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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
10
non-vetted advisors in your local area. These financial advisors in
Okemos, Michigan
have an average of
12
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 |
| Brian Sites
CFP® EDELMAN FINANCIAL ENGINES, LLC 39775 Traditions Drive, Northville, MI 48168 |
15 | Not Specified | Not Specified | Fee-Based |
| Ryan Lind
EDELMAN FINANCIAL ENGINES, LLC 5510 Cascade Rd SE, Grand Rapids, MI 49546 |
10 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5058299
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
39775 Traditions Drive,
Suite D-800,
Northville,
MI
48168
Phone Number
248-412-0160
I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. I'm married with one son.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 5726311
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
5510 Cascade Rd SE,
Suite 280,
Grand Rapids,
MI
49546
Phone Number
616-426-8320
I'm passionate about working with individuals and families to help them accomplish their financial goals. In my spare time, I enjoy spending time with my wife and two daughters and being at the beach or on the golf course.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
| Top Financial Advisor Firms in Okemos, Michigan | |||
|---|---|---|---|
| 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 |
| 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 |
| Edward Jones Inquire with Edward |
4265 Okemos Road, Suite D, Okemos, MI 48864 | 517-349-4681 |
Grow your AUM with pre-qualified leads!
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