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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

Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

810-229-6446

Phillip MItchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616-356-2002

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

616-426-8320

Anthony Watson

Thrive Retirement Specialists

3319 Greenfield #148

Dearborn, MI 48120

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

Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

248-825-8220

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

Peter Almeroth - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-8908

Joseph Fisher - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7149

Willow Stuedemann - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6037

Murray, McCumons & Associates - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5280

Edward Gennrich - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
734-542-5602

Tillman Financial Services

734-887-1787

Allstate Personal Financial Representative: Jon Brunt

52021 Van Dyke Ave

Shelby Township, MI 48316
586-202-5295

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

Morgan Stanley Financial Advisors

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1800

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

Gerald LeVan - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1819

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

Stifel | Coastal Financial Strategies Group

28411 Northwestern Highway
Suite 1000

Southfield, MI 48034
248-663-7200

Allstate Personal Financial Representative: Bruce Hinshaw

248 E Saginaw St

East Lansing, MI 48823
517-230-6456

Allstate Personal Financial Representative: Adam Ellis

2545 W Silver Lake Rd

Fenton, MI 48430
810-813-1275

Linda Kay - Ameriprise Financial Services, LLC

3150 Livernois Rd
Ste 375

Troy, MI 48083
248-817-2075

Steven Beatty - Ameriprise Financial Services, LLC

527 Huron Ave

Port Huron, MI 48060
810-987-5370

Paul D Carlson - Ameriprise Financial Services, LLC

6800 W Q Ave

Kalamazoo, MI 49009
269-329-7359

Wayne Phillips - Ameriprise Financial Services, LLC

1001 Woodward Ave
Ste 500

Detroit, MI 48226
313-867-2332

Vadim Matatov - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-8177

Telemus Capital

110 Miller Ave
Suite 300

Ann Arbor, MI 48104
734-662-1200

Mitchell Swayze - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7120

Mark S Fudold - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7123

Richard D Gurchak - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8794

Ted Himelhoch - Ameriprise Financial Services, LLC

9475 Holly Rd
Ste 208

Grand Blanc, MI 48439
810-603-3743

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

James Gallagher - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-221-1980

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

Tom C Welch - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8750

Scot Pardo, CFP - UBS Financial Services Inc.

730 Penniman Avenue

Plymouth, MI 48170
734-416-1587

Fifth Third Mortgage - Kelly Abdilla

20205 Haggerty Road

Northville, MI 48167
248-380-3242

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

C Dino Lembesis - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2501

Jaclyn Fox - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

The WL Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

Michael Cho - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8037

Mark Jannott

39510 Woodward Ave

BLOOMFLD TWP, MI 48304
248-417-5527

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

Brad Buist - Ameriprise Financial Services, LLC

5863 S Warner Ave
Ste 1

Fremont, MI 49412
231-924-8780

Stephen J Tyranski - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8756

Roger Gamache - Ameriprise Financial Services, LLC

44 E 8th St
Ste 215

Holland, MI 49423
616-392-1040

CitrinGroup - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2528

Kristen Roy - Ameriprise Financial Services, LLC

2800 S State St
Ste 205

Ann Arbor, MI 48104
734-477-5235

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

Financial Solutions of Michigan

2855 Coolidge Hwy
Suite 202

Troy, MI 48084
248-792-9050

Nathan Roberts

105 Main St

Belleville, MI 48111
734-767-5337

Paul F Treder - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5905

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

Morgan Stanley Financial Advisors

300 East Front St
Ste 300

Traverse City, MI 49684
231-941-7200

Matthew C. Najarian & Gary M. Najarian - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8706

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

Sara Mehraban - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5233

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

Pamela Lee - Ameriprise Financial Services, LLC

2851 Charlevoix Dr S
Ste 200

Grand Rapids, MI 49546
616-988-3356

Robert Hamilton - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-343-8440

Jay M Kuhn - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-9160

Jamie T May - Ameriprise Financial Services, LLC

250 E Division St

Rockford, MI 49341
616-866-0202

Ronald Haley - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4368

Brad Bromley - Ameriprise Financial Services, LLC

4177 Fashion Square Blvd
Ste 4

Saginaw, MI 48603
989-792-9611

Ginny A Wisely - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-6162

Aaron Harrison - Ameriprise Financial Services, LLC

1 Heritage Pl
Ste 500

Southgate, MI 48195
734-281-3700

Larry J Glanz - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
844-848-8021

Kevin Ferhadson - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 106

Troy, MI 48084
248-509-0077

The Fleischer Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7145

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

Arthur Ciagne - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2515

Matt Lindgren - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2269

Charvat The Florist

18590 Mack Ave

Grosse Pointe Farms, MI 48236
313-881-7800

Michael Adinovich - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-4633

Rick Sieja - Ameriprise Financial Services, LLC

24280 Woodward Ave

Pleasant Ridge, MI 48069
248-939-4545

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

David L Cushard - Ameriprise Financial Services, LLC

1035 Laurence Ave
Ste 3

Jackson, MI 49202
800-601-5034

Wild Bill's Tobacco

5530 Sashabaw Rd

Clarkston, MI 48346
248-241-6884

David Booko - Ameriprise Financial Services, LLC

200 S Main St

Three Rivers, MI 49093
269-278-8113

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

Shawn P Kelly - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8021

Bruce Piper at CrossCountry Mortgage, LLC

39555 Orchard Hill Place
Suite 600 Office 8

Novi, MI 48375
734-646-7634

Peter Llanes - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4414

Thomas Roop - Ameriprise Financial Services, LLC

3337 S Airport Rd W
Ste 4

Traverse City, MI 49684
231-947-6700

Daniel Bachmann - Ameriprise Financial Services, LLC

1600 Town Commons Dr
Ste 104

Howell, MI 48855
517-680-4363

Chris Balcerowiak - Ameriprise Financial Services, LLC

13854 Lakeside Cir
Ste 216

Sterling Heights, MI 48313
877-907-8625

Amy Yesnach

11006 Allen Rd

Taylor, MI 48180
734-482-1160

Cynthia DeBiasi

790 Penniman Ave

Plymouth, MI 48170
734-421-1104

Jeff Mosley

2580 S Rochester Rd

Rochester Hills, MI 48307
248-841-9980

Dunn & Laug Wealth Management - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6021

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

Commonwealth Group - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0524

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

Matthew Merrifield - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8231

Dana Sorensen - UBS Financial Services Inc.

325 N. Old Woodward Ave
Suite 200

Birmingham, MI 48009
248-645-4944

Steven Marc Stillwater - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1868

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

Tim Caywood - Ameriprise Financial Services, LLC

4575 Lake Michigan Dr NW

Grand Rapids, MI 49534
855-885-1644

Gregory Kort

633 Notre Dame St

Grosse Pointe, MI 48230
248-644-1157

Laura Kellmann - Ameriprise Financial Services, LLC

2800 S State St
Ste 205

Ann Arbor, MI 48104
734-477-5229

pamela f. opperer - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8051

Merchant Tree

33477 Woodward Avenue
Suite 1000

Birmingham, MI 48009
800-610-3922

IB Wealth Management

230 West Main Street

Ionia, MI 48846
616-527-5818

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

Chris Wilker - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7164

David Hudson - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
810-603-3757

Scott Rzesa - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2247

Mary Ewasyshyn - Ameriprise Financial Services, LLC

41000 W 7 Mile Rd
Ste 115

Northville, MI 48167
248-286-7180

Calder Investment Advisors

320 Hall St SW
Suite 201

Grand Rapids, MI 49507
616-235-2442

Summit Bay Private Wealth Advisors - Ameriprise Financial Services, LLC

391 S Shore Dr
Ste 112

Battle Creek, MI 49014
269-979-3521

Tisa Sherry - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
734-432-6490

Brian Lee - Ameriprise Financial Services, LLC

505 Pleasant St
Ste 200

St Joseph, MI 49085
269-983-7555

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

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

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

Craig Noonan - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0134

Eric Konopka - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
248-865-2061

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

Erik J. Burger - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7160

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

Coffield & Associates - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-9160

Koele Godfrey Investment Group Inc.

123 E. Main Street

Zeeland, MI 49464
616-931-1223

HS&C Wealth Management - Ameriprise Financial Services, LLC

240 Northland Dr NE
Ste B

Rockford, MI 49341
855-885-1644

Scott Schalk - Ameriprise Financial Services, LLC

2603 Niles Ave
Ste B

Saint Joseph, MI 49085
269-471-2639

Allstate Personal Financial Representative: John Casey

2092 S Main St

Ann Arbor, MI 48103
734-662-3386

Joe Rey - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0544

Kyle M. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7677

Overhiser Financial Design

632 Phillips Street

South Haven, MI 49090
269-637-0222

John Minni - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-8707

Barbara Buschen - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

Rohen, Liszewski & Murray - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-771-6068

Scott Hagenbach - Ameriprise Financial Services, LLC

4177 Fashion Square Blvd
Ste 4

Saginaw, MI 48603
989-792-9632

Alan Mirza - Ameriprise Financial Services, LLC

6435 28th Ave

Hudsonville, MI 49426
616-662-0420

Liu Liu

989-372-1079

Quintina Williams

815-708-6354

Timothy Bell - Ameriprise Financial Services, LLC

31555 W 14 Mile Rd
Ste 300

Farmington Hills, MI 48334
248-626-1600

Drew Fitzmorris - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5280

Kevin Kilgren - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-715-4055

Preston Pelham - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8231

Larry Larson - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

Edward Weidman - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
586-254-4138

The Mooradian Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8753

Ryan Rehil - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8044

Matt Rolfes - Ameriprise Financial Services, LLC

519 W Main St

Brighton, MI 48116
734-424-1700

Don Goetcheus - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2253

Dominic Fazzolari - Ameriprise Financial Services, LLC

43900 Garfield Rd
Ste 200

Clinton Twp, MI 48038
586-213-5677

Zachary Bensinger - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8046

Christine Backus - Ameriprise Financial Services, LLC

1450 W Long Lake Rd
Ste 375

Troy, MI 48098
248-682-3800

Bryan Heinze - Ameriprise Financial Services, LLC

235 W Taft Rd
Ste 200

Ashley, MI 48806
989-838-2565

Craig Noonan & Associates - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0134

Roberto Rizza

751 E Big Beaver Rd

Troy, MI 48083
248-699-1754

David Karbon

1000 Haynes St

Birmingham, MI 48009
248-644-1174

Yvonne Cole - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8080

James Lang - Ameriprise Financial Services, LLC

1537 E Hill Rd
Ste 150

Grand Blanc, MI 48439
810-695-3960

William D Johnson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-1800

Larson & Associates - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

Randy E Orwig - Ameriprise Financial Services, LLC

7130 S Westnedge Ave

Portage, MI 49002
269-321-5002

Justin Le Page - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

Allstate Personal Financial Representative: James Carson

42770 Van Dyke Ave
Ste 1

Sterling Heights, MI 48314
586-799-3944

Traver Tremblay-Goodrich - Ameriprise Financial Services, LLC

32255 Northwestern Hwy
Ste 200

Farmington Hills, MI 48334
888-273-4009

Allstate Personal Financial Representative: Richard Turfe

27852 Warren Rd

Westland, MI 48185
734-261-1000

Rummel Wealth Management

2501 South Dye Road
Suite D

Flint, MI 48532
810-471-3732

Zeina Robinson - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 255

Troy, MI 48084
248-244-8177

Allstate Personal Financial Representative: Michael Kokoszka

31221 Five Mile Rd

Livonia, MI 48154
734-525-9610

Khirfan Financial Company, Inc

1471 South Elms Road

Flint, MI 48532
810-720-1969

Brian Sommer - Ameriprise Financial Services, LLC

2182 Commons Pkwy

Okemos, MI 48864
517-349-2880

Scott Knaffla - Ameriprise Financial Services, LLC

1501 Division St

Marquette, MI 49855
906-226-7526

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

David E Smith - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4400

Everett, Schalk & Associates - Ameriprise Financial Services, LLC

2603 Niles Ave
Ste B

St Joseph, MI 49085
269-983-2700

Micah Murrell - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-6456

Colin Haffey - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-0425

Jason Kuennen - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-272-4179

Kara Wilcox & Joseph Panfil

10511 Citation Drive
Suite 300

Brighton, MI 48116
810-229-0731

Barry Gilbertson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-3218

Darlene Frederick - AXA Advisors|Marquise Financial

625 Kenmoor Avenue SE
Suite 301

Grand Rapids, MI 49546
616-575-3518

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

Michael L. Braun - Morgan Stanley

4760 Fashion Square Blvd

Saginaw, MI 48604
989-791-7697

Mark Miller - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8790

HCM Group - Morgan Stanley

40701 Woodward Ave.
Ste 200

Bloomfield Hills, MI 48304
248-723-1889

David Evola - Ameriprise Financial Services, LLC

43900 Garfield Rd
Ste 200

Clinton Twp, MI 48038
586-213-5677

William Kildee - Ameriprise Financial Services, LLC

13919 SW Bayshore Dr
Ste 105A

Traverse City, MI 49684
231-935-1457

Dane Sexton - Morgan Stanley

5122 Cascade Road SE 1st
Fl

Grand Rapids, MI 49546
616-974-2811

Christopher R Whitmore - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8027

C&D Wealth Advisors

3011 Miller Rd

Ann Arbor, MI 48103
734-995-0829

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

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

Allstate Personal Financial Representative: Nicholas Dickinson

5590 Main St
Ste 3

Lexington, MI 48450
810-479-4016

The 45th Parallel Group - Morgan Stanley

300 East Front St
Ste 300

Traverse City, MI 49684
231-932-7222

Paul Mysliwiec - Ameriprise Financial Services, LLC

3351 Eagle Run Dr NE
Ste D

Grand Rapids, MI 49525
616-363-3489

Retirement Referral Network

204 East Church Street
Suite 102

Adrian, MI 49221
833-836-7783

James Griffith - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-715-4055

Alysia Harrick - Ameriprise Financial Services, LLC

2400 US Highway 41 W

Marquette, MI 49855
906-228-9191

Wild Bill's Tobacco

46281 Van Dyke

Shelby Twp, MI 48317
586-262-4616

Lighthouse Wealth Advisors - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-865-2008

Mark Calderone - Ameriprise Financial Services, LLC

2400 Lake Lansing Rd
Ste B

Lansing, MI 48912
517-482-3717

Daniel Graham - Ameriprise Financial Services, LLC

391 S Shore Dr
Ste 112

Battle Creek, MI 49014
269-979-3521

Elizabeth Deutch - Ameriprise Financial Services, LLC

41000 W 7 Mile Rd
Ste 115

Northville, MI 48167
248-277-3040

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

Michael V Fitzsimmons - Ameriprise Financial Services, LLC

17197 N Laurel Park Dr
Ste 138

Livonia, MI 48152
734-432-6444

David Kuyers - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-797-0866

Glenn Cooper - Ameriprise Financial Services, LLC

1450 W Long Lake Rd
Ste 375

Troy, MI 48098
248-682-3800

Ryan Slater - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8038

Monroe LPL

7433 Jackman Rd

Temperance, MI 48182
734-224-4640

Clearwater Financial, Inc.

104 E Grant St.

Plainwell, MI 49080
269-685-1170

Ellen Naber - Ameriprise Financial Services, LLC

7700 Byron Center Ave SW

Byron Center, MI 49315
616-272-4179

Todd Beckwith - Ameriprise Financial Services, LLC

130 W Munising Ave
Ste A

Munising, MI 49862
906-387-5200

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

Chris Ohlert - Ameriprise Financial Services, LLC

39533 Woodward Ave
Ste 150

Bloomfield Hills, MI 48304
248-925-4424

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

John P. Sacco - Morgan Stanley

1108 North Main Street

Rochester, MI 48307
248-218-8240

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

George Smojver - Ameriprise Financial Services, LLC

6800 W Q Ave

Kalamazoo, MI 49009
269-321-5021

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

Frattallone Wealth Management Group - Ameriprise Financial Services, LLC

6300 Fulton St E

Ada, MI 49301
616-682-5000

Jack Hendon - Ameriprise Financial Services, LLC

4575 Lake Michigan Dr NW

Grand Rapids, MI 49534
231-924-8320

Linda Enzinger - Ameriprise Financial Services, LLC

5751 E G Ave

Kalamazoo, MI 49004
269-349-8006

Kelly Capital Partners

29100 Northwestern Highway
Suite 320

Southfield, MI 48034
248-262-7217

Ridgetown Investments

33 Applewood Drive

Sparta, MI 49345
616-606-9100

Renee Hof-Lacey - Morgan Stanley

34901 Woodward Ave
Ste 300

Birmingham, MI 48009
248-258-1182

Shaun Osborne - Ameriprise Financial Services, LLC

600 Charlevoix Ave

Petoskey, MI 49770
231-439-0911

Kevin Curry - Morgan Stanley

2001 Commonwealth Blvd

Ann Arbor, MI 48105
734-827-0545

Jonathan Rea - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4360

Eric Furlotte - Ameriprise Financial Services, LLC

33493 W 14 Mile Rd
Ste 80

Farmington Hills, MI 48331
248-918-2333

Ferhadson & Associates - Ameriprise Financial Services, LLC

900 Wilshire Dr
Ste 106

Troy, MI 48084
248-509-0077

Thomas Greer - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4363

Smith & Associates - Ameriprise Financial Services, LLC

26200 Town Center Dr
Ste 250

Novi, MI 48375
248-349-4540

DocSpot Financial, Matthew Jarrell, AIF, CFS

7900 Kirkland Court

Portage, MI 49024
269-492-1570

Victor Peretiatko - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4377

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

Arthur Sconochia - Ameriprise Financial Services, LLC

19727 Allen Rd
Ste 21

Brownstown Township, MI 48183
734-258-1844

Sarah Murray - Ameriprise Financial Services, LLC

4750 Venture Dr
Ste 150

Ann Arbor, MI 48108
734-477-5226

Jodi E Whitmore - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8759

Joe Ghanem - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5909

TruVista Wealth Advisors - Ameriprise Financial Services, LLC

1301 W Long Lake Rd
Ste 270

Troy, MI 48098
248-928-1300

Andy Tran - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-957-8991

The Cole / Burger Group - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-740-7100

VFG Associates, LLC

29432 Joy Road

Livonia, MI 48150
734-855-4930

Joseph Colletti - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8012

L & H Financial Group

30150 Telegraph Road
Suite 175

Bingham Farms, MI 48025
248-731-7589

Retirement Strategies

21605 Farmington Rd
Suite 100

Farmington Hills, MI 48336
248-473-1111

Chuck Moyer - Ameriprise Financial Services, LLC

19727 Allen Rd
Ste 21

Brownstown Township, MI 48183
734-258-1854

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

Bill Luke - Ameriprise Financial Services, LLC

9475 Holly Rd
Ste 208

Grand Blanc, MI 48439
810-603-3741

Caterina Holt - Morgan Stanley

5211 Cascade Rd SE

Grand Rapids, MI 49546
616-974-2828

Kathy Warunek - Ameriprise Financial Services, LLC

835 Mason St
Ste B280

Dearborn, MI 48124
313-216-0135

Dahring | Cusmano and Associates

26200 Town Center Drive
Suite 100

Novi, MI 48375
248-348-0100

Mary E Glidden - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

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

The MWM Group - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8058

Steven Swaggerty - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-916-9860

Michael Van Brienen - Ameriprise Financial Services, LLC

101 W Big Beaver Rd
Ste 425

Troy, MI 48084
248-925-4358

Daniel J Harrison - Ameriprise Financial Services, LLC

726 Notre Dame St

Grosse Pointe, MI 48230
313-885-4414

Denny Mosson - Ameriprise Financial Services, LLC

333 Bridge St NW
Ste 205

Grand Rapids, MI 49504
616-974-2246

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

JMS Financial Resource, LLC

2828 Kraft Ave
Suite 268

Grand Rapids, MI 49512
616-821-5562

Barbara Kreitsch - Ameriprise Financial Services, LLC

700 Tower Dr
Ste 200

Troy, MI 48098
248-247-3010

John Weisgerber - Morgan Stanley

101 W Big Beaver Rd
Suite 1200

Troy, MI 48084
248-524-4617

Clark Standish - Morgan Stanley

130 Kercheval Avenue

Grosse Pointe, MI 48236
313-642-5906

Scott Smith Financial, Inc.

43155 Main Street
Suite 212

Novi, MI 48375
248-946-4515

Thomas H Seabron - Morgan Stanley

35055 W 12 Mile Rd.
Ste 101

Farmington Hills, MI 48331
248-848-8066

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

Laura Lubbers - Ameriprise Financial Services, LLC

3347 Eagle Run Dr NE
Ste C

Grand Rapids, MI 49525
616-726-1452

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

Griffith & Kilgren - Ameriprise Financial Services, LLC

43155 Main St
Ste 2200A

Novi, MI 48375
248-715-4055

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

Aaron Irving - Ameriprise Financial Services, LLC

2970 E Lake Lansing Rd

East Lansing, MI 48823
517-803-4203

Genisys Investment Services

2100 Executive Hills Blvd.

Auburn Hills, MI 48326
248-322-9800

Dawn Hausch-Cooper - Ameriprise Financial Services, LLC

8455 S Saginaw St
Ste 101

Grand Blanc, MI 48439
810-579-2838