Business List: Financial Planner in Bedford Township, MI, USA

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Ameriprise Financial Advisors 2727 N Holland Sylvania Rd Ste K Toledo, OH 43615 41984xxxx8
James I Downing - Financial Advisor, Ameriprise Financial Services, LLC 3260 E Morgan Rd, Ann Arbor, MI 48108
73497xxxx2 dns*****@a***.com 5.01
Chart Advisors, LLC 7952 Secor Rd, Lambertville, MI 48144
73485xxxx0 ega****@s*******.com 3.1 9
Boardwalk Financial Group, LLC 3025 Boardwalk Dr UNIT 165, Ann Arbor, MI 48108
73492xxxx5 mar********@l**.com
Elite Bookkeeping Plus Toledo, OH 43617
41946xxxx4 ebp*********@e*************.com
Starr Insurance Agency - Farm Bureau Insurance 1185 W Front St, Monroe, MI 48161
73424xxxx0 kst***@f******.com 4.6 33 5 1 2109 609
Edward Jones - Financial Advisor: John F King 5620 Mayberry Sq S Sylvania, OH 43560
41988xxxx3 a.j*********@e**********.com 16
Sweeney Wealth Advisors 6012 Renaissance Pl c, Toledo, OH 43623
41988xxxx5 bob@s********************.com
David Sluss - Financial Advisor, Ameriprise Financial Services 5911 Renaissance Pl Ste A, Toledo, OH 43623
41972xxxx9 dav**********@a***.com
Kathy Warunek - Associate Financial Advisor, Ameriprise Financial Services, LLC 835 Mason St b280, Dearborn, MI 48124
31321xxxx5 dns*****@a***.com 5.01
Bush, Wall & Associates - Ameriprise Financial Services 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 dav***************@a***.com 459 498
Foguth Financial Group, LLC 2275 W Stadium Blvd Suite 4, Ann Arbor, MI 48103
84443xxxx4 ada*@f**************.com 4.01
Wells Fargo Advisors 1701 Woodlands Dr, Maumee, OH 43537
41988xxxx0 a-w***************@w*****************.com 188922 190000
Investment Planning Concepts 3454 Oak Alley Ct Ste 408, Toledo, OH 43606
41953xxxx0 aad********@s****************.com
Edward Jones - Financial Advisor: Mike Bilik 7255 Crossleigh Ct Ste 101, Toledo, OH 43617
41984xxxx0 acc**********@e**********.com
Sylvania, OH Branch Office - UBS Financial Services Inc. 5757 Monroe St, Sylvania, OH 43560
41931xxxx0 abc***@u**.com 5 3
Stephanie Reynolds - Associate Financial Advisor, Ameriprise Financial Services, LLC 2800 S State St UNIT 205, Ann Arbor, MI 48104
73447xxxx0 dns*****@a***.com 3.73
Jason Harsh - Private Wealth Advisor, Ameriprise Financial Services 6011 Renaissance Pl Ste 2, Toledo, OH 43623
41988xxxx8 dns*****@a***.com
Jestin P Jansen - Financial Advisor, Ameriprise Financial Services, LLC 6010 Eagle Trace Dr, Ypsilanti Charter Twp, MI 48197
73454xxxx4 dns*****@a***.com 5.02
Arbor Financial 116 E Washington St #210, Ann Arbor, MI 48104 73476xxxx6 5 1
Edelman Financial Engines 2950 S State St Suite 250, Ann Arbor, MI 48104
83375xxxx3 a.z******@e**********************.com 4.01
Tessera Associates 1100 W Dean Rd, Temperance, MI 48182
41940xxxx1 a.m*****@t*****************.com
Corey De Meritt - Financial Advisor, Ameriprise Financial Services, LLC 118 W Maumee St, Adrian, MI 49221
51726xxxx7 dns*****@a***.com 3.73
American Expy Financial Advisor Michael L Prce Cfp 5217 Monroe St Ste L Toledo, OH 43623 41984xxxx8
Thomas Bosio - Associate Financial Advisor, Ameriprise Financial Services, LLC 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx1 dns*****@a***.com 5.01
RBC Wealth Management Branch - Toledo 7150 Granite Cir Ste 203, Toledo, OH 43617
56745xxxx7 rbc*********@r**.com 12815
Edward Jones - Financial Advisor: Debbie Robinson 3550 Executive Pkwy Ste 6 Toledo, OH 43606
41953xxxx6 a.j*********@e**********.com 5 2
Legacy Wealth Partners 3053 Miller Rd, Ann Arbor, MI 48103
73443xxxx0 605*****************************@s**********.wixpress 5 3
LPL Financial 15621 S Telegraph Rd Ste 102 Monroe, MI 48161
73424xxxx2 jef*******@l**.com 4 5 1
Edward Jones - Financial Advisor: Brandon E Rodriguez 3550 Executive Pkwy Ste 6 Toledo, OH 43606
41953xxxx6 a.j*********@e**********.com 113 14
Kathleen Lawrence 5911 Lewis Ave, Toledo, OH 43612 83337xxxx5
Shane Logan Financial 41957xxxx6
Northgate Financial Resources Llc 742 W Northgate Pkwy, Toledo, Oh 43612 41920xxxx2
Citizen Advisory Group 770 Commerce Dr, Perrysburg, OH 43551
41987xxxx4 ang**@c**************.com 4.9 77 4.4 30 1141 235 1100
United Capital Financial Advisors 5340 Plymouth Rd # 107, Ann Arbor, MI 48105
73499xxxx8 cxx****@u******************.com 5.01
American Express Financial Advisors 6601 Lewis Ave Temperance, MI 48182 73485xxxx0
American Express Financial Advisors 5800 Monroe St Sylvania, OH 43560 41988xxxx9
RFC Financial Planners 5263 Plymouth Rd, Ann Arbor, MI 48105
73427xxxx4 ada*@r******.com 4.3 6 104 7
B Colleen Wagoner - Financial Advisor, Ameriprise Financial Services, LLC 5954 Renaissance Pl Ste D, Toledo, OH 43623
41984xxxx8 b.c**************@a***.com 5
Monroe Bank & Trust Mortgage Center 11 Washington St Monroe, MI 48161
73424xxxx4 aar********@m*****.com
Wagoner, Wagoner & Associates 5217 Monroe St Ste B, Toledo, OH 43623 41984xxxx8
Aig Financial Advisors 6029 Renaissance Pl Ste D Toledo, OH 43623 41988xxxx5
Frank Sims - Financial Advisor, Ameriprise Financial Services, LLC 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx4 dns*****@a***.com 4.01
Toledo Financial Group Inc 5461 Southwyck Blvd Ste 1l, Toledo, OH 43614
41986xxxx4 jen*****@t*****.com
Foundation Financial Group 5333 Monroe St, Toledo, OH 43623
56720xxxx9 aad***@f**.com
5 15
Harsh & Associates Financial Advisory - Ameriprise Financial Services 6011 Renaissance Pl Ste 2, Toledo, OH 43623
41988xxxx8 dns*****@a***.com
Strategic and Innovative Design Detroit, MI 48214 31337xxxx2
Heritage Financial Advisors LLC 103 N River Rd, Waterville, OH 43566
41988xxxx7 csa******@h*********.com 3.84
Mic Donahue - RBC Wealth Management Financial Advisor 7150 Granite Cir Ste 203, Toledo, OH 43617
56745xxxx0 rob**************@r**.com
MD Wealth Management, LLC 109 W Middle St, Chelsea, MI 48118
73443xxxx0 and***@m******.com 5 7 287
Pollock Investment Advisors, LLC 412 E Huron St, Ann Arbor, MI 48104
73492xxxx0 ann*@p************************.com 5 1
Northwest Capital 7644 Kings Pointe Rd, Toledo, OH 43617
41988xxxx0 cha**@n***********.com
Morgan Stanley 7311 Crossleigh Ct, Toledo, OH 43617
41984xxxx4 int**********@m************.com 12
Terri Rowe - Registered Practice Associate, Ameriprise Financial Services, LLC 19727 Allen Rd Ste 21, Brownstown Charter Twp, MI 48183
73425xxxx6 dns*****@a***.com
Deepwood Lane Partners 1701 Woodlands Dr, Maumee, OH 43537
41988xxxx0 abe********@p****************.com 2 252 283
RVR Wealth Advisors 7135 Sylvania Ave Ste 2B, Sylvania, OH 43560 41982xxxx0
Michael Mahnke - Registered Practice Associate, Ameriprise Financial Services 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 dns*****@a***.com
Whetro Wealth Management 4169 N Holland Sylvania Rd Suite 103, Toledo, OH 43623
41982xxxx0 con******@w*************.com 5 4 156
Pyle, Douglas, AGT 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 dns*****@a***.com
Preferred Financial Solutions 515 W Chicago Blvd, Tecumseh, MI 49286
51781xxxx0 5 16
LTC Financial Partners 9577 Bay Creek Rd, Erie, MI 48133 73484xxxx4 4.934
Clarity Financial Advisors - Ameriprise Financial Services, LLC 1310 S Main St #14, Ann Arbor, MI 48104
73499xxxx6 dns*****@a***.com 5.01
Robert M Thompson - RBC Wealth Management Branch Director 7150 Granite Cir Ste 203, Toledo, OH 43617
56745xxxx8 rob**************@r**.com
Merrill Lynch Financial Advisor Jeffrey P Levesque 4908 Whiteford Rd, Toledo, OH 43623
41925xxxx6 ale*********@m*.com
Walen Financial Group 4149 N Holland Sylvania Rd Ste 1 Toledo, OH 43623
41988xxxx9 inf*@r*****.com
Edward Jones - Financial Advisor: Nick Puhl Jr 3234 Executive Pkwy Ste 109 Toledo, OH 43606
41957xxxx1 a.j*********@e**********.com 348 4
William L Bynum - Financial Advisor, Ameriprise Financial Services, LLC 2370 W Jefferson Ave, Trenton, MI 48183
73467xxxx1 dns*****@a***.com 2.8 4
Edward Jones - Financial Advisor: Joel A Spotts 3419 Sterns Road, Lambertville, MI 48144
73485xxxx3 a.j*********@e**********.com 101 103
Scott Hughes 3410 Secor Rd Ste 510, Toledo, OH 43606
41953xxxx1 abc*******@c***********.com
Morgan Stanley 7124 W Central Ave, Toledo, OH 43617
41984xxxx0 int**********@m************.com
Edward Jones - Financial Advisor: Lori M Cannon 7107 W Central Ave Toledo, OH 43617
41984xxxx9 a.j*********@e**********.com 115 121
Boardwalk Wealth Management - Financial Advising 341 E Huron St Suite 3, Ann Arbor, MI 48104
73447xxxx0 fad*@b**********.com 5 14
Gregory Wagoner - Financial Advisor, Ameriprise Financial Services 5954 Renaissance Pl Ste D, Toledo, OH 43623
41984xxxx8 dns*****@a***.com
Edward Jones - Financial Advisor: Mark A Wilks 5620 Mayberry Square E Sylvania, OH 43560
41988xxxx3 acc**********@e**********.com 86429 97000
Edward Jones - Financial Advisor: Fred G Swank Jr 15600 S Telegraph Rd Unit B Monroe, MI 48161
73424xxxx2 a.j*********@e**********.com 260
Diversified Funding Services 4617 Monac Dr, Toledo, OH 43623 41947xxxx6
Rehmann 7124 W Central Ave, Toledo, OH 43617
41986xxxx8 acc****************@r******.com 4307 166 4300
Christopher J Kec - Financial Advisor, Ameriprise Financial Services, LLC 137 W 3rd St, Perrysburg, OH 43551
41935xxxx8 dns*****@a***.com 5.02
Baker Financial Group 7135 Sylvania Ave Ste 2B, Sylvania, OH 43560
41984xxxx0 drb@b**************.com 4.9 166 731 498 733
Edward Jones - Financial Advisor: Robert Thomas 6600 Sylvania Ave Ste A3 Sylvania, OH 43560
56720xxxx6 acc**********@e**********.com 86429 97000
Hantz Financial Services - Ann Arbor, Michigan 2400 Green Rd, Ann Arbor, MI 48105
73476xxxx5 a.m******@h*********.com 5 1
CF Retirement Planning, LLC 31357xxxx7
B Colleen Wagoner - Ameriprise Financial Services, Inc. 5217 Monroe St, Toledo, OH 43623
41984xxxx8 b.c**************@a***.com
Price, Michael, AGT 2727 N Holland Sylvania Rd, Toledo, OH 43615
41984xxxx8 ame******************@a***.com
Jeffrey Radford - Associate Financial Advisor, Ameriprise Financial Services, LLC 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx5 dns*****@a***.com
Morgan Stanley Wealth Management 7124 W Central Ave, Toledo, OH 43617
41984xxxx1 aal*******@m************.com 112908 3039
Aaron M Stark - Edward Jones 2262 Centennial Rd Toledo, OH 43617
41951xxxx8 a.j*********@e**********.com 5 1 90 91
Pan American Express Inc 5110 Stickney Ave, Toledo, OH 43612
41972xxxx6 aar**@a**************.com 3 3 902347
Four Financial Management 777 E Eisenhower Pkwy #740, Ann Arbor, MI 48108 73427xxxx2 4 1
All About You, Investment Solutions, LLC. 4930 N Holland Sylvania Rd # C, Sylvania, OH 43560
41988xxxx6 rob***********@l**.com 5 2
Chad Nyitray - Financial Advisor, Ameriprise Financial Services, LLC 2950 S State St Ste 360, Ann Arbor, MI 48104
dns*****@a***.com
Malhoit & Associates - Ameriprise Financial Services 5954 Renaissance Pl Ste A, Toledo, OH 43623
41972xxxx3 bar**************@a***.com
Secure Future Investor Serving theTemperance Area 86653xxxx2
Richard Desautels - Financial Advisor, Ameriprise Financial Services, LLC 5911 Renaissance Pl Ste A, Toledo, OH 43623
41988xxxx8 ric****************@a***.com
Ohio National Caputo Agency 3130 Executive Pkwy Fl 7, Toledo, OH 43606 41953xxxx8
Findley Wise Wealth Management 5757 Monroe St, Sylvania, OH 43560
41931xxxx0 aar*******@u**.com
Neil Garrison - Raymond James 7261 W Central Ave, Toledo, OH 43617
41921xxxx0 tea*@h**************.com
The Cameron Company, LLC 2216 Pemberton Dr, Toledo, OH 43606 41946xxxx7
The Retirement Group 1 S Saint Clair St Ste 2A, Toledo, OH 43604
41959xxxx4
Laura Harrison: Financial Advisor
41935xxxx1 a@f***************.com 5 33 549 36 565
Costello Financial Planning 103 E Liberty St #202A, Ann Arbor, MI 48104
73461xxxx3 cfp@c*********.com 5 1
Edward Jones - Financial Advisor: Theresa Ritter 3550 Executive Pkwy Ste 6 Toledo, OH 43606
41953xxxx6 a.j*********@e**********.com
Pandoras Box 73481xxxx3 bus****@y****.com
Ameriprise Financial Advisors 5911 Renaissance Pl Ste A Toledo, OH 43623 41988xxxx8
Luedtke, Rick, AGT 4159 N Holland Sylvania Rd, Toledo, OH 43623
41984xxxx5 dea**********@a***.com
Patrick R Convery - Ameriprise Financial Services 6060 Renaissance Pl Ste H Toledo, OH 43623
41972xxxx9 abr**************@a***.com 5 1 166 165
Edward Jones - Financial Advisor: Jennifer A Panczyszyn 4646 Nantuckett Dr Toledo, OH 43623
41984xxxx7 acc**********@e**********.com 159
Marvelous Retirement Planners 6029 Renaissance Pl Ste B Toledo, OH 43623
41946xxxx0 mar***@m**************************.com
Edward Jones - Financial Advisor: Melanie Connelly 4029 W Central Ave Toledo, OH 43606
41953xxxx3 a.j*********@e**********.com 5 4 93
Sara Mehraban - Financial Advisor, Ameriprise Financial Services, LLC 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx3 dns*****@a***.com 5.01
Thrive Retirement Specialists
83321xxxx3 awa****@t***********.com 5 11
Gould Ruma Financial Advisors 3231 Central Park W Ste 211 Toledo, OH 43617
41984xxxx0 ant****@g********.com
Custom Wealth Solutions 41081 Ann Arbor Rd E, Plymouth, MI 48170
73484xxxx0 bry**@c********************.com 3.3 7 128 147
Mercer Advisors Wealth Management 2373 Oak Valley Dr #110, Ann Arbor, MI 48103
73466xxxx0 aar********@m*************.com 5 2 2769 28 2800
Informative Financial Services 4159 N Holland Sylvania Rd Ste 104, Toledo, OH 43623
41988xxxx4 adm**@w**********.com
LPL Financial 7433 Jackman Rd, Temperance, MI 48182
73422xxxx0 ada*@m********.com 5 1
Austin Associates 7205 W Central Ave, Toledo, OH 43617
41984xxxx1 amo****@a***************.com 191
Tina S Jordan - Private Wealth Advisor, Ameriprise Financial Services, LLC 2727 N Holland Sylvania Rd # K, Toledo, OH 43615
41984xxxx8 sta**********@a***.com 114 120
Parlan Financial Corp 6011 Renaissance Pl Ste 3, Toledo, OH 43623 41988xxxx0
Edward Jones - Financial Advisor: Dylan M Clement 3971 Navarre Ave Oregon, OH 43616
41969xxxx8 a.j*********@e**********.com 434 10 461
Ron Erdmann - Benchmark Mortgage 3230 Central Park W Ste 200A Toledo, OH 43617
41951xxxx9 5 1
Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS™ 4029 W Central Ave, Toledo, OH 43606
41953xxxx3 a.j*********@e**********.com
Joshua Periord - Associate Financial Advisor, Ameriprise Financial Services, LLC 9364 Apple Crest Dr, Saline, MI 48176
73442xxxx6 dns*****@a***.com 5.01
Green Dolgin Wealth Management - UBS Financial Services Inc. 5757 Monroe St, Sylvania, OH 43560
41931xxxx3 abc***@u**.com
Edward Jones 5620 Mayberry Sq S, Sylvania, OH 43560
41988xxxx3 a.j*********@e**********.com 86453 97000
Cocke Seffernick Wealth Management - UBS Financial Services Inc. 5757 Monroe St, Sylvania, OH 43560
41931xxxx6 abc***@u**.com
Premiere Financial Partners 1690 Woodlands Dr Ste 100, Maumee, OH 43537 41989xxxx4
Chart Advisors Inc 7952 Secor Rd, Lambertville, MI 48144
73485xxxx0 lpr*****@s*******.com 3.1 9
3 16
Bespoke Financial Planning LLC 32674 Woodbrook Dr, Wayne, MI 48184
31353xxxx8 joh*@b**************.co 5 11 104
Structured Wealth Management 2778 Centennial Rd Suite A, Toledo, OH 43617
41951xxxx7 ate***@s*************.com 49
Eric Fox - Financial Advisor, Ameriprise Financial Services, LLC 1310 S Main St #14, Ann Arbor, MI 48104
73499xxxx6 dns*****@a***.com 3.611
Stephen Hartwig - Financial Advisor, Ameriprise Financial Services, LLC 12455 Dix Toledo Rd, Southgate, MI 48195
73428xxxx0 dns*****@a***.com 5.03
Edward Jones 7107 W Central Ave, Toledo, OH 43617
41984xxxx9 a.j*********@e**********.com 86175 96000
Financial Partn Creative 2222 Centennial Rd, Toledo, OH 43617 41987xxxx6 bxx*******@c***************************.com 4.2 5
Edward Jones - Financial Advisor: John P Farr 4222 W Alexis Rd, Toledo, OH 43623
41947xxxx6 a.j*********@e**********.com 87483 100000
Edward Jones - Financial Advisor: Bob Meeker 5800 Monroe St Bldg F Sylvania, OH 43560
41988xxxx0 a.j*********@e**********.com 84
Timothy Roberts & Associates LLC 2750 Carpenter Rd Suite 7, Ann Arbor, MI 48108
73425xxxx4 inf*@t****************.com 4.8 17 287
Foresight Capital Management Advisors, Inc. 1205 Industrial Dr, Saline, MI 48176
73442xxxx0 bg@f**********.net 4 4
Advanced Accounting 8336 Monroe Rd # 101, Lambertville, MI 48144
73485xxxx8 acc*****@a*****************.com 5 7 1952
Rachel Keesey - UBS Financial Services Inc. 5757 Monroe St, Sylvania, OH 43560
41931xxxx4 abc***@u**.com
Holmes Financial Partners 2735 N Holland Sylvania Rd, Toledo, OH 43615
41951xxxx0 jak*@h*******.com
Joshua Williams - RBC Wealth Management Financial Advisor 7150 Granite Cir Ste 203, Toledo, OH 43617
56745xxxx3 wms**********@r**.com 12318 14000
Hantz Financial Services - Taylor, Michigan 22919 Eureka Rd, Taylor, MI 48180
73467xxxx1 a.m******@h*********.com 5 1
Vantage Financial Group - Toledo 5800 Monroe St Building A, Suite 4, Sylvania, OH 43560
56740xxxx2 dst*******@v*****.com 5 2
Strategic Resources Planning 3341 W Bancroft St, Ottawa Hills, OH 43606
41975xxxx7
Touchstone Wealth Partners - UBS Financial Services Inc. 5757 Monroe St, Sylvania, OH 43560
41931xxxx0 abc***@u**.com
Wilcox Financial 3400 Executive Pkwy Ste 2 Toledo, OH 43606
41953xxxx7 cj@w**************.com
Indicator Advisory 235 14th St Ste 508 Toledo, OH 43604
41972xxxx0 joh*******@i****************.com
DreamSquad Financial Services 4227 Monroe St, Toledo, OH 43606
88833xxxx6 dd0*****************************@s*****.wixpress 5 8 1462
5 44
Ronda Cobb, the Money Coach
41944xxxx5 3d@r***********.com 5 8
Oliver Financial Planning, LLC 202 E Washington St #303, Ann Arbor, MI 48104
73492xxxx2 cli**@o*************.com
Sharain L.Taylor, Financial Advisor, CRPC 4621 Park Rd, Ann Arbor, MI 48103
21494xxxx9 sta****@p**********.com 4.25
Kevin Darrow - Financial Advisor, Ameriprise Financial Services, LLC 1310 S Main St #14, Ann Arbor, MI 48104
73499xxxx6 dns*****@a***.com 5.01
Darden Wealth Group 415 Detroit St #100, Ann Arbor, MI 48104
73429xxxx0 and***@d***********.com 5 2
Curtis Beagle - Financial Advisor, Ameriprise Financial Services, LLC 118 W Maumee St, Adrian, MI 49221
51726xxxx7 dns*****@a***.com 5 1
Jeff Traudt - State Farm Insurance Agent 2828 Central Ave Toledo, OH 43606
41947xxxx6 je**@j*********.com 4.9 104 1 1
Vandervlucht, Brad 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 ame******************@a***.com
Simpson, James E CLU ChFC 3450 W Central Ave, Toledo, OH 43606 41953xxxx1
Scott McKinnie - Financial Advisor, Ameriprise Financial Services, LLC 12455 Dix Toledo Rd, Southgate, MI 48195
73428xxxx0 dns*****@a***.com 5.01
Ameriprise Financial 413 Superior St, Rossford, OH 43460
41966xxxx1 ame******************@a***.com 132827
TIAA Financial Services 777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108
86684xxxx9 ada*********@t***.org 3 3
AssetDynamics Wealth Management 3335 Meijer Dr Ste 100, Toledo, OH 43617
41984xxxx0 aga*****@a************.com
Bush, Kevin 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 dav***************@a***.com 458 493
Edward Jones - Financial Advisor: Don Ahl 5678 Main St, Sylvania, OH 43560
41988xxxx2 a.j*********@e**********.com 85287
Mark Kruse - Financial Advisor, Ameriprise Financial Services 5911 Renaissance Pl Ste A, Toledo, OH 43623
41988xxxx0 dns*****@a***.com 4
Morgan Stanley Wealth Management 7311 Crossleigh Ct, Toledo, OH 43617
41984xxxx0 acm***********@m************.com
Peak Wealth Management, LLC 41011 Ann Arbor Rd, Plymouth, MI 48170
73468xxxx5 gwe*@p*****.com 5 88 746 130 1500
Individual Financial Planning 37229 Huron River Dr, New Boston, MI 48164
73475xxxx1 b@i*****.net 5 4
Edward Jones - Financial Advisor: David M Abalos 3419 Sterns Rd, Lambertville, MI 48144
73485xxxx3 a.j*********@e**********.com 86175 96000
Bruce Parmenter - Financial Advisor, Ameriprise Financial Services, LLC 12455 Dix Toledo Rd, Southgate, MI 48195
73428xxxx0 dns*****@a***.com 5.03
Edward Jones - Financial Advisor: Bob Heisler, AAMS™ 7255 Crossleigh Ct Ste 101, Toledo, OH 43617
41984xxxx0 a.j*********@e**********.com
Daniel Herzig 3410 Secor Rd Suite 510 Suite 510, Toledo, OH 43606 41938xxxx0 5
Nick Hawk - Registered Practice Associate, Ameriprise Financial Services, LLC 19727 Allen Rd Ste 21, Brownstown Charter Twp, MI 48183
73467xxxx0 dns*****@a***.com
True Alpha Wealth Management 3130 Executive Pkwy Suite 2F, Toledo, OH 43606
41983xxxx9 bri**@t**********.com 5 1 183 3 195
Kruse, Mark, AGT 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 ame******************@a***.com
Arbor Trust Wealth Advisors 825 Victors Way UNIT 150, Ann Arbor, MI 48108
73438xxxx4 ase********@a*********.com 5 1
Douglas Pyle - Financial Advisor, Ameriprise Financial Services 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 dns*****@a***.com
Merrill Lynch Financial Advisor Matthew Darah 4908 Whiteford Rd, Toledo, OH 43623
41925xxxx8 ale*********@m*.com
Edward Jones - Financial Advisor: Shawn R Siddall 1122 W Front St Monroe, MI 48161
73424xxxx0 acc**********@e**********.com 86429 97000
American Express 4100 Bennett Rd, Toledo, OH 43612
88842xxxx9 aar**@a**************.com 900314
Lancz Alan B & Associates 2400 N Reynolds Rd Toledo, OH 43615
41953xxxx0 abl@a********.com 1 1
Carelton E Averill 2600 N Reynolds Rd, Sylvania Twp, OH 43615 41953xxxx2
Parker T Wall - Financial Advisor, Ameriprise Financial Services 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 dav***************@a***.com
Wright Financial Group, LLC 5911 Renaissance Pl suite c, Toledo, OH 43623
41988xxxx7 dwr****@w*******************.com 5 9
Craig Noonan - Private Wealth Advisor, Ameriprise Financial Services, LLC 835 Mason St b280, Dearborn, MI 48124
31321xxxx4 dns*****@a***.com 5.01
North Star Financial Advisors 415 Detroit St #100, Ann Arbor, MI 48104
73421xxxx0 fir**@n**********.com
Drew Fitzmorris - Financial Advisor, Ameriprise Financial Services, LLC 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx0 dns*****@a***.com 5 1
Private Wealth Consultants 6591 W Central Ave, Toledo, OH 43617 41984xxxx4
Edward Jones - Financial Advisor: Marci Bennitt 7107 W Central Ave Toledo, OH 43617
41984xxxx9 acc**********@e**********.com 44 45
Lotus Financial Services 11 Scott St Monroe, MI 48161
73445xxxx0 jsm***@l**************.com 4.7 12
Kevin Bush - Associate Manager, Ameriprise Financial Services 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 dav***************@a***.com 459 498
Christopher Millio - Private Wealth Advisor, Ameriprise Financial Services, LLC 216 W Michigan Ave Ste 1, Saline, MI 48176
73447xxxx3 dns*****@a***.com 5 1
Edward Jones - Financial Advisor: Nicholas D Abalos 1608 Smith Rd, Temperance, MI 48182
73484xxxx9 a.j*********@e**********.com 5 2
Rick Cocke - UBS Financial Services Inc. 5757 Monroe St, Sylvania, OH 43560
41931xxxx6 abc***@u**.com
Jansen & Associates - Ameriprise Financial Services, LLC 6010 Eagle Trace Dr, Ypsilanti Charter Twp, MI 48197
73454xxxx4 dns*****@a***.com 5.01
Ayers Wealth Management 2815 Dustin Rd, Oregon, OH 43616
41972xxxx1 jer***@a******.com 49 4 53
Edward Jones - Financial Advisor: Troy T Forgette, CFP®|AAMS™|CRPC™ 7319 Lewis Ave, Temperance, MI 48182
73484xxxx4 a.j*********@e**********.com 5 1 86450 97000
Finance Holt 7644 Kings Pointe Rd, Toledo, OH 43617 41972xxxx0 hco******@h**********.com 4 4
Nicholas Millio - Financial Advisor, Ameriprise Financial Services, LLC 216 W Michigan Ave Ste 1, Saline, MI 48176
73447xxxx3 dns*****@a***.com
Trust Baby Financial Planning 88894xxxx2
Laura Harrison: Financial Advisor 8336 Monroe Rd # 101, Lambertville, MI 48144
73485xxxx8 acc*****@a*****************.com 5 7 4.7 42 1940 1900
Edward Jones - Financial Advisor: Anthony Ruiz, CFP®|CPWA® 6600 Sylvania Ave. A3, Sylvania, OH 43560
41982xxxx2 a.j*********@e**********.com 86453 97000
Contemporary Financial Planning-Investment Mgmt 4159 N Holland Sylvania Rd Ste 201 Toledo, OH 43623 41988xxxx1
Edward Jones - Financial Advisor: Mark A Wilks 6012 Renaissance Pl Ste C Toledo, OH 43623
41982xxxx0 acc**********@e**********.com 86429 97000
Bush & Associates-Ameriprise Financial Services 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 dav***************@a***.com 457
Sitrling Capital LTD 3015 Navarre Ave, Oregon, OH 43616 41972xxxx0
James Periord Jr - Financial Advisor, Ameriprise Financial Services, LLC 9364 Apple Crest Dr, Saline, MI 48176
73442xxxx6 dns*****@a***.com 5.01
Transamerica Financial Advisors 3410 Briarfield Blvd A, Maumee, OH 43537 41948xxxx0 5 5
Ian Malhoit - Financial Advisor, Ameriprise Financial Services, LLC 5954 Renaissance Pl A, Toledo, OH 43623
41972xxxx5 bar**************@a***.com
Bechtel Financial Services, Inc. 1745 Indian Wood Cir Ste 265, Maumee, OH 43537
41989xxxx0 eva*********@c***********.com
Steven Burgett - Financial Advisor, Ameriprise Financial Services, LLC 2370 W Jefferson Ave, Trenton, MI 48183
73467xxxx1 dns*****@a***.com 5.01
TWDS Group 7150 Granite Cir Ste 203, Toledo, OH 43617
56745xxxx8 rbc*********@r**.com 12815
SJS Investment Services 6711 Monroe St Suite 4A, Sylvania, OH 43560
41988xxxx6 agr******@s********.com 5 1 364 6
Joseph Siekierda - Financial Advisor, Ameriprise Financial Services, LLC 1042 Sutton Rd Ste 2B, Adrian, MI 49221
51726xxxx2 dns*****@a***.com 3.73
William Vaughan Company 145 Chesterfield Ln Maumee, OH 43537
41989xxxx0 all***@w***.com 3.4 5 4.8 26 402 115 466
Charles Schwab 5800 Monroe St # 10, Sylvania, OH 43560
41988xxxx0 app*******************@s*****.com
Retirement Planning Toledo | Varsity Wealth Management 5800 Monroe St, Sylvania, OH 43560
56740xxxx1 j.s****@l**.com
Shawn Bumgardner - Private Wealth Advisor, Ameriprise Financial Services, LLC 12455 Dix Toledo Rd, Southgate, MI 48195
73428xxxx0 dns*****@a***.com 5 1
W A Smith Financial 1446 Reynolds Rd, Maumee, OH 43537
41979xxxx6 aar*****@e******.com
Griffis, J Craig, AGT 2244 Centennial Rd, Toledo, OH 43617
41984xxxx0 ame******************@a***.com
The Retirement Guys Network 1700 Woodlands Dr Suite 10, Maumee, OH 43537 41984xxxx0
Chris Walker Sr - Private Wealth Advisor, Ameriprise Financial Services, LLC 137 W 3rd St, Perrysburg, OH 43551
41935xxxx8 dns*****@a***.com 5 1
Whetro Advisors 4169 N Holland Sylvania Rd Ste 103 Toledo, OH 43623
41982xxxx0 con******@w*************.com 5 4 156 218
Ryan Sopko: Primerica - Financial Services 3601 W Alexis Rd, Ste 101-A, TOLEDO, OH 43623
41991xxxx9 adk******@b**.net 5 23
4.5 111
American Express Financial Advisors 6400 Monroe St Ste C Sylvania, OH 43560
41988xxxx5 ame****************@e*.ameriprise 132797 134000
Richard Desautels - Financial Advisor, Ameriprise Financial Services 5911 Renaissance Pl Ste A, Toledo, OH 43623
41988xxxx8 dns*****@a***.com
Edward Jones - Financial Advisor: Bob Heisler 7255 Crossleigh Ct Ste 101 Toledo, OH 43617
41984xxxx0 acc**********@e**********.com 5
Retirement Income Solutions 2301 Platt Rd #300, Ann Arbor, MI 48104
73476xxxx7 aar********@r**********.com 5 2
Lancz Alan B & Associates Inc 2400 N Reynolds Rd, Toledo, OH 43615
41953xxxx0 abl@a********.com
Proverbs Financial Advisory 41987xxxx8 5 3
ArborFi Advisors 2395 S Huron Pkwy #101, Ann Arbor, MI 48104
73434xxxx0 ksl****@a******.com
Malhoit & Associates - Ameriprise Financial Services, LLC 5954 Renaissance Pl A, Toledo, OH 43623
41972xxxx3 bar**************@a***.com
Edward Jones - Financial Advisor: Anthony Ruiz, CFP®|CPWA® 6600 Sylvania Ave, Sylvania, OH 43560
41982xxxx2 a.j*********@e**********.com
Ameriprise Financial Advisors - Wagoner, Wagoner & Associates 5954 Renaissance Pl Ste D Toledo, OH 43623
41984xxxx8 dns*****@a***.com
Luedtke Rick D 5217 Monroe St, Toledo, OH 43623
41984xxxx5 dns*****@a***.com
Jeffery Coutcher 5911 Renaissance Pl Ste A, Toledo, OH 43623 41988xxxx0
Natcity Investments 5826 Lewis Ave, Toledo, OH 43612 41947xxxx7
Pearl Planning Dexter 8031 Main St #302, Dexter, MI 48130
73427xxxx4 ale**@p********.com 5 5 352 11 413
Shaw John 333 N Summit St Ste 1400, Toledo, OH 43604 41925xxxx0
Wells Fargo Advisors 1 Seagate, Toledo, OH 43604
41924xxxx0 a-w***************@w*****************.com 189215
Contemporary Financial Planning 4169 N Holland Sylvania Rd, Toledo, OH 43623
41988xxxx1
Edward Jones - Financial Advisor: Troy T Forgette 7319 Lewis Ave Temperance, MI 48182
73484xxxx4 a.j*********@e**********.com 97
American Express Financial Advisors 1288 Valetta Dr Temperance, MI 48182 73484xxxx6
Summit Wealth Management Group - UBS Financial Services Inc. 5757 Monroe St, Sylvania, OH 43560
41931xxxx7 abc***@u**.com
Kevin James Conant: Primerica - Financial Services 3601 W ALEXIS Rd Ste 101B, TOLEDO, OH 43623
63657xxxx7 adk******@b**.net 148325 3548 158000