for familiesand individuals like you.
| Qualified Financial Advisors in Brandon, Florida | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Michael Lehman CFP® Focus Wealth Strategies |
3419 Brook Crossing Drive, Brandon, FL 33511 |
813-305-0411 |
| Gar Urette CFA® Garrison Asset Management, Inc. |
5323 Bayshore Blvd, Tampa, FL 33611 |
813-598-1777 |
| Nathan Helms CFP®, CIMA®, CRPC® LPL Financial |
1001 S Macdill Ave, Tampa, FL 33629 |
813-334-6500 |
| Armand Atkinson ChFC®, CLU®, CIMA®, CDFA®, CFP®, AIF® Advanced Wealth Planning Group |
5401 W Kennedy Blvd, Ste 460, Tampa, FL 33609 |
813-770-9864 |
| Al Osgood, CFP®, MBA CFP® Financial Freedom LLC |
6151 Lake Osprey Drive, Third Floor, Sarasota, FL 34240 |
941-924-9300 |
Qualifications
CRD# 2534825
FirmCRD# 6413
Series 6, 7, 24, 66
Compensation/Fee
Fee-Based
Office Location
3419 Brook Crossing Drive,
Brandon,
FL 33511
Phone Number
813-305-0411
Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.
At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4447970
FirmCRD# 142004
Series 6, 7, 66
Compensation/Fee
Fee Only, Based on Assets
Office Location
5323 Bayshore Blvd,
Suite A,
Tampa,
FL 33611
Phone Number
813-598-1777
Gar Urette, CFA has over 35 years of financial services and industry experience with a focus on asset allocation, portfolio management, and planning for his clients. Mr. Urette's clients include high-net-worth individuals, corporate executives, trusts, corporations, and 401(k) plans. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, and alternatives. Gar also has significant experience in serving people in the process of divorce. Gar started Garrison Asset Management after serving as the President of the National Development Bank of the Republic of Palau. After almost a decade of working with Wall St. firms managing a billion dollars in assets, Gar Urette accepted a life-changing position as the President of the National Development Bank of the Republic of Palau. Arriving in Palau in the late 1990s, he was surprised to find that the local population had no access to traditional investments. CDs and savings accounts through local banks were their only investment options. Mr. Urette saw how much this limited the local populaces ability to grow wealth, save for retirement, create capital to start a business or fund a college education for their children. In short, the lack of investment options limited the development of the Country and its people. To correct this, Gar started Garrison Asset Management (GAM) to provide an opportunity to access basic diversified mutual funds from some of the largest US-based mutual fund companies. Today GAM's services have expanded greatly beyond mutual fund distribution in Micronesia. GAM expanded to provide financial planning and investment management on a fee-only basis according to the fiduciary standard set by the CFA Institute. Utilizing Fidelity's Wealth Central, MorningStar Office, and Bond Trader Pro, GAM now provides a full range of planning and portfolio management services. On the personal side, The Tampa Bay Performing Arts Center and Producers Group have both benefited from Garrison Urette serving on the Board of Directors. He was in the Leadership Tampa Class of 2010 and is actively involved in Make-A-Wish, the Audubon Society, and Tampa Theater. He was also a three-time Masters National Champion in Olympic Sprint Kayaks. Garrison Urette holds a Bachelor of Science in Quantitative Methods of Business from the University of Florida, Masters in Business Administration from the University of Tampa, and is a CFA® Charterholder. Also, his work has been published in the professional journal Monograph and quoted in the Handbook of Fixed Income Securities by Frank J. Fabozzi.
We are a fee-only Registered Investment Adviser headquartered in Tampa, Florida serving clients nationwide (from Florida to Hawaii). We provide financial planning and investment management services according to fiduciary standards set by the CFA Institute with no hidden fees. Unlike large corporate financial institutions whose first responsibility is to their shareholders, our first responsibility is to our clients. We put our clients first and do what is right for them. We do not hold back advice or adjust our recommendations to make a sale or retain assets. We believe in advising our clients in how best to accomplish their goals and dreams even if it means losing them as a client.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 5362846
FirmCRD# 6413
Series 6, 7, 65, 66
Compensation/Fee
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
1001 S Macdill Ave,
Suite 700,
Tampa,
FL 33629
Phone Number
813-334-6500
I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.
Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathans business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5167229
FirmCRD# 112097
Series 7, 66
Compensation/Fee
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
5401 W Kennedy Blvd, Ste 460,
Tampa,
FL 33609
Phone Number
813-770-9864
Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Investment Management Analyst (CIMA) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful. Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling. Armand is a member of the following Professional Associations & Organizations: * College for Financial Planning Alumni Association * Eckerd College Alumni Association * Financial Planning Association of Tampa Bay * Investment Management Consultants Association
Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER (CFP) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your childrens education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets. Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2825858
FirmCRD# 118772
Compensation/Fee
Fee Only, Flat Fee
Office Location
6151 Lake Osprey Drive, Third Floor,
Sarasota,
FL 34240
Phone Number
941-924-9300
Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.
Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.
Wealth Management, Financial Planning for Individuals
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