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Qualifications of Financial Advisor in Lakeland

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Financial Advisors in Lakeland, Florida
Financial Advisor Office Location Phone Number
Troy Garcia CFP®,
Allen & Company
1401 S. Florida Ave.,
Lakeland, FL  33803
(863) 616-6021
Barry Cantrell II,
Financial Engines Advisors, LLC
4350 West Cypress St, Meridian One Suite 101,
Tampa, FL  33607
(813) 661-1717
Jason Heinzelmann,
Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL  33607
(813) 240-6655
Jarrod Rutledge, CFP®,
Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL  33607
(813) 283-8413
Barry Cantrell II,
Financial Engines Advisors, LLC
6151 Lake Osprey Drive Suite 313,
Sarasota, FL  34240
(941) 360-2727
David I. Strunc, CRPC® - Founding Partner,
Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101,
Orlando, FL  32819
(407) 237-0116

Information on Qualified Financial Advisors in Lakeland

Qualifications CRD# 5341060
FirmCRD# 25
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1401 S. Florida Ave.,
Lakeland,
FL 
33803
Phone Number (863) 6166021

A Polk County native, Troy received a B.S. in Financial Management from Florida Southern College where he also played baseball. His wife is a Speech Language Pathologist at Central Florida Speech and Hearing Center. Troy and his wife live in Lakeland where they are members of St. Josephs Catholic Church. As a sports enthusiast who played high school and collegiate baseball, Troys career provided him with a team player attitude that enables him to focus on giving back to his community. Troy and his wife lend their time and talents to local organizations including Good Shepherd Hospice, the Bethany Center for Grieving Teens and Youth, Camp Brave Heart, and the United Way of Central Florida. Troy also serves on the board for Volunteers in Service to the Elderly (VISTE) and is a graduate of Leadership Lakeland class 32. Troy received the 2016 Volunteer of the Year Award for Alliance for Independence with his role in the Wine Festival of Central Florida event that raises funds for adults with disabilities. He joined the Allen & Company team of Financial Advisors in 2007 after serving as a college intern. A Certified Wealth Strategist®, Troy is also a CERTIFIED FINANCIAL PLANNER". He holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.

About Allen & Company

Allen & Company's longstanding heritage of personalized customer service spans more than 80 years. From our humble beginnings in J. Everett Allen's windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family's have trusted Florida's oldest investment firm to grow their wealth and help secure their financial future. When Ralph Allen joined his father's firm in 1963, Allen & Company had four financial advisors. Today we have grown to nearly 70 associates in three offices across Central Florida, and we are on pace to have doubled in size over the past 15 years. Allen & Company expanded to eastern Polk County in 1968 with the establishment of our Winter Haven office. In 1987, our flagship office in Lakeland moved after 50 years in the same downtown location to its current residence, the Allen Building, on South Florida Avenue. With a growing need for advisors across Central Florida, we opened an office in Viera in 2012. Our growth has been both strategic and intentional, and our continued expansion is a result of making relationships our priority. While our client-focused personal service sets us apart, the firm consistently invests in our associates. In fact, Allen & Company created an ESOP in 2012 to give our employees an ownership interest in the firm. We know that when we invest in our associates, everyone benefits.



Qualifications CRD# 2959892
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 4350 West Cypress St, Meridian One Suite 101,
Tampa,
FL 
33607
Phone Number (813) 6611717

Joined Financial Engines in 2014. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University. Married to Asha. They have three children.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Office Location 3030 North Rocky Point Drive West, Suite 700,
Tampa,
FL 
33607
Phone Number (813) 2406655

Jason Heinzelmann is a Founding Partner of Provident Wealth Management Group and a Registered Representative with LPL Financial. He holds the designation of Chartered Retirement Planning Counselor (CRPC®) from The College for Financial Planning. Jason brings a broad range of experience gained over many years in financial services, first as a Market Maker and Proprietary Trader, and then as a Financial Advisor. As a business owner himself Jason understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan. Jason specializes in helping business owners and professionals work towards their financial goals using advanced financial planning techniques. LPL Financial offers no investment products of its own and doesn’t engage in investment banking activities. This enables Jason to devote his energies not to product quotas, but to understanding and pursuing each client’s individual financial objectives using unbiased investment recommendations. Jason has lived in the Tampa Bay area since 1993, having attended and graduated from the University of South Florida. Jason and his wife Emily are the proud parents of three children, Kaitlyn, Ben, and Ella.

About Provident Wealth Management Group

"The mission of Provident Wealth Management Group is to provide each of our clients with unbiased well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times."We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment growth, maintaining income during retirement years, and our client’s protection needs. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth Management Group we work to benefit and enrich the lives of our clients by upholding our high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. We offer our clients unparalleled financial advice and first-class service and investment products.Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial.



Qualifications CRD# 4769331
FirmCRD# 6413
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 3030 North Rocky Point Drive West, Suite 700,
Tampa,
FL 
33607
Phone Number (813) 2838413

Jarrod Rutledge is a Founding Partner of Provident Wealth Management Group as well as a Registered Representative with LPL Financial. He holds the designation of CERTIFIED FINANCIAL PLANNER™. Jarrod brings a broad range of experience gained over many years as a financial advisor. As a business owner himself, Jarrod understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan. Jarrod specializes in helping business owners and professionals work towards their financial goals using advanced financial planning techniques. LPL Financial offers no investment products of its own and doesn’t engage in investment banking activities. This enables Jarrod to devote his energies not to product quotas, but to understanding and pursuing each client’s individual financial objectives using unbiased investment recommendations. Jarrod is a Florida native, and graduated from the University of South Florida. Jarrod and his wife Sarah are the proud parents of their 10 year old son Peyton, 8 year old daughter Kailey, and 2 year old daughter Rebekah.

About Provident Wealth Management Group

"The mission of Provident Wealth Management Group is to provide each of our clients with unbiased well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times."We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment growth, maintaining income during retirement years, and our client’s protection needs. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth Management Group we work to benefit and enrich the lives of our clients by upholding our high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. We offer our clients unparalleled financial advice and first-class service and investment products. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Provident Wealth Management Group, A Registered Investment Advisor and separate entity from LPL Financial.



Qualifications CRD# 2959892
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 6151 Lake Osprey Drive Suite 313,
Sarasota,
FL 
34240
Phone Number (941) 3602727

Joined Financial Engines in 2014. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University. Married to Asha. They have three children.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4766050
FirmCRD# 421
Series 6, 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee


Office Location 6052 Turkey Lake Rd. Ste. 101,
Orlando,
FL 
32819
Phone Number (407) 2370116

David has been in the Financial Services industry for over 15 years whose experience ranges as Founding Partner of Sunrise Wealth Advisors, Financial Advisor for a select group of families in Central Florida and out of state, and coaching and training financial advisors.

About Sunrise Wealth Advisors

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia, Maryland, New York, Louisianna, and Indiana. Your personal Sunrise Wealth Advisor is licensed with his Series 7, Series 66, and state insurance licenses. This allows your personal advisor to properly assist you in different aspects of your life including Retirement Planning, Investments, Insurance, and Financial Planning. Check out our commercial that airs on CNBC and TNT!



List of Additional Financial Advisors in or around Lakeland, Florida
Allen & Company Of Florida, Inc. Lakeland, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Allen & Company Of Florida, Inc. Lakeland, FL
Allen & Company Of Florida, Inc. Lakeland, FL

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