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Qualifications of Financial Advisor in Local

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.

List of Financial Advisors in Local
Financial Advisor Office Location Phone Number
Christopher Mollan,
LPL Financial
31731 Northwestern Hwy.,
Farmington Hills, MI  48334
(248) 987-8054
Richard Truxall,
Lincoln Financial Advisors
1000 Town Center, 26th Floor,
Southfield, MI  48075
(248) 948-5139
Richard Spears,
Financial Engines Advisors, LLC
39775 Traditions Drive,
Northville, MI  48168
(248) 348-3535
Dennis Prost,
Harvest Investment Services
100 East Big Beaver,
Troy, MI  48083
(248) 619-6050
William Waggoner II,
Stoney Creek Advisors, LLC
Suite 105,
Rochester, MI  48307
(248) 266-2900
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
Amanda Scull,
Financial Engines Advisors, LLC
900 Victors Way,
Ann Arbor, MI  48108
(734) 585-2870
Don Meeker,
Financial Engines Advisors, LLC
475 W Dussel Drive,
Maumee, OH  43537
(419) 897-2222

Information on Qualified Financial Advisors in Local

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# 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
Phone Number (248) 9485139

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# 5523795
FirmCRD# 104510
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional


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# 1983921
Series 6, 22, 24, 26, 62, 63, 65

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


Office Location 100 East Big Beaver,
Suite 840,
Troy,
MI 
48083
Phone Number (248) 6196050

My mission is to provide comprehensive personalized financial planning services specifically focused on your short and long-term goals, your personal risk tolerance and your current and future income requirements. With this mission in mind, I tailor my financial planning process to meet your individual wishes. At our initial meeting, we will explore your current financial health, determine how conservative, moderate or aggressive you are towards investing, and discuss your unique financial goals. With this information, I will compile a comprehensive personalized plan of recommendations best suited to your financial needs & desires in accordance with your stated objectives. The distinctive edge I offer my clients is active portfolio management in an attempt to reduce volatility. I use downside risk controls to limit losses. I monitor a variety of stock, bond, currency and commodities market indicators daily, which is quite different than the traditional "buy and hold" approach.

About Harvest Investment Services

Active Management is a phrase not heard too often. It means nothing to most people until it's too late. Conventional wisdom tells us if we "Buy and Hold" we will retire rich. We don't believe this theory and the statistics are on our side. Rather, we believe in "Buy and Manage". We manage the profit or the loss with a focus on capital preservation and growth. We welcome a Bull Market as enthusiastically as we welcome a Bear Market. Find out how our strategy can help you navigate these uncertain markets.



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.



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


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# 6395912
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


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).



Qualifications CRD# 5079253
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 475 W Dussel Drive,
Maumee,
OH 
43537
Phone Number (419) 8972222

"Joined Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Financial Planning CounselorSM (CRPC®) certification(s). Married to Lisa. They have one child: Zachary. Don enjoys golfing, hiking, glassblowing, and computer programming."

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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