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Find Top Financial Advisors in Traverse City, Michigan

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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.

Finding the Top Financial Advisor in Traverse City, Michigan
Last Updated - 10-May-2022

Traverse City has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 27 non-vetted advisors in your local area. These financial advisors in Traverse City , Michigan have an average of 15 years of experience.

NOTE: The list of financial advisors in Traverse City , 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 Traverse City , Michigan .

Qualified Financial Advisors in Traverse City, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Matt Breimayer
STRATEGY FINANCIAL, LLC
12935 S. West Bayshore Drive,
Traverse City, MI 49684
15 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Traverse City

Qualifications CRD# 4817098
FirmCRD# 124583
Series 63, 65


Office Location 12935 S. West Bayshore Drive,
Suite 325,
Traverse City,
MI
49684
Phone Number 231-714-5077

Matt has been working with individuals and businesses in the area for over 16 years and is licensed to sell a variety of investment and insurance products. He is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with Matt is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Matt looks forward to using his expertise to help you pursue your financial goals.

About Strategy Financial, LLC

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We provide sound financial information to help clients better identify goals and make sound decisions. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.


Top Financial Advisor Firms in Traverse City, Michigan
Firm Name AUM No. of Clients Fee Structure
Lejeune Puetz Investment Counsel
13721 West Bay Shore Drive,
Traverse City, MI 49684
$392,327,000 83 A percentage of AUM
Hourly charges
Fixed fees
Optimal Capital Advisors, Llc
12935 Sw Bayshore Dr , Suite 305,
Traverse City, MI 49684
$112,420,809 368 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Performance Based
Hemming& Wealth Management, Inc.
600 E. Front Street , Suite 201,
Traverse City, MI 49686
$190,695,533 1401 A percentage of AUM
Hourly charges
Fixed fees
Old Mission Investment Company, Llc
880 Munson Avenue , Suite B,
Traverse City, MI 49686
$581,521,180 1663 A percentage of AUM
Hourly charges
Fixed fees
Independent Wealth Management, Llc
236 1/2 E. Front St,
Traverse City, MI 49684
$153,095,522 498 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)
Up North Financial, Llc
223 East State Street , Suite 200,
Traverse City, MI 49684
$133,962,045 786 A percentage of AUM
Fixed fees
Blueprint Partners Llc
10238 E Cherry Bend Rd,
Traverse City, MI 49684
$166,000,000 516 A percentage of AUM
Fixed fees
Centennial Wealth Advisory, Llc
701 Third Street,
Traverse City, MI 49684
$249,114,644 2294 A percentage of AUM

    List of Additional Advisors in Traverse City, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bill Lee
    Inquire with Bill
    3337 S Airport Rd W, Ste 4, Traverse City, MI  49684 231-947-6700
    Branko Gegich
    Inquire with Branko
    300 East Front St, Ste 300, Traverse City, MI  49684 231-932-7201
    Bliss & Thompson Financial Services
    Inquire with Bliss
    1020 Hastings Street, Suite 105, Traverse City, MI  49686 231-933-6250
    William Kildee
    Inquire with William
    13919 SW Bayshore Dr, Ste 105A, Traverse City, MI  49684 231-935-1457
    Thomas Roop
    Inquire with Thomas
    3337 S Airport Rd W, Ste 4, Traverse City, MI  49684 231-947-6700
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    300 East Front St, Ste 300, Traverse City, MI  49684 231-941-7200
    Robert Revett
    Inquire with Robert
    3337 S Airport Rd W, Ste 4, Traverse City, MI  49684 231-947-6700
    TruNorth Financial Group
    Inquire with TruNorth
    3337 S Airport Rd W, Ste 4, Traverse City, MI  49684 231-947-6700
    Fifth Third Private Banker
    Inquire with Fifth
    102 West Front Street, Traverse City, MI  49684 231-995-4681
    Mark A Lundmark
    Inquire with Mark
    300 East Front St, Ste 300, Traverse City, MI  49684 231-932-7225
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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