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Michigan Michigan

Find Retirement Planners for Retirement Planning in Michigan

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Michigan, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Michigan

Christopher Mollan

LPL Financial

31731 Northwestern Hwy.
Suite 151W

Farmington Hills, MI 48334

248-987-8054

Phillip MItchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616-356-2002

Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

810-229-6446

Mark Drake Sr.

Drake Financial Group

536 Romence Rd.
Suite 105

Portage, MI 49024

269-329-0010

Ryan Lind

Edelman Financial Engines, LLC

70 W Michigan Ave, Suite 610

Grand Rapids, MI 49546

616-426-8321

Anthony Watson

Thrive Retirement Specialists

21975 Wildwood St.

Dearborn, MI 48128

313-879-2019

Brian Sites

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038

248-412-0160

Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168

248-412-0160

Dan Rausch

Allworth Financial

4320 44th Street SW, Suite 102

Grandville, MI 49418

616-988-1180

Craig A. Anderson

Family Focused Financial

7375 M 140

Eau Claire, MI 49111

269-208-4237

Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

248-825-8239

Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248-468-1355

List of Additional Retirement Planners in Michigan*

* Additional advisor listing is provided in partnership with Yext

Tim Caywood - Ameriprise Financial Services, LLC

4575 Lake Michigan Dr NW

Grand Rapids, MI 49534
855-885-1644

Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8429

Tillman Financial Services

734-887-1787

Allstate Personal Financial Representative: Jon Brunt

52021 Van Dyke Ave

Shelby Township, MI 48316
586-202-5295

Hinterland Advisors - Ameriprise Financial Services, LLC

414 1st St

Menominee, MI 49858
906-863-5587

Birmingham, MI Branch Office - UBS Financial Services Inc.

325 North Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7047

Plymouth, MI Branch Office - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1025

Braeburn Wealth Management

3597 Henry Street
Suite 202

Norton Shores, MI 49441
231-720-0743

Alex Raymond - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-3813

Allstate Personal Financial Representative: Jinks Clary

403 Marshall St

Coldwater, MI 49036
517-797-7027

Chris D. Walsh - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5900

Gerald LeVan - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1819

Steven Swaggerty - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-916-9860

Ainley Financial Group

1000 Town Center
26th Floor

Southfield, MI 48075
248-948-5149

Michael Barnd - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7546

Orfin & Associates

363 W. Big Beaver Road

Troy, MI 48084
248-918-5100

Jeffrey Richard Cox - UBS Financial Services Inc.

945 West Norton Avenue

Muskegon, MI 49441
231-739-9827

Bliss & Thompson Financial Services

1020 Hastings Street
Suite 105

Traverse City, MI 49686
231-933-6250

Crimmins Group - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-3907

A New Path Financial

2311 East Stadium Boulevard
Suite 202

Ann Arbor, MI 48104
734-330-2266

Griffith & Kilgren - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-715-4055

Stifel | Coastal Financial Strategies Group

28411 Northwestern Highway
Suite 1000

Southfield, MI 48034
248-663-7200

Bernard Wealth Management Corp.

600 S Adams Rd
Ste. 100

Birmingham, MI 48009
248-556-2900

Bryan Perry - Ameriprise Financial Services, LLC

1042 Sutton Rd
Ste 2B

Adrian, MI 49221
517-263-8862

Linda Kay - Ameriprise Financial Services, LLC

3150 Livernois Rd
Ste 375

Troy, MI 48083
248-817-2075

Blue Star Financial Group - Ameriprise Financial Services, LLC

6800 W Q Ave

Kalamazoo, MI 49009
269-321-5021

Fouad H Zeaiter - Ameriprise Financial Services, LLC

7950 Moorsbridge Rd
Ste 300

Portage, MI 49024
269-492-6600

James Lang - Ameriprise Financial Services, LLC

1537 E Hill Rd
Ste 150

Grand Blanc, MI 48439
810-695-3960

Telemus Capital

110 Miller Ave
Suite 300

Ann Arbor, MI 48104
734-662-1200

The Cole / Burger Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

The Braun Group - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-1050

Paul F Treder - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5905

Morgan Stanley

3101 Spring Arbor Rd
Suite 400

Jackson, MI 49203
517-768-7700

Gregory J Chimner - Ameriprise Financial Services, LLC

7130 S Westnedge Ave

Portage, MI 49002
269-321-5002

John Loveland - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6490

Morgan Stanley

800 Ellis Road
Suite 125

Muskegon, MI 49441
231-799-3030

William Cole - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1805

Derek Brody - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0393

Dennis E Simpson - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7141

Victor Peretiatko - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4377

Carol Litka - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7109

James Bradford Cross, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0241

Michigan 401(k) Consultants & Private Wealth Management

6960 Orchard Lake Rd
120

West Bloomfield Township, MI 48322
248-906-2010

Elizabeth V Bruno - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8424

James Gallagher - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-221-1980

Catherine Casteel - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4385

Goosehead Insurance - Chris Hammermeister

1400 W Chicago Rd

Niles, MI 49120
269-241-2311

Goosehead Insurance - Matthew Brown

1520 S Lapeer Rd Suite 208

Lake Orion, MI 48360
248-829-6208

Scot Pardo, CFP - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1587

TruVista Wealth Advisors - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

Fifth Third Mortgage - Kelly Abdilla

20205 Haggerty Road

Northville, MI 48167
248-380-3242

Kevin Toler & Associates - Ameriprise Financial Services, LLC

38 Commerce Ave SW
Ste 310

Grand Rapids, MI 49503
616-977-2639

Timothy J Oberle - Morgan Stanley

171 Monroe Ave NW
Ste 800

Grand Rapids, MI 49503
616-242-5448

VILLA

9355 Telegraph Road

Redford Charter Township, MI 48239
313-538-4118

DTLR

14119 Seven Mile Rd

Detroit, MI 48205
313-245-0359

VILLA

15510 Grand River Ave

Detroit, MI 48227
313-273-2745

DTLR

2000 E Eight Mile Rd

Detroit, MI 48234
313-368-1381

Edward Jones - Financial Advisor: Timothy Briody Jr

18560 W Outer Drive

Dearborn, MI 48128
313-724-1640

Edward Jones - Financial Advisor: Josh Franken

533 Michigan

Holland, MI 49423
616-396-2459

America Group Financial Services

2025 East Beltline Southeast
Suite 205

Grand Rapids, MI 49546
616-975-1300

Jaclyn Fox - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

Clear Horizon Wealth Advisors - Ameriprise Financial Services, LLC

12455 Dix-Toledo Rd

Southgate, MI 48195
734-284-3700

Smith & Associates - Ameriprise Financial Services, LLC

26200 Town Center Dr
Ste 250

Novi, MI 48375
248-349-4540

Dan Dijak - Ameriprise Financial Services, LLC

4855 State St
Ste 5

Saginaw, MI 48603
989-921-4982

Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1800

The Tighe Group - Morgan Stanley

277 South Rose St

Kalamazoo, MI 49007
269-373-2650

Jeff Rush - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-3766

Shaun Hampton - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

Coffield & Associates - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-9160

Michael Cho - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8037

George Smojver - Ameriprise Financial Services, LLC

6800 W Q Ave

Kalamazoo, MI 49009
269-321-5021

Mark Jannott

39510 Woodward Ave

BLOOMFLD TWP, MI 48304
248-417-5527

Jay M Kuhn - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-9160

Larson & Associates - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

Thomas Klippstein - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8441

Ronald Shmyr - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1793

Arna Moore

36520 Moravian Dr

Clinton Township, MI 48035
586-843-2101

Matthew Holmes

26000 Gratiot Ave

Roseville, MI 48066
248-689-6339

Curnow, Thomason and Associates - Ameriprise Financial Services, LLC

1537 E Hill Rd
Ste 150

Grand Blanc, MI 48439
810-695-3960

The Serenity Group - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5280

TruNorth Financial Group - Ameriprise Financial Services, LLC

3337 S Airport Rd W
Ste 4

Traverse City, MI 49684
231-947-6700

Craig Noonan & Associates - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0134

Bruce Parmenter - Ameriprise Financial Services, LLC

12455 Dix-Toledo Rd

Southgate, MI 48195
734-284-3700

Drew Fitzmorris - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5280

Michael A King - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
734-542-5603

Matthew McCumons - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5227

Brad Buist - Ameriprise Financial Services, LLC

5863 S Warner Ave
Ste 1

Fremont, MI 49412
231-924-8780

Christine Backus - Ameriprise Financial Services, LLC

1450 W Long Lake Rd
Ste 375

Troy, MI 48098
248-682-3800

David R Zukowski - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7101

Mark Calderone - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-3717

CitrinGroup - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2528

Certified Tax Solutions

42627 Garfield Rd
Ste 216B

Clinton Township, MI 48038
586-254-5400

Paul S Leonard - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

Jonathan Citrin - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2528

The Riley Rossi Coberley Group - Morgan Stanley

3101 Spring Arbor Rd
Suite 400

Jackson, MI 49203
517-768-7710

Nathan Roberts

105 Main St

Belleville, MI 48111
734-767-5337

Jason May - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1785

Verma Wealth Management Group - UBS Financial Services Inc.

32300 Northwestern Highway
Suite 150

Farmington Hills, MI 48334
248-737-5467

Kevin McDevitt, CFP - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0216

Grand Rapids, MI Branch Office - UBS Financial Services Inc.

333 Bridge Street NW
Suite 1100

Grand Rapids, MI 49504
616-732-1243

Stephen J Tyranski - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8756

Scott Hendrie - Ameriprise Financial Services, LLC

19727 Allen Rd
Ste 21

Brownstown Township, MI 48183
734-258-1847

Ryan Mabie - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2819

The Carney-Strickland Group - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-2716

Brian Donohoe - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7129

Patrick Bruntjens - Morgan Stanley

2900 West Rd
Ste 300

East Lansing, MI 48823
517-324-8015

Global Financial Trust

770 Kenmoor Ave. SE
Suite 203

Grand Rapids, MI 49546
616-956-9900

Janice Cichowlas - Ameriprise Financial Services, LLC

1 Heritage Pl
Ste 500

Southgate, MI 48195
734-407-2326

Robert Hamilton - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8440

The Nauer Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1823

Mary Ewasyshyn - Ameriprise Financial Services, LLC

41000 W 7 Mile Rd
Ste 115

Northville, MI 48167
248-286-7180

Eric Furlotte - Ameriprise Financial Services, LLC

33493 W 14 Mile Rd
Ste 80

Farmington Hills, MI 48331
248-918-2333

John Ferszt - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1809

Patrick Purczynski - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-9160

VILLA

100 Briarwood Circle
Space F155

Ann Arbor, MI 48108
734-332-4810

Edward Jones - Financial Advisor: Rich Ratts

1220 W Parnall Rd
Ste J

Jackson, MI 49201
517-768-7513

Charvat The Florist

18590 Mack Ave

Grosse Pointe Farms, MI 48236
313-881-7800

Fifth Third Preferred - Aaron Puff

3500 West Centre Avenue

Portage, MI 49024
269-329-5811

Edward Jones - Financial Advisor: Jackie Visger

33312 Grand River Ave
Suite 101

Farmington, MI 48336
248-474-7844

Arthur Sconochia - Ameriprise Financial Services, LLC

19727 Allen Rd
Ste 21

Brownstown Township, MI 48183
734-258-1844

Wild Bill's Tobacco

5530 Sashabaw Rd

Clarkston, MI 48346
248-241-6884

Goosehead Insurance - Tony Pruitt

129 S. Main St

Brooklyn, MI 49230
517-507-5216

Goosehead Insurance - Doug Dale

15149 S Dixie Hwy

Monroe, MI 48161
734-735-2378

Bruce Piper at CrossCountry Mortgage, LLC

39555 Orchard Hill Place
Suite 600 Office 8

Novi, MI 48375
734-646-7634

Irwin Futernick - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7165

Glenn Cooper - Ameriprise Financial Services, LLC

1450 W Long Lake Rd
Ste 375

Troy, MI 48098
248-682-3800

Timothy Bell - Ameriprise Financial Services, LLC

31555 W 14 Mile Rd
Ste 300

Farmington Hills, MI 48334
248-626-1600

Mickey Kittredge

24563 W Twelve Mile Road

Southfield, MI 48034
810-355-8013

Amy Yesnach

11006 Allen Rd

Taylor, MI 48180
734-482-1160

Cynthia DeBiasi

790 Penniman Ave

Plymouth, MI 48170
734-421-1104

Michael Albrecht - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2502

Jeff Mosley

2580 S Rochester Rd

Rochester Hills, MI 48307
248-841-9980

Gary L Corona - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7103

VILLA

6650 S Westnedge Ave

Kalamazoo, MI 49024
269-329-1536

VILLA

14122 Woodward Ave

Highland Park, MI 48203
313-867-4521

VILLA

5775 Beckley Rd

Battle Creek, MI 49015
269-979-4572

Kevin G McCulloch - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5904

VILLA

3525 Martin Luther King Blvd
#F

Lansing, MI 48910
517-394-1655

VILLA

13328 E Jefferson Ave

Detroit, MI 48215
313-822-1369

Life & Legacy Wealth Advisors - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6490

Mitchell R McCann - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2529

Chris Demasse - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8242

Eric Woodhouse - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4357

Mark Kaiser - Ameriprise Financial Services, LLC

821 N Main St

Rochester, MI 48307
248-275-1671

David Sonnenschein - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0510

Dana Sorensen - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-4944

Sheth Wealth Management - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-7897

Thomas Griffore

41400 W 10 Mile Rd

Novi, MI 48375
248-395-5305

Anthony Tuccini

14600 W Fort St

Southgate, MI 48195
313-278-5624

Daniel Fradette

23220 Farmington Rd

Farmington, MI 48336
313-274-4606

Mark LoDuca

23011 Woodward Ave

Ferndale, MI 48220
248-395-5306

Sankaran Sriram - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1465

Troy, MI 48084
248-687-1115

Kob Yan

44 N Adams Rd

Rochester, MI 48309
248-375-9269

Travis LaCelle

1575 W Grand River Ave

Okemos, MI 48864
517-347-8853

James Tafelski

15341 19 Mile Rd

Clinton Township, MI 48038
586-286-4487

Jeffrey D Fitzgerald - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8745

Gregory Kort

633 Notre Dame St

Grosse Pointe, MI 48230
248-644-1157

Allstate Personal Financial Representative: John Casey

2092 S Main St

Ann Arbor, MI 48103
734-662-3386

Elizabeth Deutch - Ameriprise Financial Services, LLC

41000 W 7 Mile Rd
Ste 115

Northville, MI 48167
248-277-3040

IB Wealth Management

230 West Main Street

Ionia, MI 48846
616-527-5818

Randy E Orwig - Ameriprise Financial Services, LLC

7130 S Westnedge Ave

Portage, MI 49002
269-321-5002

Andy Tran - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-8991

Fifth Third Private Bank - Norman Lining

300 Park Street
Ste 300

Birmingham, MI 48009
248-430-1366

Darin McBride, CRPC - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-8719

Eric F Deuker - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-209-5206

Jim W Price - Ameriprise Financial Services, LLC

4177 Fashion Square Blvd
Ste 4

Saginaw, MI 48603
989-792-9618

Ari Katz - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2065

David Hudson - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
810-603-3757

David F Brazen - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

Calder Investment Advisors

320 Hall St SW
Suite 201

Grand Rapids, MI 49507
616-235-2442

Ted Simonsen - Ameriprise Financial Services, LLC

1224 Military Rd

Houghton, MI 49931
906-482-1747

Thomas Roop - Ameriprise Financial Services, LLC

3337 S Airport Rd W
Ste 4

Traverse City, MI 49684
231-947-6700

Robert Kerschbaum - Ameriprise Financial Services, LLC

433 E Michigan Ave

Kalamazoo, MI 49007
269-216-7070

Joanne Hardin - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0125

Christopher Chambers - Ameriprise Financial Services, LLC

7950 Moorsbridge Rd
Ste 304

Portage, MI 49024
269-276-0554

Zhang Financial

101 West Big Beaver Road
14th Floor

Troy, MI 48084
269-325-1826

Mattar Financial Corp.

5750 New King Drive -
Suite 310

Troy, MI 48098
248-290-0250

McAfee & Associates PC

7900 Kirkland Court

Portage, MI 49024
269-492-0595

Zhang Financial

5931 Oakland Drive

Portage, MI 49024
269-385-5888

Christopher R Whitmore - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8027

Steven M. White Financial, LLC

25882 Orchard Lake Road
Suite 203

Farmington Hills, MI 48336
248-888-1010

Jeff K. Ross Financial Services

251 North Rose Street
Suite 200

Kalamazoo, MI 49007
269-385-0001

Fifth Third Securities - Ashton Vanantwerp

205 South Front Street

Dowagiac, MI 49047
269-845-4036

Zhang Financial

2828 Kraft Avenue SE
Suite 100

Grand Rapids, MI 49512
616-235-5777

Great Lakes Retirement Solutions, Inc.

2135 N. Center Road

Saginaw, MI 48603
989-401-2949

Park Avenue Wealth Management, LLC

39209 West Six Mile Road
Suite 201

Livonia, MI 48152
734-432-1966

Telemus Capital

Two Towne Square
Suite 800

Southfield, MI 48076
248-827-1800

CP Federal Investment Services

1100 Clinton Road

Jackson, MI 49202
517-784-7101

Diversified Portfolio Wealth Management

2339 Jolly Road

Okemos, MI 48864
517-381-9881

Shaheen & Associates, Inc

129 W. St. Clair St.

Romeo, MI 48065
586-752-6575

Rod Bieber, New York Life

4343 State Street

Saginaw, MI 48603
989-791-1900

Langdon Capital Management, Inc.

9020 Ortonville Road

Clarkston, MI 48348
248-922-7526

The Baker Group

26400 Lahser Road
Suite 312

Southfield, MI 48033
248-355-4100

Glass Retirement Strategies, Inc.

30400 Telegraph Rd.
Suite 445

Bingham Farms, MI 48025
248-647-2822

Marcy Bulliner, Bankers Life Agent and Bankers Life Securities Financial Advisor

5625 Water Tower Place
Ste 312

Clarkston, MI 48346
810-445-7028

True Blue Financial

7889 Red Arrow Highway

Stevensville, MI 49127
269-982-2710

Fifth Third Securities - Fallien Schwein

3980 Alpine Avenue

Comstock Park, MI 49321
616-784-1076

H & B Financial Group, Inc.

24255 W 13 Mile Rd.
Ste 270

Bingham Farms, MI 48025
248-877-8128

SHA Financial Planning & Investment Group

3254 University Drive
Suite 190

Auburn Hills, MI 48326
248-237-3917

Senior Wealth Management, Inc.

39111 W. Six Mile Rd.

Livonia, MI 48152
734-261-8289

Matt Rolfes - Ameriprise Financial Services, LLC

519 W Main St

Brighton, MI 48116
734-424-1700

Great Lakes Financial Services Group

10484 Citation Drive
Suite 300

Brighton, MI 48116
810-229-4170

IBS Financial Group

758 West Fulton

Grand Rapids, MI 49504
616-774-9290

Estate Planning & Preservation

218 S Putnam St

Williamston, MI 48895
888-655-7879

Pezzillo Financial Group

305 Barclay Circle
Suite 1002

Rochester Hills, MI 48307
248-641-9200

Stoney Creek Advisors, LLC

445 S. Livernois Rd.
Suite 105

Rochester Hills, MI 48307
248-266-2900

Merchant Financial Services

3975 West Monroe

Alma, MI 48801
989-463-6261

Williams Wealth Services

3380 Travis Pointe Road
Suite E1

Ann Arbor, MI 48108
734-786-3870

Fifth Third Securities - Julie Zobeck

47000 Gratiot Avenue

Chesterfield, MI 48051
586-598-3005

Generational Wealth Management

244 E Main Ave

Zeeland, MI 49464
616-931-1270

Walters Financial Group

7410 M.E. CAD Blvd.
Suite B

Clarkston, MI 48348
248-620-0707

VILLA

354 Telegraph Rd

Pontiac, MI 48341
248-333-2176

Edward Jones - Financial Advisor: Nicholas J Conard

221 Huron Ave

Port Huron, MI 48060
810-984-4653

DTLR

26130 Greenfield Rd

Oak Park, MI 48237
248-569-4512

Timothy Jongsma - Ameriprise Financial Services, LLC

44 E 8th St
Ste 215

Holland, MI 49423
616-392-6614

Lee Hart - Ameriprise Financial Services, LLC

24280 Woodward Ave

Pleasant Ridge, MI 48069
248-554-3900

Linda Enzinger - Ameriprise Financial Services, LLC

5751 E G Ave

Kalamazoo, MI 49004
269-349-8006

The Nautilus Group

5154 Miller Road
Suite E

Flint, MI 48507
810-732-2700

Member Investment Center, Frankenmuth Credit Union

580 North Main Street

Frankenmuth, MI 48734
989-249-9240

Gleaner Financial

5200 West US Highway 223

Adrian, MI 49221
800-294-7526

Koele Godfrey Investment Group Inc.

123 E. Main Street

Zeeland, MI 49464
616-931-1223

Scott Schalk - Ameriprise Financial Services, LLC

2603 Niles Ave
Ste B

Saint Joseph, MI 49085
269-471-2639

Brian McCabe - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-4935

Scott Long - Ameriprise Financial Services, LLC

3473 Main St

Deckerville, MI 48427
810-376-4710

Daniel Jay Musick - Ameriprise Financial Services, LLC

4595 Broadmoor Ave SE
Ste 293

Kentwood, MI 49512
616-828-4782

Daniel Pozdol - Ameriprise Financial Services, LLC

31555 W 14 Mile Rd
Ste 300

Farmington Hills, MI 48334
248-626-1600

Kyle M. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7677

David J Mooradian - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8753

Overhiser Financial Design

632 Phillips Street

South Haven, MI 49090
269-637-0222

Alysia Harrick - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

Preston Pelham - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8231

Phil Harmon - Ameriprise Financial Services, LLC

5863 S Warner Ave
Ste 1

Fremont, MI 49412
231-924-8780

Allstate Personal Financial Representative: Bruce Hinshaw

248 E Saginaw St

East Lansing, MI 48823
517-230-6456

Patrick D Malzone - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1821

Dean Richard Weaver - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4422

William Kildee - Ameriprise Financial Services, LLC

13919 SW Bayshore Dr
Ste 105A

Traverse City, MI 49684
231-935-1457

Jeffrey Wallace - Ameriprise Financial Services, LLC

527 Huron Ave

Port Huron, MI 48060
810-987-5370

Lisa Cargill - Ameriprise Financial Services, LLC

6701 Old 28th St SE
Ste A

Grand Rapids, MI 49546
616-682-5103

Roberto Rizza

751 E Big Beaver Rd

Troy, MI 48083
248-699-1754

David Karbon

1000 Haynes St

Birmingham, MI 48009
248-644-1174

Tabb M Wile - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1786

The Jacobs Financial Group - Ameriprise Financial Services, LLC

7600 Grand River Rd
Ste 230

Brighton, MI 48114
810-206-2015

Paul Moss - Ameriprise Financial Services, LLC

7950 Moorsbridge Rd
Ste 300

Portage, MI 49024
269-492-6600

Rob Baidel - Ameriprise Financial Services, LLC

116 W Main St

Brighton, MI 48116
810-588-4557

Allstate Personal Financial Representative: Michael Clark

1178 W Front St

Monroe, MI 48161
313-549-0933

Sherry N Gira - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

The Huron Group - Morgan Stanley

2001 Commonwealth Blvd
Suite 102

Ann Arbor, MI 48105
734-827-0542

Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0524

Michael Fiorenzo - Ameriprise Financial Services, LLC

3347 Eagle Run Dr NE
Ste C

Grand Rapids, MI 49525
616-726-1452

Rummel Wealth Management

2501 South Dye Road
Suite D

Flint, MI 48532
810-471-3732

Erin Ross - Ameriprise Financial Services, LLC

26200 Town Center Dr
Ste 250

Novi, MI 48375
248-349-4540

Khirfan Financial Company, Inc

1471 South Elms Road

Flint, MI 48532
810-720-1969

Farah Wealth Management Group - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8102

VILLA

3341 S Linden Rd

Flint, MI 48507
810-732-4756

John A Kish - Ameriprise Financial Services, LLC

325 N Center St
Ste 100

Northville, MI 48167
248-348-0080

David M Betts - Ameriprise Financial Services, LLC

527 Huron Ave

Port Huron, MI 48060
810-987-5370

Jason Klein - Ameriprise Financial Services, LLC

7130 S Westnedge Ave

Portage, MI 49002
269-321-5002

Kara Wilcox & Joseph Panfil

10511 Citation Drive
Suite 300

Brighton, MI 48116
810-229-0731

Darlene Frederick - AXA Advisors|Marquise Financial

625 Kenmoor Avenue SE
Suite 301

Grand Rapids, MI 49546
616-575-3518

Allstate Personal Financial Representative: Patrick Lee

22180 Pontiac Trail
Ste B

South Lyon, MI 48178
248-486-2800

Allstate Personal Financial Representative: Nima Gerami

2301 Garfield Rd N

Traverse City, MI 49686
248-877-4750

Circle of Life Financial Planning

2387 South Linden Road
Suite B106

Flint, MI 48532
810-239-8825

Fifth Third Private Bank - Richard Tober

36 East 8th Street

Holland, MI 49423
616-394-7370

Aaron Harrison - Ameriprise Financial Services, LLC

1 Heritage Pl
Ste 500

Southgate, MI 48195
734-281-3700

Michael L. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7697

Hugh T Carney III - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-2717

Financial Solutions of Michigan

2855 Coolidge Hwy
Suite 202

Troy, MI 48084
248-792-9050

Dan Mihaescu - Ameriprise Financial Services, LLC

24280 Woodward Ave

Pleasant Ridge, MI 48069
248-799-5902

CornerStone Financial Group - Ameriprise Financial Services, LLC

390 Amelia Cir

South Lyon, MI 48178
248-939-4545

Jacob Rashty - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1815

C&D Wealth Advisors

3011 Miller Rd

Ann Arbor, MI 48103
734-995-0829

Eric Konopka - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2061

Goosehead Insurance - Bradley Frey

200 E Big Beaver Road

Troy, MI 48083
248-505-8009

Goosehead Insurance - Dante Accettola and Austin Moussa

148 S Main St

Mount Clemens, MI 48043
586-265-5889

The Mooradian Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8753

Trinity Financial Advisors, LLC

321 West Lake Lansing Rd.

East Lansing, MI 48823
517-333-2121

Maier & Associates Financial Group, Inc.

5982 Westside Saginaw Road

Bay City, MI 48706
989-684-8500

Hollander and Lone

28411 Northwestern Highway
Suite 1200

Southfield, MI 48034
248-485-8111

Michael Klassa - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6490

Retirement Referral Network

204 East Church Street
Suite 102

Adrian, MI 49221
833-836-7783

Ralph Bryant - Ameriprise Financial Services, LLC

20700 Civic Center Dr
Ste 160

Southfield, MI 48076
248-327-7497

Leon Carter - Ameriprise Financial Services, LLC

2187 Preserve Cir E

Canton, MI 48188
734-727-0257

Wild Bill's Tobacco

46281 Van Dyke

Shelby Twp, MI 48317
586-262-4616

Thomas E Smith Jr - Ameriprise Financial Services, LLC

26200 Town Center Dr
Ste 250

Novi, MI 48375
248-349-4540

Kevin Toler - Ameriprise Financial Services, LLC

38 Commerce Ave SW
Ste 310

Grand Rapids, MI 49503
616-977-2639

Daniel Liehr - Ameriprise Financial Services, LLC

5751 E G Ave

Kalamazoo, MI 49004
269-720-9931

RFC Financial Planners

5263 Plymouth Road

Ann Arbor, MI 48105
734-272-4224

Sherman Private Wealth

28411 Northwestern Highway, Suite 1200

Southfield, MI 48034
248-805-1123

Horizon Advisers - Plymouth

107 S Main St

Plymouth, MI 48170
248-265-6662

Roger Gamache - Ameriprise Financial Services, LLC

44 E 8th St
Ste 215

Holland, MI 49423
616-392-1040

Ryan Slater - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8038

Ridgetown Investments

29B Ida Red

Sparta, MI 49345
616-606-9100

Monroe LPL

7433 Jackman Rd

Temperance, MI 48182
734-224-4640

Clearwater Financial, Inc.

104 E Grant St.

Plainwell, MI 49080
269-685-1170

Denny Mosson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2246

Laura Lubbers - Ameriprise Financial Services, LLC

3347 Eagle Run Dr NE
Ste C

Grand Rapids, MI 49525
616-726-1452

Neal Miedema - Ameriprise Financial Services, LLC

5991 Venture Park Dr

Kalamazoo, MI 49009
269-329-1683

Daniel Bachmann - Ameriprise Financial Services, LLC

1600 Town Commons Dr
Ste 104

Howell, MI 48855
517-680-4363

Eagle Rock Advisors

22440 Hall Road

Clinton Township, MI 48036
586-484-3178

Indianwood Financial, LLC

300 Cayuga Road

Lake Orion, MI 48362
248-834-4464

Craun Freeman Tax & Wealth Management

800 West University Drive
Suite A

Rochester, MI 48307
248-656-2200

Horizon Advisers - Farmington (CPA Headquarters)

34034 8 Mile Rd #102

Farmington, MI 48335
248-473-0030

Koch Financial Design

5873 Rupprecht Road

Vassar, MI 48768
989-233-1973

Fifth Third Preferred - James Sakoski

839 Robbins Road

Grand Haven, MI 49417
616-935-4343

Christopher Millio - Ameriprise Financial Services, LLC

216 W Michigan Ave
Ste 1

Saline, MI 48176
734-477-5223

Everett, Schalk & Associates - Ameriprise Financial Services, LLC

2603 Niles Ave
Ste B

St Joseph, MI 49085
269-983-2700

Fifth Third Preferred - Joshua Jorgensen

322 Broadway

Niles, MI 49120
269-845-4033

Charles Roberts - Ameriprise Financial Services, LLC

1224 Military Rd

Houghton, MI 49931
906-482-1778

Bob Cline - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
586-254-4113

The Griswold Bartolec Group - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2838

Jordan Financial & Associates

421 136th Avenue

Holland, MI 49424
616-796-8238

Hackney Jones Wealth Management Group - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8120

Valerija Castro - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4444

Michael Adinovich - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-4633

Kelly Capital Partners

29100 Northwestern Highway
Suite 320

Southfield, MI 48034
248-262-7217

Gurveer Mann - Ameriprise Financial Services, LLC

41000 W 7 Mile Rd
Ste 115

Northville, MI 48167
248-277-3040

Renee Hof-Lacey - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1182

Frattallone Wealth Management Group - Ameriprise Financial Services, LLC

6300 Fulton St E

Ada, MI 49301
616-682-5000

HCM Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1889

DocSpot Financial, Matthew Jarrell, AIF, CFS

7900 Kirkland Court

Portage, MI 49024
269-492-1570

Capitol Income Consultants

431 South Capitol Avenue

Lansing, MI 48933
517-483-2829

MI Retirement Guys, LLC

205 S. Front St
Suite 2A

Marquette, MI 49855
906-315-0991

Joseph Fisher - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7149

Lighthouse Wealth Advisors - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2008

Tru Insight Wealth Advisors - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-8177

VFG Associates, LLC

29432 Joy Road

Livonia, MI 48150
734-855-4930

L & H Financial Group

30150 Telegraph Road
Suite 175

Bingham Farms, MI 48025
248-731-7589

Jerry T Synkelma - Ameriprise Financial Services, LLC

910 E Cloverland Dr

Ironwood, MI 49938
906-932-1981

Clifford Migdal - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0259

Robert Bradley - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8016

Matthew J. Pursley - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8919

Dane Sexton - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-2811

Retirement Strategies

21605 Farmington Rd
Suite 100

Farmington Hills, MI 48336
248-473-1111

Millennium Wealth Management

251 East Merrill Street
Suite 207

Birmingham, MI 48009
248-833-1024

Michigan Financial Companies

28411 Northwestern Highway
Suite 1300

Southfield, MI 48034
248-663-4700

Bruce Meyers - Ameriprise Financial Services, LLC

5136 Cascade Rd SE
Ste 2B

Grand Rapids, MI 49546
616-456-6550

Thomas Elzinga - Ameriprise Financial Services, LLC

6701 Old 28th St SE
Ste A

Grand Rapids, MI 49546
616-682-5103

Keith P Harrington - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4410

Caterina Holt - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2828

Scott Van Overmeer - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-8177

Steven Marc Stillwater - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1868

Dahring | Cusmano and Associates

26200 Town Center Drive
Suite 100

Novi, MI 48375
248-348-0100

Tisa Sherry - Ameriprise Financial Services, LLC

41850 W 11 Mile Rd
Ste 210

Novi, MI 48375
248-679-8859

Rachel E. Laug - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6070

Swain Financial

1225 South Main Street

Plymouth, MI 48170
734-738-6300

Weekly Market Review

1000 Town Center
26th Floor

Southfield, MI 48075
248-948-5100

Blodgett Wealth Management

220 Lyon St. NW,
Suite 540

Grand Rapids, MI 49503
269-492-1250

Complete Wealth Advisors

2337 Stone Bridge Drive
Building F

Flint, MI 48532
810-733-6600

Zuverink & Associates

9907 29th Street South

Scotts, MI 49088
616-284-7314

Eric M Johnston - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1838

Fifth Third Securities - Joseph Sherburn

5217 Harvey St

Muskegon, MI 49444
231-798-2068

Mack Financial Service - Michele L. Mack

1120 S Telegraph Road

Monroe, MI 48161
734-242-0500

Peter Vannice - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1400

Troy, MI 48084
800-645-7961

Michael Pohlod - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1400

Troy, MI 48084
800-645-7961

Sherwood & Coupe Wealth Management - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6017

Daniel Dillard - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6176

Michael G Aboosamra - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6134

Gregory M Chapman - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6044

Clark Standish - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5906

Allstate Personal Financial Representative: Adam Ellis

2545 W Silver Lake Rd

Fenton, MI 48430
810-813-1275

Scott Smith Financial, Inc.

43155 Main Street
Suite 212

Novi, MI 48375
248-946-4515

Retirement Legacy Group

2260 East Saginaw Hwy

East Lansing, MI 48823
517-908-4546

MFG Capital

1861 South Trenton Drive
Suite 101

Trenton, MI 48183
734-720-1391

Butler Financial Group

301 N Clinton Ave

Saint Johns, MI 48879
989-292-6000

Capstone Financial

4125 Embassy Dr S.E

Grand Rapids, MI 49546
616-949-7130

Herbert Financial Group

2701 Cambridge Court
Suite 530

Auburn Hills, MI 48326
248-482-2600

Francis William Mossett - Cascade Coaching & Consulting

11290 Grand River

Brighton, MI 48116
913-461-7217

Great Lakes Financial Services & Investments

950 Taylor Ave
Suite 120

Grand Haven, MI 49417
616-502-6079

Provision Financial

45656 Village Boulevard

Shelby Township, MI 48315
586-799-6099

Curtis Kocher, CRPC - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3008

Evolution Wealth Strategies

3333 Evergreen NE
Suite 200

Grand Rapids, MI 49525
616-419-3120

Fifth Third Private Banker - David Tupper

102 West Front Street

Traverse City, MI 49684
231-995-4681

Tanya Marie Hawley - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-8927

Genisys Investment Services

2100 Executive Hills Blvd.

Auburn Hills, MI 48326
248-322-9800

Denice Oliver - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4361

Eric Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7156

Allstate Personal Financial Representative: Douglas Schueller

4240 29th St SE

Grand Rapids, MI 49512
616-915-6804

Allstate Personal Financial Representative: James Carson

42770 Van Dyke Ave
Ste 1

Sterling Heights, MI 48314
586-799-3944

Mary Ann Silvers - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
734-542-2401

Scott Nicholas - Ameriprise Financial Services, LLC

9475 Holly Rd
Ste 208

Grand Blanc, MI 48439
810-603-3744

Leslie E Joerke - Ameriprise Financial Services, LLC

711 E Grand River Ave
Ste C

Brighton, MI 48116
810-360-2279

Rick Sieja - Ameriprise Financial Services, LLC

24280 Woodward Ave

Pleasant Ridge, MI 48069
248-939-4545

James Periord Jr - Ameriprise Financial Services, LLC

9364 Apple Crest Dr

Saline, MI 48176
734-429-2236

Mary E Glidden - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

Dana Wales - Ameriprise Financial Services, LLC

505 Pleasant St
Ste 200

St Joseph, MI 49085
269-983-7555

Timothy Marshall - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-7510

Thomas Greer - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4363

Flourish Financial Partners - Ameriprise Financial Services, LLC

1501 Division St

Marquette, MI 49855
906-226-7526

Fifth Third Private Bank - Matthew Moceri

300 Park Street
Ste 300

Birmingham, MI 48009
248-430-1369

Brian Lee - Ameriprise Financial Services, LLC

505 Pleasant St
Ste 200

St Joseph, MI 49085
269-983-7555

Kyle Trevino - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-209-5206

Mark Jankauskas - Ameriprise Financial Services, LLC

52280 Van Dyke Ave

Shelby Township, MI 48316
586-254-4227

Kevin Ferhadson - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 106

Troy, MI 48084
248-509-0077

Lance Baker - Ameriprise Financial Services, LLC

44 E 8th St
Ste 215

Holland, MI 49423
616-392-6614

Steve Santini - Ameriprise Financial Services, LLC

110 E B St

Iron Mountain, MI 49801
906-774-5002

David E Smith - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4400

Future Benefits

30100 Telegraph Road
Suite 456

Bingham Farms, MI 48025
248-433-2280

Roth/Vigh Wealth Management - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1546

William V Caddick Jr - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6490

Lee Cabelof - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0253

Jeffrey Kingzett - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2519

R Scott Coates - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6441

Dominic Fazzolari - Ameriprise Financial Services, LLC

43900 Garfield Rd
Ste 200

Clinton Twp, MI 48038
586-213-5677

Micah Murrell - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-6456

Ronald J Bultman - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8778

Allstate Personal Financial Representative: Gerard Howard

3331 W Big Beaver Rd
Ste 110

Troy, MI 48084
248-875-6786

True North Wealth Management Group

31731 Northwestern Highway
Suite 151W

Farmington Hills, MI 48334
586-255-5858

William J Lackowski - Ameriprise Financial Services, LLC

3473 Main St

Deckerville, MI 48427
810-376-4710

David Evola - Ameriprise Financial Services, LLC

43900 Garfield Rd
Ste 200

Clinton Twp, MI 48038
586-213-5677

Anita Ritter Financial

260 John St.
Suite 2B

Sturgis, MI 49091
269-651-1060

The Jacobs Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1813

Michael LeBlanc - Ameriprise Financial Services, LLC

4023 S Mill Rd

Dryden, MI 48428
810-796-9878

Pamela Wesley - Ameriprise Financial Services, LLC

391 S Shore Dr
Ste 112

Battle Creek, MI 49014
269-979-3521

Jonathan Rea - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4360

Sandra E Lutkenhoff - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8266

The Kocher Group - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-816-3008

David L Cushard - Ameriprise Financial Services, LLC

1035 Laurence Ave
Ste 3

Jackson, MI 49202
800-601-5034

Jeff Sirola - Ameriprise Financial Services, LLC

1035 Laurence Ave
Ste 3

Jackson, MI 49202
800-601-5034

The Meldrum Group - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-649-7541

Don Goetcheus - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2253

Daniel Graham - Ameriprise Financial Services, LLC

391 S Shore Dr
Ste 112

Battle Creek, MI 49014
269-979-3521

Horizon Advisers - Flint

5206 Gateway Center #200

Flint, MI 48507
248-265-6662

Valerie McLeod-Tyler - Ameriprise Financial Services, LLC

24280 Woodward Ave

Pleasant Ridge, MI 48069
248-554-3919

Steven Meyers - Ameriprise Financial Services, LLC

6435 28th Ave

Hudsonville, MI 49426
616-662-0420

Todd Green - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4364

Mark A Lundmark - Morgan Stanley

300 East Front St
Ste 300

Traverse City, MI 49684
231-932-7225

Roger A Folkema - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 106

Troy, MI 48084
248-509-0077

Gregory Gilbert - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 1400

Troy, MI 48084
248-955-3313

Scott Hagenbach - Ameriprise Financial Services, LLC

4177 Fashion Square Blvd
Ste 4

Saginaw, MI 48603
989-792-9632

Brad Bromley - Ameriprise Financial Services, LLC

4177 Fashion Square Blvd
Ste 4

Saginaw, MI 48603
989-792-9611

Michael V Fitzsimmons - Ameriprise Financial Services, LLC

17197 N Laurel Park Dr
Ste 138

Livonia, MI 48152
734-432-6444

Allstate Personal Financial Representative: Daniel Hackett

70 E Lakewood Blvd
Ste 20

Holland, MI 49424
616-446-3222

Todd Bowman - UBS Financial Services Inc.

333 Bridge Street NW
Suite 1100

Grand Rapids, MI 49504
616-732-1218

Goodrich, Hull, and Associates - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
888-273-4009

Richard Davis - UBS Financial Services Inc.

2301 West Big Beaver Road
Somerset Place Office Building

Troy, MI 48084
248-637-0220

Rebecca Sorensen, CFP, CIMA - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-4945

John Farah, CFP - UBS Financial Services Inc.

8235 Holly Road, Suite 4

Grand Blanc, MI 48439
810-344-8102

Allstate Personal Financial Representative: Richard Turfe

27852 Warren Rd

Westland, MI 48185
734-261-1000