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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Okemos
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
11
non-vetted advisors in your local area. These financial advisors in
Okemos, Michigan
have an average of
16
years of experience.
NOTE: The list of financial
advisors in
Okemos, Michigan
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Okemos, Michigan.
| Qualified Financial Advisors in Okemos, Michigan | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA® EXECUTIVE WEALTH MANAGEMENT 135 W North Street Ste 1, Brighton, MI 48116 |
16 | Not Specified | $250,000 | Fee-Based |
| Allworth Financial
ALLWORTH FINANCIAL 4320 44th Street SW, Suite 102, Grandville, MI 49418 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 5795799
Firm CRD# 140736
Compensation/Fee Fee-Based, Based on Assets
Office Location
135 W North Street Ste 1,
Brighton,
MI
48116
Phone Number
810-229-6446
Todd joined Executive Wealth Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todd's background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans". Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP® certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.
Each EWM advisor leveraging every skill we have to change lives, that's the Executive Wealth Management difference. Our passion for our clients combined with our industry expertise has allowed us to become one of the largest independent wealth management firms in the country over the last 30 years and clients in over 40 states. As full-service private wealth advisors we build trusting relationships by meeting with our clients regularly to understand their evolving goals and implementing customized strategies to achieve their needs. At Executive Wealth Management, Todd serves as a Private Wealth Advisor working directly with clients to develop and implement comprehensive financial plans that address their evolving goals and financial needs. Our firm helps clients in the areas of retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, family office wealth management, and charitable planning. At Executive Wealth Management each person in our firm is dedicated to our clients. As a CERTIFIED FINANCIAL PLANNER (TM) professional and over 15 years of industry experience, Todd understands the diverse wealth planning needs of high net-worth individuals and families. As a Private Wealth Advisor, he leverages his passion and expertise to develop meaningful relationships, build actionable plans and customized portfolios, allowing you to both protect and grow your wealth as you navigate complex markets and transitions in life.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Top Financial Advisor Firms in Okemos, Michigan (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| FINANCIAL STRATEGIES GROUP, INC
2270 Jolly Oak Road., Suite 2, Okemos, MI 48864 |
$459,338,024 | 3239 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Brian Sommer Inquire with Brian |
2182 Commons Pkwy, Okemos, MI 48864 | 517-349-2880 |
| Stephanie Milosavlevski Inquire with Stephanie |
2139 Commons Pkwy, Ste B, Okemos, MI 48864 | 517-253-8563 |
| Diversified Portfolio Wealth Management Inquire with Diversified |
2339 Jolly Road, Okemos, MI 48864 | 517-381-9881 |
| Fifth Third Preferred Inquire with Fifth |
4815 Okemos Road, Okemos, MI 48864 | 517-669-2783 |
| Fifth Third Securities Inquire with Fifth |
4815 Okemos Road, Okemos, MI 48864 | 517-318-0602 |
| Liu Liu Inquire with Liu |
1575 Maiden Lane, Okemos, MI 48864 | 989-372-1079 |
| First Command Financial Advisor Inquire with First |
2205 Jolly Road, Ste E2, Okemos, MI 48864 | 517-336-8772 |
| Todd Stump Inquire with Todd |
2549 Jolly Rd, Ste 300, Okemos, MI 48864 | 517-381-2332 |
| Patrick Anderson Inquire with Patrick |
2549 Jolly Rd, Ste 300, Okemos, MI 48864 | 517-381-2332 |
| Thomas Jones Inquire with Thomas |
2549 Jolly Rd, Ste 300, Okemos, MI 48864 | 517-381-2332 |
Grow your AUM with pre-qualified leads!
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