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Financial Advisor in Grand Rapids, Michigan

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

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.

Financial Advisors in Grand Rapids, Michigan
Financial Advisor Office Location Phone Number
Scott Kanai
Kanai Wealth Management Group
2050 Celadon Drive NW,
Grand Rapids, MI  49502
(616) 818-3150
Jaime Westenbarger
Forest Hills Financial, Inc.
3210 Eagle Run Dr NE,
Grand Rapids, MI  49525
(616) 949-6006
Robert Clark
Edelman Financial Engines, LLC
1200 East Paris Avenue SE Suite 7,
Grand Rapids, MI  49546
(616) 949-5959
Ronald J. VanSurksum
Advanced Asset Management, LLC
4555 Wilson Ave SW,
Grandville, MI  49418
(616) 531-5220
Adam Schwallier
Schwallier Wealth Management LLC
4764 Fulton Street E, Suite 201,
Ada, MI  49301
(616) 855-2051
Robert Clark
Edelman Financial Engines, LLC
70 W Michigan Ave.,
Battle Creek, MI  49017
251 North Rose Street,
Kalamazoo, MI  49007
(616) 949-5959

Information on Qualified Financial Advisors in Grand Rapids

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

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 CounselorSM (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 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# 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# 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# 5996982
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


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

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

Joined Edelman 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 CounselorSM (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 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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