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Find Top Financial Advisors in Michigan


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Michigan. 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.

Qualifications of Financial Advisor in Michigan

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 and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Michigan
Financial Advisor Office Location Phone Number
Christopher Mollan,
LPL Financial
31731 Northwestern Hwy.,
Farmington Hills, MI  48334
(248) 987-8054
Richard Truxall,
Lincoln Financial Advisors
1000 Town Center, 26th Floor,
Southfield, MI  48075
(248) 948-5139
Adam Schwallier,
Schwallier Wealth Management LLC
4764 Fulton Street E, Suite 201,
Ada, MI  49301
(616) 855-2051
Jaime Westenbarger,
Forest Hills Financial, Inc.
3210 Eagle Run Dr NE,
Grand Rapids, MI  49525
(616) 949-6006
Oliver Lee,
The Strategic Planning Group
10 N Lapeer Street,
Lake Orion, MI  48362
(248) 929-8955
Dennis Prost,
Harvest Investment Services
100 East Big Beaver,
Troy, MI  48083
(248) 619-6050
Kyle Cooper, CFP®,
Financial Strategies Group
2270 Jolly Oak Road Suite 2,
Okemos, MI  48864
(517) 347-4337
Amanda Scull,
Financial Engines Advisors, LLC
900 Victors Way,
Ann Arbor, MI  48108
(734) 585-2870
Kristie Gheysens,
Financial Engines Advisors, LLC
39425 Garfield Rd,
Clinton Township, MI  48038
(586) 978-7998
John Fawcett,
CPR Investments, Inc.
5746 24 Mile Road,
Shelby Township, MI  48316
(586) 553-4078
Scott Kanai,
Kanai Wealth Management Group
2050 Celadon Drive NW,
Grand Rapids, MI  49502
(616) 818-3150
William Waggoner II,
Stoney Creek Advisors, LLC
Suite 105,
Rochester, MI  48307
(248) 266-2900
Ronald J. VanSurksum,
Advanced Asset Management, LLC
4555 Wilson Ave SW,
Grandville, MI  49418
(616) 531-5220
Thomas Sleva,
Main Financial Group
8273 Grand River Ave.,
Brighton, MI  48114
(248) 347-6246
Richard Spears,
Financial Engines Advisors, LLC
39775 Traditions Drive,
Northville, MI  48168
(248) 348-3535
Robert Clark,
Financial Engines Advisors, LLC
1200 East Paris Avenue SE Suite 7,
Grand Rapids, MI  49546
251 North Rose Street,
Kalamazoo, MI  49007
70 W Michigan Ave.,
Battle Creek, MI  49017
(616) 949-5959
Jonathan Gardey,
Gardey Financial Advisors
100 Harrow Lane,
Saginaw, MI  48638
(989) 791-3880

Information on Qualified Financial Advisors in Michigan

Qualifications CRD# 4629054
Series 7, 31, 63, 66

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


Office Location 31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills,
MI 
48334
Phone Number (248) 9878054

About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.

We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.



Qualifications CRD# 4631464
FirmCRD# 3978
Series 7, 63, 66

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


Office Location 1000 Town Center, 26th Floor,
Southfield,
MI 
48075
Phone Number (248) 9485139

About Lincoln Financial Advisors

At Lincoln, we use a holistic, fee-based financial planning process, which systematically addresses your specific and most important areas of concern and need. Often, those needs fall into at least one of these four categories: 1. Achieving Financial Independence 2. Investment Planning 3. Estate Planning 4. Business Owner Planning Once we understand your specific needs and goals, we address them in three ways: 1. We bring creative design ideas to the table in the areas of wealth preservation, as well as wealth creation 2. We coordinate and collaborate with your other advisors, such as your accountant or attorney 3. We act as your catalyst to accomplish your most important financial goals Lastly, we are a team of independent, fee-based advisors. Because of this independence, there are not limitations in the types of investments or strategies that we can use for our clients. In short, we help our clients find the solutions that best fit their unique needs and situation, without restriction or bias.



Qualifications CRD# 4431899
FirmCRD# 143329

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Hourly


Office Location 4764 Fulton Street E, Suite 201,
Ada,
MI 
49301
Phone Number (616) 8552051

With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 10 years as a fee-only advisor and planner at Schwallier Wealth Management. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become an indispensable resource in helping clients attain financial peace. History: After working as an advisor at Morgan Stanley and AG Edwards and becoming disenchanted with the standard of care to clients and advisors at large wirehouse firms, I struck out on my own for clients and became a fee-only advisor foregoing any commission-based business and working for my clients directly without the conflict of interest of working for a captive brokerage firm. I am constantly reading, learning, and improving my skill-set for clients. This includes proudly becoming a member of NAPFA as a fee-only CERTIFIED FINANCIAL PLANNER™ professional. Personal: I reside in Tallmadge Township with my wife, Val, and my three children. I enjoy spending time and playing cards and board games with my large extended family, playing basketball as long as my body allows, and practicing yoga.

About Schwallier Wealth Management LLC

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 10 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace. After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters (employer and client) creates, Adam Schwallier formed this SEC- Registered Investment Advisory (RIA) firm. Schwallier Wealth Management (SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients' best interests and fully disclose any conflicts of interest. As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest. Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.



Qualifications CRD# 4625703
Series 6, 7, 24, 26, 63, 65

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


Office Location 3210 Eagle Run Dr NE,
Suite 104,
Grand Rapids,
MI 
49525
Phone Number (616) 9496006

When Jaime Westenbarger bought his first stock while still in High School, he was unaware the large influence that the purchase would have on his future. Always interested in finance and economics, Jaime enrolled at The University of Michigan shortly after completing his service to our country in the United States Marine Corps. In 1999, he officially entered the financial services industry and worked in a number of capacities including but not limited to managing a team of financial advisors until he decided in 2006 it was time to build his own company, Forest Hills Financial. Perspective Since starting Forest Hills Financial in a small one person office in 2006, Jaime Westenbarger has turned the financial world on its head. Through his nationally syndicated radio show, The Keeping Your Money Show, he has helped thousands of people filter through the salespeople of the financial services world and focus on the information that actually matters. Jaime’s style of simple explanations of complex problems helped grow his business in only seven years to include clients in 15 states, advisors in four offices, and The Keeping Your Money Show continuing to grow its listening audience. Recently honored with speaking to entrepreneurs at an event hosted by Steve Forbes and authoring a chapter in Mr. Forbes latest book Successonomics, the reach of Jaime’s message continues to grow across the country. Personal Jaime resides with his amazing wife, Hillary and their two children in the Forest Hills community of Grand Rapids, Michigan.

About Forest Hills Financial, Inc.

Everyone has different financial goals, but what each person has in common is their need for a financial plan. Regardless of what you want to work towards, you need a financial roadmap to get there. Whether you want to save for college, retirement or other goals, it all starts with listening to you, and creating a plan that matches the right financial services with your needs. I pride myself in understanding the financial situations of my clients. IS THIS YOU? Do you have investments in multiple accounts but no strategy as to why you own what you own and why you have what you have? Has it been years since you have met with your advisor or does your advisor only call to sell you something? Are you a busy executive, Doctor, or business owner that just needs someone to organize and plan their complex financial situation? Do you watch money programs on television, listen to generic radio talk shows and read books on money hoping to better understand the complex issues you face with your particular financial situation? You would never take a vacation without planning where you would stay, how you would get there, or how you would pay for it. Why would you do any less when preparing for your retirement? Let us help you design your Roadmap to Retirement now so you can enjoy the journey. If any of these describe you then I have the solutions you need to get your retirement plan on track.



Qualifications CRD# 4472655
FirmCRD# Registrations with CoreCap Investments
Series 65

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


Office Location 10 N Lapeer Street,
Lake Orion,
MI 
48362
Phone Number (248) 9298955

Oliver has been in the personal and corporate financial services field since 1995. He spent much of his career providing financial guidance and advice to Credit Unions and their members before establishing The Strategic Planning Group in 2013. Oliver served as Investment Executive for USA Federal Credit Union and created the investment platform for Motorparts Credit Union. Oliver served for 10 years as the investment advisor for PARDA Federal Credit Union and it's members with branches located in six states. He is a native of Lake Arrowhead, California and has lived in Lake Orion, Michigan for 15 years. Oliver has appeared on many television and radio programs to provide expertise on the subject of Financial Planning. He is the coach of the Lake Orion Softball team 'Eva’s Dairy' and recently served as Scout Master for Boy Scout Troop #297. Oliver is a member of MicroMentors where he provides mentoring to entrepreneurs and business owners. Oliver enjoys competitive dirt bike racing and is married to his lovely wife Julia, they have four children.

About The Strategic Planning Group

We believe most of us have the same basic goals when it comes to financial planning: 1. Protect our assets 2. Save taxes 3. Build wealth 4. Keep the process as simple as possible Our Fiduciary Responsibility Legally bound by the fiduciary standard when serving clients: We will always put our clients’ interests first – ahead of our own, of our firm and our employees. As defined by federal law, we will act as a fiduciary. When selecting investments, we will seek the most suitable investments for our clients at all times. Licenses, Registrations & Training Series 65 Life & Accident We use TDAmeritrade as the custodian for all our clients funds. Registrations with CoreCap Investments



Qualifications CRD# 1983921
Series 6, 22, 24, 26, 62, 63, 65

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


Office Location 100 East Big Beaver,
Suite 840,
Troy,
MI 
48083
Phone Number (248) 6196050

My mission is to provide comprehensive personalized financial planning services specifically focused on your short and long-term goals, your personal risk tolerance and your current and future income requirements. With this mission in mind, I tailor my financial planning process to meet your individual wishes. At our initial meeting, we will explore your current financial health, determine how conservative, moderate or aggressive you are towards investing, and discuss your unique financial goals. With this information, I will compile a comprehensive personalized plan of recommendations best suited to your financial needs & desires in accordance with your stated objectives. The distinctive edge I offer my clients is active portfolio management in an attempt to reduce volatility. I use downside risk controls to limit losses. I monitor a variety of stock, bond, currency and commodities market indicators daily, which is quite different than the traditional "buy and hold" approach.

About Harvest Investment Services

Active Management is a phrase not heard too often. It means nothing to most people until it's too late. Conventional wisdom tells us if we "Buy and Hold" we will retire rich. We don't believe this theory and the statistics are on our side. Rather, we believe in "Buy and Manage". We manage the profit or the loss with a focus on capital preservation and growth. We welcome a Bull Market as enthusiastically as we welcome a Bear Market. Find out how our strategy can help you navigate these uncertain markets.



Office Location 2270 Jolly Oak Road Suite 2,
Okemos,
MI 
48864
Phone Number (517) 3474337

Kyle has been with the Financial Strategies Group since 2013. Before joining FSG, Kyle attended Central Michigan University. It was there that he graduated with a Bachelor of Science in Business Administration, majoring in Personal Financial Planning.. Kyle began his professional career as a Financial Adviser at Edward Jones Investments. His passion for pursuing education above the standard can be attributed to Zig Ziglar's "Success is when hard work meets opportunity". Today, he is a part of an elite group of financial professionals that has the CERTIFIED FINANCIAL PLANNER practitioner and Chartered Financial Consultant designations. Kyle resides with his wife, Mackenzie and their two dogs, Paisley and Wrigley in Lansing, MI. He enjoys watching sporting events and outdoor activities such as hunting and fishing. As an advisor, Kyle works to maintain genuine, long-lasting relationships as he believes trust and familiarity is a crucial element for his clients to avoid financial pitfalls and reach their financial goals.

About Financial Strategies Group

At Financial Strategies Group we have one goal in mind. That is to provide the best possible experience for you, the client. We can achieve this goal in a number of different ways but always take the time to understand your expectations and objectives as well as continually advancing our education as advisors. We are proud to have 4 advisers who hold CERTIFIED FINANCIAL PLANNER® designation and 4 who hold the Chartered Financial Consultant® designation. We as a firm strive to provide the highest level experience for the client.



Qualifications CRD# 6395912
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 900 Victors Way,
Suite 100,
Ann Arbor,
MI 
48108
Phone Number (734) 5852870

Joined Financial Engines in 2017. Began her career in the financial services industry in 2014. Successfully completed the Series 65 examination(s) administered by FINRA. Attended Western Michigan University studying Finance and Economics and received a Bachelor’s of Business Administration degree. Amanda grew up in Ann Arbor, MI and has a dog Oliver and two cats Dexter and Theo. She enjoys cooking, traveling, and kayaking.

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# 4578636
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 39425 Garfield Rd,
Suite 25,
Clinton Township,
MI 
48038
Phone Number (586) 9787998

Joined Financial Engines in 2016. Began her career in the financial services industry in 2002. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Psychology from the University of Michigan - Dearborn. Married to Don. They have one child: Caden. Kristie enjoys taking walks outside and time with family.

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 5746 24 Mile Road,
Shelby Township,
MI 
48316
Phone Number (586) 5534078

John Fawcett earned a bachelor's degree in Finance at Davenport University and had a successful career in corporate finance before transitioning to personal finance in 2009. After the economic meltdown in 2008 John realized there was a void in the industry helping average American families achieve their goals and realizing all the benefits they had earned. John partnered with CPR Investments, Inc. in order to give his clients the same level of professional money management the very wealthy had been using for decades. John realizes each client's situation is unique and each client receives a custom financial and investment management program geared toward their specific goals and objectives. We work for you.

About CPR Investments, Inc.

WHY CPR INVESTMENTS? At CPR Investments, we are constantly working to grow our clients? funds while minimizing loss. As with most goals, investing requires purposeful, intelligent and consistent action. Unlike a passive "buy-and-hold" philosophy, CPR Investments takes an "act-and-achieve" approach. By acting to protect your capital during poor markets and building your capital during strong markets, CPR Investments is constantly at work for you! We understand that sound investing is a very disciplined process. Because of this, we offer strategies that remove emotion, opinion and personal bias from the investment process. We do not make forecasts or predictions. Instead, we provide our clients with objective investment strategies that have been developed from years of intense market analysis. At CPR Investments, we are committed to you as a person: committed to helping you fulfill your hopes, accomplish your goals, and realize your dreams. Every investment decision is made with you in mind. We are here for you: in person, by phone, or by email.



Qualifications CRD# 2081858
Series 7, 24, 63, 65


Office Location 2050 Celadon Drive NW,
Suite D,
Grand Rapids,
MI 
49502
Phone Number (616) 8183150

Graduate of Kalamazoo College with a Bachelor of Arts degree in Economics & Business Administration with a minor in Secondary Education & Physical Education/Coaching General Securities Registered Principle and Representative with LPL Financial Registrations held with LPL Financial, Series 7, Series 24, Series 63 & Series 65 Licenses held with LPL Financial, Life, Accident, Health & Variable Contracts Director?s Club producer with LPL Financial in 2006, 2007, 2009, 2010, 2011, 2012, and 2013 Freedom Level producer with LPL in 2005 Patriots Level producer with LPL in 2008 Qualified for LPL Financial's Top Achievement Program Member of Investment Management Consultants Association (IMCA) Member of Financial Services Institute (FSI) Member of Grand Rapids Chamber of Commerce Volunteer at Kid's Food Basket Volunteer coach for Michigan Elite travel softball program Volunteered on Northeastern Little League's board & volunteered as a coach Previously served on Finance Committee for Northlawn United Methodist Church Hobbies include spending time with his family, sports, travel & vacationing in his home state of Colorado

About Kanai Wealth Management Group

Choosing a wealth manager is a lesson in trust. Financial advisors are entrusted not only with a family's financial house, but more importantly with their life goals and dreams. The team at Kanai Wealth Management Group understands the importance of this relationship and works diligently with our members to maintain that trust through our knowledge, expertise and commitment to service. To get to know one another, we offer potential clients a complimentary initial consultation. During this meeting, we learn about your financial goals and your commitment to reaching them. We also use the time to educate you about our investment philosophy and the institutional investment process we follow to help you as you strive to reach your long-term goals. Becoming acquainted in this way helps us determine whether our services will meet your needs.



Qualifications CRD# 2370124
FirmCRD# 284038
Series 65


Office Location Suite 105,
Rochester,
MI 
48307
Phone Number (248) 2662900

Bill has 25 years' experience in the Financial Services Industry as a branch manager, compliance officer, and financial adviser. He specializes in retirement planning, estate preservation, and long-term care planning. Bill grew up in Michigan, and after high school, he spent eight years in Arizona. Given his love of water and boating, he returned to the Great Lakes area. He currently lives in Troy, MI. His hobbies include reading, gardening, and boating. Bill has a Master's of Science in Finance from Walsh College and is an adjunct professor of Economics at Oakland Community College.

About Stoney Creek Advisors, LLC

Stoney Creek Advisors, LLC, is an independent, fee-based RIA firm located in Rochester Hills, MI. We believe financial concerns should not keep you up at night, and you should not have to be a financial advisor to understand your finances and how they can work for you. We continuously manage your investments against losing massive amounts of money, using a time-tested, rules-based system that removes emotion from investing. Our definition of investment success is participation in growth during favorable market conditions while reducing the amount of account risk during long-term unfavorable investment conditions. We keep you on the right side of market conditions while focusing on achieving your financial goals. Establishing a plan to help you protect your family from the unexpected twists of life can provide you the peace of mind you need to rest easy at any time of day.



Qualifications CRD# 2304890
FirmCRD# 109178

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 4555 Wilson Ave SW,
Ste 2,
Grandville,
MI 
49418
Phone Number (616) 5315220

After graduating from Aquinas College in 1992 with degrees in Business and Accounting I starting working for a group of financial advisors to learn the business. In 1997 my old partner started AAM to begin working toward a fee-only business model. In 2003 we were able to drop our securities licenses and become fee only on the investment and financial planning side of the business. In 2009 I dropped my insurance license and joined NAPFA as a fee-only advisor. My mission is to help clients Manage their Resources, Plan for their Goals and Maximize their financial potential.

About Advanced Asset Management, LLC

Advanced Asset Management, LLC was established in 1997 to provide fee-only financial planning and investment management services to individuals who desire to work with a financial professional on a fee-only basis. Fees are negotiable based on the work involved and the assets to be managed. Fees begin at $300 for financial planning and range from 1/2% to 1% for assets under management. Clients have the flexibility to be financial planning only clients or investment management clients or both. It is AAM's desire to establish a long-term financial planning and investment management relationship with each client.



Qualifications CRD# 5726306
Series 7, 66


Office Location 8273 Grand River Ave.,
Suite 130,
Brighton,
MI 
48114
Phone Number (248) 3476246

"Mangia" literally means "eat" in Italian but to Tom it's much, much more. It means family. Gathering around his dinner table growing up was what molded his moral compass. You help when you can, you treat others with respect, and friends & family are important. That is what drove Tom into being a partner at Main Financial Group. He was really exhausted by the seemingly cutthroat world of working at a traditional brokerage firm, which valued "selling" over solutions for their clientele. Frustrated, he set out to find a better way of helping his friends, family and neighbors. Enter Main Financial Group. Yes, Tom has his Bachelor's degree from the Eli Broad School of Business at Michigan State University. Yes, he holds his life and health insurance licenses. Yes, he specializes in retirement strategies, Medicare (Gap) Insurance and Long-Term Care Planning. But you are what is most important to him - how can he help you? Tom lives in Milford, Michigan with his wife and two children. He's an active supporter of Detroit Catholic Central and Mercy High School as well as his Church, St Mary's, Milford. He loves helping others and often lives by the term "The Helping Hand".

About Main Financial Group

Our story is simple; we believe in building lifelong relationships. We do this by taking what can be a very challenging topic - your financial life - and providing resources, clarity, and recommendations so you can make informed decisions. At the end of the day, we specialize in independent objective financial advice. Main Financial Group (MFG) is a full-service income planning, wealth management and tax-efficient strategies firm located in Brighton, Michigan. Our diverse client base includes individuals, families, and businesses. Many of our clients are referred to us by existing clients, which we take as our biggest compliment. We provide ongoing and dynamic services to help you make better financial decisions. This relationship is rooted in trust and often spans multiple generations. We offer a complimentary initial introductory consultation. This allows you to present your financial situation, concerns and expectations to us. We then mutually determine if MFG can meet those expectations.



Qualifications CRD# 5523795
FirmCRD# 104510
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional


Office Location 39775 Traditions Drive,
Suite D-800,
Northville,
MI 
48168
Phone Number (248) 3483535

"Joined Financial Engines in 2017. Began his career in the financial services industry in 2004. Successfully completed the Series 6 and 63 examination(s) administered by FINRA. Hometown is Clinton Township, MI. Married to Angela and they have two children. They have two children: Samantha and Jake (and another due October 2018). He enjoys spending time with his family, golf, softball and cooking."

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# 5996982
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1200 East Paris Avenue SE Suite 7,
Grand Rapids,
MI 
49546
Phone Number (616) 9495959

Office Location 251 North Rose Street,
Suite 200,
Kalamazoo,MI  49007

Office Location 70 W Michigan Ave.,
Suite 610,
Battle Creek,MI  49017

"Joined Financial Engines in 2015. Began his career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounseloSM (CRPC®) certification(s). Bachelor's degree in Engineering from Grand Valley State University. Married to Holly. They have two children: Austin and Connor. Robert enjoys sports, scuba diving, traveling, outdoor activities, social events, movies, and spending time with family."

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# 2564418
FirmCRD# 105337

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


Office Location 100 Harrow Lane,
Saginaw,
MI 
48638
Phone Number (989) 7913880

" President and CEO of Gardey Financial Advisors " Former officer in the United States Navy; was the Chief Engineer aboard a hydrofoil stationed in the Caribbean. " Master of Business Administration degree in Finance and in Money and Financial Markets from Columbia University " He is a Chartered Financial Analyst (CFA®), and a Certified Financial Planner (CFP®) professional. " Jon is Past President of the Northeastern Michigan Estate Planning Council " Serves on the Board of Directors of Covenant Healthcare System and on the Delta College Foundation Investment Advisory Committee. " Is treasurer of his son's Boy Scout troop, enjoys racing sailboats and trains as a Taekwondo black belt. " Lives in Freeland with his wife Cheri and their 2 sons. His two older daughters are attending SVSU and CMU.

About Gardey Financial Advisors

Gardey Financial Advisors, an investment management and financial planning firm, founded in 1985 by Kim Gardey, has grown into a team of 18 associates including five Certified Financial Planner professionals and a Chartered Financial Analyst. These professionals work to secure your financial future. Our Advisors have backgrounds that include over 300 years of professional investment management and financial planning experience. These professionals have additional experience in everything from brokerage firms, corporate finance and bank trust departments to higher education, insurance, and real estate. This ensures that you will receive only sound financial advice. We work closely with our client's attorneys, tax preparers, and other professionals. Gardey Financial Advisors services are provided on a fee basis with compensation solely through fees paid directly to the firm by clients. Commissions are not accepted from any source. Professional advice is provided but no products (i.e., stocks, mutual funds, insurance or annuities) are ever sold. Gardey Financial Advisors believes there is a significant conflict of interest if an advisor stands to gain financially from the purchase of any product that he or she recommends to a client. Gardey Financial Advisors is a Fiduciary and the firm's compensation is structured to ensure that all recommendations that are made are in the best interest of the client.



List of Additional Financial Advisors in Michigan
Andrews & Company Grand Rapids, MI
Confidential Management Advisors, Inc. Troy, MI
Retirement Funding Advisors Inc. Clarkston, MI
Bks Advisors, Llc Southfield, MI
Royal Advisors, Llc Grandville, MI
R H Bluestein & Co Birmingham, MI
Abaris Llc Troy, MI
Seizert Capital Partners, Llc Birmingham, MI