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Qualifications of Financial Advisor in Local

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 Local
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
Eric Seger CFP®
Integrated Capital Management
21 E Long Lake Road,
Bloomfield Hills, MI  48304
(248) 593-8900
Sara Uh
Edelman Financial Engines, LLC
201 West Big Beaver Road,
Troy, MI  48084
(248) 468-1864
Dennis Prost
Harvest Investment Services
100 East Big Beaver,
Troy, MI  48083
(248) 619-6050
Athena Felhandler
Edelman Financial Engines, LLC
39555 Orchard Hill Place,
Novi Township, MI  48375
(248) 468-1862
William Waggoner II
Stoney Creek Advisors, LLC
Suite 105,
Rochester, MI  48307
(248) 266-2900
Richard Spears
Edelman Financial Engines, LLC
39775 Traditions Drive,
Northville, MI  48168
(248) 348-3535
John Fawcett
CPR Investments, Inc.
5746 24 Mile Road,
Shelby Township, MI  48316
(586) 553-4078
Kristie Gheysens
Edelman Financial Engines, LLC
39425 Garfield Rd,
Clinton Township, MI  48038
(586) 978-7998
Amanda Scull
Edelman Financial Engines, LLC
900 Victors Way,
Ann Arbor, MI  48108
(734) 585-2870
Don Meeker
Edelman Financial Engines, LLC
475 W Dussel Drive,
Maumee, OH  43537
(419) 897-2222

Information on Qualified Financial Advisors in Local

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# 4213246
FirmCRD# 35747
Series 7, 63

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


Office Location 21 E Long Lake Road,
Suite 102,
Bloomfield Hills,
MI 
48304
Phone Number (248) 5938900

About Integrated Capital Management

At Integrated Capital Management, it is our goal to personally and comprehensively guide our clients as they transition through the accumulation, retirement, and distribution phases of wealth management. Integrated Capital Management is a fiduciary. We have a responsibility to our clients to provide the utmost trust and confidence to manage and protect their money. At Integrated Capital Management, we guide our clients through major transitions such as marriage and having children, divorce, the loss of a loved one, a job change, and retirement. As an independent, fiduciary investment and retirement planning firm, our recommendations are entirely based on your goals and aspirations, not on us selling products, meeting quotas, or striving for incentives that don’t serve you. When you thrive, we thrive. Honesty, integrity and competence are the pillars of advice when working with our advisors. We spend a lot of our time educating our clients on all of their options when they need to make a financial decision. Our process combines the pillars of advice with our educational approach to equip our clients with the tools to be successful. Once our solutions are implemented, we proactively communicate and educate each client on the status of meeting their goals.



Qualifications CRD# 4938299
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 201 West Big Beaver Road,
Suite 950,
Troy,
MI 
48084
Phone Number (248) 4681864

Joined Edelman Financial Engines in 2016. Began her career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Bachelor of Business Administration in Finance from Western Michigan University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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.



Qualifications CRD# 4823419
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 39555 Orchard Hill Place,
Suite 365,
Novi Township,
MI 
48375
Phone Number (248) 4681862

Joined Edelman Financial Engines in 2017. Began her career in the financial services industry in 2004. Earned the Chartered Wealth Strategist and Certified Financial Planner certification(s). Bachelor's degree in Biological Sciences from Wayne State University and Master of Public Administration from Wayne State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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# 5523795
FirmCRD# 104510
Series 6, 63

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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# 4578636
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 6395912
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5079253
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 475 W Dussel Drive,
Maumee,
OH 
43537
Phone Number (419) 8972222

Joined Edelman Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Financial Planning CounselorSM (CRPC®) certification(s). Married to Lisa. They have one child: Zachary. Don enjoys golfing, hiking, glassblowing, and computer programming.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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