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Qualifications of Financial Advisor in East Lansing

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Financial Advisors in East Lansing, Michigan
Financial Advisor Office Location Phone Number
Kyle Cooper, CFP®,
Financial Strategies Group
2270 Jolly Oak Road Suite 2,
Okemos, MI  48864
(517) 347-4337
Robert Clark,
Financial Engines Advisors, LLC
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
Amanda Scull,
Financial Engines Advisors, LLC
900 Victors Way,
Ann Arbor, MI  48108
(734) 585-2870
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
(616) 949-5959

Information on Qualified Financial Advisors in East Lansing

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

Compensation/Fee I am a Fee-Based financial professional


Office Location 70 W Michigan Ave.,
Suite 610,
Battle Creek,
MI 
49017
Phone Number (616) 9495959

"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.



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# 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

"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).