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Your service helped us connect with Brian who had clients similar to our situation.
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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.
Grandville
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
6
non-vetted advisors in your local area. These financial advisors in
Grandville, Michigan
have an average of
15
years of experience.
NOTE: The list of financial
advisors in
Grandville, 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
Grandville, Michigan.
| Qualified Financial Advisors in Grandville, Michigan | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Dan Rausch
CFP® ALLWORTH FINANCIAL 4320 44th Street SW, Suite 102, Grandville, MI 49418 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
| Phillip Mitchell
CPA, CFA® KROON & MITCHELL ASSET MANAGEMENT 29 Pearl St, Ste 400, Grand Rapids, MI 49503 |
21 | $84M | Not Specified | Fee-Only |
| Ryan Lind
EDELMAN FINANCIAL ENGINES, LLC 5510 Cascade Rd SE, Suite 280, Grand Rapids, MI 49546 |
10 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5636455
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number
888-242-6766
Dan Rausch is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, and financial advisor in our Grand Rapids, Michigan office. The married father of three is from Holland, Michigan and started his career as a CPA in Grand Rapids. Dan earned a bachelor’s degree at Grand Valley and his MBA at Northwestern University’s JL Kellogg School. He has over a decade of financial services experience. Dan approaches advising with the philosophy that “intentional planning can deliver predictable results.”
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 6251940
Firm CRD# 168120
Series 65
Compensation/Fee Fee-Only, Based on Assets, Hourly
Office Location
29 Pearl St,
Ste 400,
Grand Rapids,
MI
49503
Phone Number
616-356-2002
Phillip's past experience includes serving as Investment Portfolio Manager for a Mid-Michigan Insurance Company where he was responsible for investing and overseeing over $800M in Corporate, Pension, and foundation assets. Prior to this position, Phillip worked as an Equity Analyst for a value-oriented investment manager in Atlanta, Georgia. Phillip also has held the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant. Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.
Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5726311
Firm CRD# 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 Grandville, Michigan (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Aam Fee-Only Financial Planning And Investment Advisory, Llc
4555 Wilson Ave Sw , Ste 2, Grandville, MI 49418 |
$148,901,425 | 1296 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Edward Jones Inquire with Edward |
4165 Prairie St SW, Suite B, Grandville, MI 49418 | 616-855-1579 |
| Edward Jones Inquire with Edward |
4175 Parkway Place, Suite 102, Grandville, MI 49418 | 616-531-1471 |
| Edward Jones Inquire with Edward |
3980 Chicago Dr, Suite 210, Grandville, MI 49418 | 616-531-8009 |
| Edward Jones Inquire with Edward |
3083 Washington Ave SW, Suite C, Grandville, MI 49418 | 616-288-7438 |
| Edward Jones Inquire with Edward |
3107 Prairie SW, Grandville, MI 49418 | 616-531-8203 |
| Edward Jones Inquire with Edward |
4165 Prairie St SW, Suite B, Grandville, MI 49418 | 616-855-1579 |
Grow your AUM with pre-qualified leads!
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