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Qualifications of Financial Advisor in Utica

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Financial Advisors in Utica, Michigan
Financial Advisor Office Location Phone Number
John Fawcett,
CPR Investments, Inc.
5746 24 Mile Road,
Shelby Township, MI  48316
(586) 553-4078
Kristie Gheysens,
Financial Engines Advisors, LLC
39425 Garfield Rd,
Clinton Township, MI  48038
(586) 978-7998
William Waggoner II,
Stoney Creek Advisors, LLC
Suite 105,
Rochester, MI  48307
(248) 266-2900
Oliver Lee,
The Strategic Planning Group
10 N Lapeer Street,
Lake Orion, MI  48362
(248) 929-8955
Richard Truxall,
Lincoln Financial Advisors
1000 Town Center, 26th Floor,
Southfield, MI  48075
Christopher Mollan,
LPL Financial
31731 Northwestern Hwy.,
Farmington Hills, MI  48334
(248) 987-8054
Kimberly Jamieson CFS® CRPC®,
Michigan Financial Companies-Rochester Wealth Management
28411 Northwestern Hwy,
Southfield, MI  48034
(248) 663-4707
Richard Spears,
Financial Engines Advisors, LLC
39775 Traditions Drive,
Northville, MI  48168
(248) 348-3535
Amanda Scull,
Financial Engines Advisors, LLC
900 Victors Way,
Ann Arbor, MI  48108
(734) 585-2870

Information on Qualified Financial Advisors in Utica

Office Location 5746 24 Mile Road,
Shelby Township,
MI 
48316

Phone Number (586) 5534078

John Fawcett earned a bachelor's degree in Finance at Davenport University and had a successful career in corporate finance before transitioning to personal finance in 2009. After the economic meltdown in 2008 John realized there was a void in the industry helping average American families achieve their goals and realizing all the benefits they had earned. John partnered with CPR Investments, Inc. in order to give his clients the same level of professional money management the very wealthy had been using for decades. John realizes each client's situation is unique and each client receives a custom financial and investment management program geared toward their specific goals and objectives. We work for you.

About CPR Investments, Inc.

WHY CPR INVESTMENTS? At CPR Investments, we are constantly working to grow our clients? funds while minimizing loss. As with most goals, investing requires purposeful, intelligent and consistent action. Unlike a passive "buy-and-hold" philosophy, CPR Investments takes an "act-and-achieve" approach. By acting to protect your capital during poor markets and building your capital during strong markets, CPR Investments is constantly at work for you! We understand that sound investing is a very disciplined process. Because of this, we offer strategies that remove emotion, opinion and personal bias from the investment process. We do not make forecasts or predictions. Instead, we provide our clients with objective investment strategies that have been developed from years of intense market analysis. At CPR Investments, we are committed to you as a person: committed to helping you fulfill your hopes, accomplish your goals, and realize your dreams. Every investment decision is made with you in mind. We are here for you: in person, by phone, or by email.



Qualifications CRD# 4578636
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 39425 Garfield Rd,
Suite 25,
Clinton Township,
MI 
48038

Phone Number (586) 9787998

Joined Financial Engines in 2016. Began her career in the financial services industry in 2002. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Psychology from the University of Michigan - Dearborn. Married to Don. They have one child: Caden. Kristie enjoys taking walks outside and 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# 2370124
FirmCRD# 284038
Series 65


Office Location Suite 105,
Rochester,
MI 
48307

Phone Number (248) 2662900

Bill has 25 years' experience in the Financial Services Industry as a branch manager, compliance officer, and financial adviser. He specializes in retirement planning, estate preservation, and long-term care planning. Bill grew up in Michigan, and after high school, he spent eight years in Arizona. Given his love of water and boating, he returned to the Great Lakes area. He currently lives in Troy, MI. His hobbies include reading, gardening, and boating. Bill has a Master's of Science in Finance from Walsh College and is an adjunct professor of Economics at Oakland Community College.

About Stoney Creek Advisors, LLC

Stoney Creek Advisors, LLC, is an independent, fee-based RIA firm located in Rochester Hills, MI. We believe financial concerns should not keep you up at night, and you should not have to be a financial advisor to understand your finances and how they can work for you. We continuously manage your investments against losing massive amounts of money, using a time-tested, rules-based system that removes emotion from investing. Our definition of investment success is participation in growth during favorable market conditions while reducing the amount of account risk during long-term unfavorable investment conditions. We keep you on the right side of market conditions while focusing on achieving your financial goals. Establishing a plan to help you protect your family from the unexpected twists of life can provide you the peace of mind you need to rest easy at any time of day.




Qualifications CRD# 4472655
FirmCRD# Registrations with CoreCap Investments
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions


Office Location 10 N Lapeer Street,
Lake Orion,
MI 
48362

Phone Number (248) 9298955

Oliver has been in the personal and corporate financial services field since 1995. He spent much of his career providing financial guidance and advice to Credit Unions and their members before establishing The Strategic Planning Group in 2013. Oliver served as Investment Executive for USA Federal Credit Union and created the investment platform for Motorparts Credit Union. Oliver served for 10 years as the investment advisor for PARDA Federal Credit Union and it's members with branches located in six states. He is a native of Lake Arrowhead, California and has lived in Lake Orion, Michigan for 15 years. Oliver has appeared on many television and radio programs to provide expertise on the subject of Financial Planning. He is the coach of the Lake Orion Softball team 'Eva’s Dairy' and recently served as Scout Master for Boy Scout Troop #297. Oliver is a member of MicroMentors where he provides mentoring to entrepreneurs and business owners. Oliver enjoys competitive dirt bike racing and is married to his lovely wife Julia, they have four children.

About The Strategic Planning Group

We believe most of us have the same basic goals when it comes to financial planning: 1. Protect our assets 2. Save taxes 3. Build wealth 4. Keep the process as simple as possible Our Fiduciary Responsibility Legally bound by the fiduciary standard when serving clients: We will always put our clients’ interests first – ahead of our own, of our firm and our employees. As defined by federal law, we will act as a fiduciary. When selecting investments, we will seek the most suitable investments for our clients at all times. Licenses, Registrations & Training Series 65 Life & Accident We use TDAmeritrade as the custodian for all our clients funds. Registrations with CoreCap Investments



Qualifications CRD# 4631464
FirmCRD# 3978
Series 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 1000 Town Center, 26th Floor,
Southfield,
MI 
48075

About Lincoln Financial Advisors

At Lincoln, we use a holistic, fee-based financial planning process, which systematically addresses your specific and most important areas of concern and need. Often, those needs fall into at least one of these four categories: 1. Achieving Financial Independence 2. Investment Planning 3. Estate Planning 4. Business Owner Planning Once we understand your specific needs and goals, we address them in three ways: 1. We bring creative design ideas to the table in the areas of wealth preservation, as well as wealth creation 2. We coordinate and collaborate with your other advisors, such as your accountant or attorney 3. We act as your catalyst to accomplish your most important financial goals Lastly, we are a team of independent, fee-based advisors. Because of this independence, there are not limitations in the types of investments or strategies that we can use for our clients. In short, we help our clients find the solutions that best fit their unique needs and situation, without restriction or bias.



Qualifications CRD# 4629054
Series 7, 31, 63, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills,
MI 
48334

Phone Number (248) 9878054

About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.

We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.



Qualifications CRD# 5868379
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions


Office Location 28411 Northwestern Hwy,
Suite 1300,
Southfield,
MI 
48034

Phone Number (248) 6634707

Kimberly L. Jamieson, CFS®, CRPC® is a Financial Planner with Michigan Financial Companies-Rochester Wealth Management. Kimberly has built her practice around putting her clients' interest first. Kimberly follows the fiduciary standard and holds herself to strict ethical standards to ensure financial planning recommendations are in her client's best interest. After acquiring her Masters in Photography and spending almost 30 years as owner of a successful photography studio, Kimberly made a career change and became a Financial Planner. Most importantly years ago "knowing her number" was the key to success while always knowing how much to save or spend. Kimberly holds the Series 7 Securities license, Series 65 Investment Advisory License, along with Series 6 and 63. She also is licensed in Life, Accident, Health, and Annuities. One designation that sets Kimberly apart is the CFS® (Certified Fund Specialist®) certification which requires mastery of portfolio construction, risk measurement, manager selection, monitoring, income strategies, retirement accounts, titling, taxation and the psychological aspects of finance from The Institute of Business and Finance®. She also has received the CRPC® (Chartered Retirement Planning Counselor) designation, which focuses on client-centered problem-solving. Financial Planners with the CRPC® designation can help define a roadmap to retirement and assist clients' pre- and post-retirement needs, as well as issues related to asset management and estate planning. Registered Representative/ Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Michigan Financial Companies is independent of Signator Investors, Inc. 225-20180625-460977

About Michigan Financial Companies-Rochester Wealth Management

At Michigan Financial Companies-Rochester Wealth Management we are committed to help each of our clients achieve their unique goals, by following a specific three-step process. Planning: Successful investing is goal focused and plan driven. Kimberly works with her clients to develop a plan, so they know exactly what it takes to be financially secure. The best part of having a plan is knowing exactly how much to spend or save. Kimberly helps her clients define their goals. Provide Perspective & Educate: Throughout their relationship, Kimberly aims to provide perspective during important economic events by keeping her clients informed, their portfolios are designed to withstand changes in the market. Managing Investment Behavior: Working with a trusted advisor helps keep emotions out of investing. Kimberly provides guidance to her clients so they can better manage their instinctive reactions to market volatility.




Qualifications CRD# 5523795
FirmCRD# 104510
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


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# 6395912
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


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).



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