Find Top Financial Advisors in Okemos
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Okemos. 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 Okemos
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 Okemos, 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 Edelman Financial Engines, LLC |
70 W Michigan Ave., Battle Creek, MI 49017 |
(616) 949-5959 |
| Amanda Scull Edelman Financial Engines, LLC |
900 Victors Way, Ann Arbor, MI 48108 |
(734) 585-2870 |
| Richard Spears Edelman Financial Engines, LLC |
39775 Traditions Drive, Northville, MI 48168 |
(248) 348-3535 |
| Robert Clark Edelman Financial Engines, 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 Okemos
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
Fee Based Only - No Commissions
Office Location
70 W Michigan Ave.,
Suite 610,
Battle Creek,
MI 49017
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# 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. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attended Western Michigan University studying Finance and Economics and received a Bachelors 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# 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.
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
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.
- Find pre-screened advisors
- Review matched profiles
- Receive free consultation
Are You A Financial Advisor
in Michigan?
Grow your AUM with pre-qualified leads!
Select other cities around Okemos, Michigan to broaden your search for a financial advisor
- Financial Advisors in Ada, Michigan
- Financial Advisors in Ann Arbor, Michigan
- Financial Advisors in Battle Creek, Michigan
- Financial Advisors in Birmingham, Michigan
- Financial Advisors in Bloomfield Hills, Michigan
- Financial Advisors in Brighton, Michigan
- Financial Advisors in Clarkston, Michigan
- Financial Advisors in Farmington, Michigan
- Financial Advisors in Grand Rapids, Michigan
- Financial Advisors in Grandville, Michigan
- Financial Advisors in Kalamazoo, Michigan
- Financial Advisors in Novi, Michigan
- Financial Advisors in Okemos, Michigan
- Financial Advisors in Rochester, Michigan
- Financial Advisors in Southfield, Michigan
- Financial Advisors in Troy, Michigan
- Financial Advisors in Utica, Michigan
