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Find Retirement Advisors for Retirement Planning in Lansing, Michigan
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Lansing, Michigan
Last Updated - April 13, 2024Lansing has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Lansing, Michigan have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Lansing, Michigan
VERIFIEDTodd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMark Ligeski
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 2898346
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDMichael Jergens
Registered Financial Consultant (RFC)
Edelman Financial Engines, LLC
Qualifications
CRD# 4770771
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Lansing, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way, Lansing, MI, 48951 | $222,731,514,408 | 132 | 176 | A Percentage of AUM, Fixed Fees |
| 2 | REHMANN FINANCIAL 4086 Legacy Parkway, Lansing, MI, 48911-4261 | $3,043,669,000 | 5142 | 34 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SERVICING FEES FROM CUSTODIANS) |
| 3 | J W KORTH & COMPANY 6500 Centurion Drive, Suite 250 Lansing, MI, 48917 | $202,178,935 | 13 | 16 | A Percentage of AUM, Commission Based |
| 4 | WASHINGTON AVENUE ADVISORS 1146 South Washington Avenue, Lansing, MI, 48910 | $191,551,217 | 1141 | 6 | A Percentage of AUM, Fixed Fees |
| 5 | SHOTWELL RUTTER BAER INC 6350 West Michigan Avenue, Suite 200 Lansing, MI, 48917 | $127,351,542 | 652 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SUBSCRIPTION FEE FOR PLANNING) |
| 6 | CIG ASSET MANAGEMENT 2600 S Waverly Road, Lansing, MI, 48911 | $0 | 0 | 1 | A Percentage of AUM, Fixed Fees, Performance Based |
Information on Top Retirement Planning firms in Lansing, Michigan
QualificationsFirm CRD# 111079
Assets Under Management $222,731,514,408
No. Of Clients132
Clients Per Financial Advisor1
JACKSON NATIONAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Lansing, Michigan. With a nearly $223B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132 clients. The team consists of 176 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 123047
Assets Under Management $3,043,669,000
No. Of Clients5142
Clients Per Financial Advisor151
REHMANN FINANCIAL is a financial advisory firm situated in Lansing, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5142 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (SERVICING FEES FROM CUSTODIANS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 26455
Assets Under Management $202,178,935
No. Of Clients13
Clients Per Financial Advisor1
J W KORTH & COMPANY is a financial advisory firm situated in Lansing, Michigan. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Commission Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 307002
Assets Under Management $191,551,217
No. Of Clients1141
Clients Per Financial Advisor190
WASHINGTON AVENUE ADVISORS is a financial advisory firm situated in Lansing, Michigan. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1141 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 122789
Assets Under Management $127,351,542
No. Of Clients652
Clients Per Financial Advisor130
SHOTWELL RUTTER BAER INC is a financial advisory firm situated in Lansing, Michigan. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 652 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (SUBSCRIPTION FEE FOR PLANNING)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 319466
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
CIG ASSET MANAGEMENT is a financial advisory firm situated in Lansing, Michigan. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brighton, Michigan
- Retirement Planners in Grand Rapids, Michigan
- Retirement Planners in Troy, Michigan
Looking for more choices? Use our free match service to compare retirement planners serving your area.