Business List: Financial Planner in Brandon Charter Township, MI, USA

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Edward Jones - Financial Advisor: Shane Myas 1801 Breton Rd SE, Grand Rapids, MI 49506
61694xxxx7 a.j*********@e**********.com
Voisard Asset Management Group 99 Monroe Ave NW Ste 504, Grand Rapids, MI 49503
61698xxxx8 bba***@v***********.com
Daniel Krug & Assoc 8040 Ortonville Rd Ste D Clarkston, MI 48348
24862xxxx8 cli***********@m*****.com
planned financial services llc 5980 S Main St, City of the Village of Clarkston, MI 48346 24862xxxx4 5 1
Bank of America ATM (Drive-thru) 7990 Ortonville Rd, City of the Village of Clarkston, MI 48348
84440xxxx0 ban**********@e****.bankofamerica 5 1 5 12 102 89 102
Bank of America ATM (Drive-thru) 9120 Highland Rd, White Lake, MI 48386
84440xxxx0 ale*********@m*.com 1 1 957330 29
Edward Jones 2221 Plainfield Ave NE Ste 103, Grand Rapids, MI 49505
61636xxxx3 a.j*********@e**********.com 86327 97000
Edward Jones - Financial Advisor: Evan Bowling 5020 E Beltline Ave NE Ste 104d, Grand Rapids, MI 49525 61636xxxx9
Elite Wealth Management 2050 Celadon Dr NE Ste D, Grand Rapids, MI 49525
61680xxxx3 632*************************************@w*****************.com
Tax Shark CPA's PLLC
24837xxxx0 fil***@g******.com 5 18
Edward Jones 1179 E Paris Ave SE Ste 120, Grand Rapids, MI 49546
61628xxxx7 a.j*********@e**********.com 86327 97000
Denny Mosson - Financial Advisor, Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61697xxxx6 ash***********@a***.com
Jackson Hewitt Tax Service 4217 Highland Rd, Waterford Twp, MI 48328
24868xxxx7 4.5 80 265810 8926 264000
Credit Union ONE 3805 Highland Rd, Waterford Twp, MI 48328
80045xxxx2 awi**@t*************.com
AM1ST Financial
24881xxxx0 5 2
Noorman, Rick, AGT 2851 Charlevoix Dr SE, Grand Rapids, MI 49546
61657xxxx3 ame******************@a***.com
Jackson Hewitt Tax Service 9190 Highland Rd, White Lake Charter Township, MI 48386
24868xxxx7 4.5 10 265810 8926 264000
Money Concepts-Rockford 355 Northland Dr NE, Rockford, MI 49341
61681xxxx9 a.d******@m************.com
NORTHERN FINANCIAL ADVISORS 74 E Long Lake Rd #200, Bloomfield Hills, MI 48304
24898xxxx2 ada**@n******.com 5 3
Troy VandenBosch - Raymond James 2655 Oakley Park Rd #104, Commerce Charter Twp, MI 48390
24893xxxx0 tro*************@r***********.com 163 167
Rietsch, Souriall & Associates 4499 W Walton Blvd, Waterford Twp, MI 48329
24867xxxx2 emi**@r****************.com 4.8 18 5 12 102 89 102
Redfield Financial Group 4020 E Beltline Ave NE Ste 101, Grand Rapids, MI 49525
61644xxxx0 dte******@r*********************.com
Edward Jones - Financial Advisor: Angela Johnson 2755 Fuller Ave NE, Grand Rapids, MI 49505
61644xxxx4 a.j*********@e**********.com
Nelson Schrader - Financial Advisor, Ameriprise Financial Services 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546
61645xxxx0 ale**************@a***.com 217 2 227
U.S. Trust 40 Pearl St NW, Grand Rapids, MI 49503
61645xxxx9 aar************@u******.com
TAMMA Capital 6054 Strawberry Cir, Commerce Charter Twp, MI 48382
24886xxxx9 ahu*****@t***********.com 5 18 169 187
SS&H Financial Advisors, Inc 50 W Big Beaver Rd, Troy, MI 48084
24853xxxx5 bag@s**********.com 4.77
Ameriprise Financial Services 2960 Lucerne Dr SE, Grand Rapids, MI 49546 61657xxxx3
Edward Jones - Financial Advisor: Mark D Asma 1179 E Paris Ave SE Ste 120, Grand Rapids, MI 49546
61628xxxx7 acc**********@e**********.com
Edward Weidman - Financial Advisor, Ameriprise Financial Services, LLC 39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304
58625xxxx8 dns*****@a***.com 5.01
Blumark Financial Advisors 6915 Rochester Rd #400, Troy, MI 48085
24828xxxx7 dns*****@a***.com 3.7 6
Jay Smith - Raymond James 28 S Washington St #204, Oxford, MI 48371
24862xxxx9 aar************@r***********.com 17426 18000
Forest Hills Financial, Inc. 3210 Eagle Run Dr NE Ste 104, Grand Rapids, MI 49525
61694xxxx6 5 1
Accounting Department Inc 2625 Oakley Park Rd, Commerce Charter Twp, MI 48390
24862xxxx3 bar****@t******.com 5 2
Grantham & Associates 620 Kent Ln, White Lake, MI 48386
24827xxxx8 evo***@g************.com
Clausing Financial Group 4135 Embassy Dr SE, Grand Rapids, MI 49546
61697xxxx2 cor**********@l**.com
Bank of America (with Drive-thru ATM) 9120 Highland Rd, White Lake Charter Township, MI 48386
24869xxxx1 ale*********@m*.com 2.4 20 957329 29
Edward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™ 825 Parchment Dr SE Ste 200, Grand Rapids, MI 49546
61695xxxx9 a.j*********@e**********.com 86327 97000
COLE SMART CPA 3821 Elizabeth Lake Rd, Waterford Twp, MI 48328
24882xxxx8 ann@c***********.com 5 1
Rochester Wealth Strategies 439 S Main St Suite 250, Rochester, MI 48307
24843xxxx0 inf*@r************************.com 5 37
Fitzpatrick Financial Services Inc 4625 W Walton Blvd, Waterford Twp, MI 48329
24867xxxx8 dj@f*****.com 4.3 7
Scott Aderholdt Financial Coaching
24824xxxx5
Ryan Weaver - Financial Advisor, Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61697xxxx3 dns*****@a***.com 157 157
Variable Concepts Inc 161 Ottawa Ave NW Ste 204, Grand Rapids, MI 49503
61677xxxx5 akr********@v***************.com
Edward Jones - Financial Advisor: David Johnson 6355 Belmont Ave NE Ste 160, Belmont, MI 49306
61636xxxx0 a.j*********@e**********.com 5 2 312 324
Blumark Financial Advisors - Ameriprise Financial Services, LLC 39500 Orchard Hill Pl Suite 150, Novi, MI 48375
24828xxxx7 dns*****@a***.com 3.76
Fidelity Investments 3480 28th St SE, Grand Rapids, MI 49512
80022xxxx3 a61****@f*******.com 3.4 29 324402 344000
William D Johnson - Financial Advisor, Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61695xxxx0 dns*****@a***.com
Ubs Ag 333 Bridge St NW Ste 1100, Grand Rapids, MI 49504
61645xxxx1 aar*******@u**.com 229846 242000
Thrivent Financial For Lutherans 4350 Plainfield Ave NE, Grand Rapids, MI 49525
61636xxxx2 adm**@d***********.com
Maloof, Robert 5020 E Beltline Ave NE, Grand Rapids, MI 49525 61636xxxx9
Ameriprise - David G Thayler 2025 E Beltline Ave SE Ste 200, Grand Rapids, MI 49546
61698xxxx6 ame******************@a***.com
Symmetrical Solutions - Your Accounting Partners
61695xxxx5 bob@s********************.com 4.3 6 5 8 332 399
ATD Solutions LLC 6521 Citation Dr Ste 100, City of the Village of Clarkston, MI 48346
24862xxxx7 c18*****************************@s*****.wixpress
MassMutual MidMichigan 99 Monroe Ave NW Ste 700, Grand Rapids, MI 49503
61644xxxx5 ann***@m*********.com 1250 1200
Edward Jones - Financial Advisor: Kevin J Miller 2311 E Beltline Ave SE Ste 101, Grand Rapids, MI 49546
61694xxxx0 acc**********@e**********.com
Carano Scott 634 Front Ave NW Ste 400, Grand Rapids, MI 49504 61664xxxx0
Grand Rapids, MI Branch Office - UBS Financial Services Inc. 333 Bridge St NW Ste 1100, Grand Rapids, MI 49504
61673xxxx3 abc***@u**.com
Matt Lindgren - Financial Advisor, Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61697xxxx9 dns*****@a***.com
Edward Jones 2121 Celebration Dr NE Ste 650, Grand Rapids, MI 49525
61636xxxx5 a.j*********@e**********.com
IS2 - Inventory Support Services 21 S Main St, City of the Village of Clarkston, MI 48346 80027xxxx4 3
Pathway Financial Design 7152 Knapp St NE, Ada, MI 49301
61668xxxx4 ada******@p********.com
ASL Tax & Consulting Swartz Creek, MI 48473
81037xxxx5 inf*@a***************.com 45 55
Mary E VanderWal - Financial Advisor, 99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services 99 Monroe Ave NW, Grand Rapids, MI 49503
61677xxxx3 dan************@c************************.com
Sloniker & Woodgate PC 6565 Highland Rd, Waterford Twp, MI 48327
24866xxxx5 4.3
DMK Financial Services 8490 Englewood Dr, City of the Village of Clarkston, MI 48346 24862xxxx0
Zerbo Consulting Group, PC 8451 Boulder Ct Suite 200, Commerce Charter Twp, MI 48390
24896xxxx8 inf*@z*******************.com 3.8
The Retirement Advantage, MI 7020 Old Farm Trl, Almont, MI 48003
58633xxxx8 bi**@t***********************.com 5 10 5 5 129 140
Shawn Fair - Thrivent 161 Ottawa Ave NW Ste 110M, Grand Rapids, MI 49503
58624xxxx6 ann************@t*******.com
Edward Jones - Financial Advisor: Andrew Hunter, CFP® 21 N Washington St, Oxford, MI 48371
24862xxxx1 a.j*********@e**********.com 5 1 86450 97000
Society For Lifetime Planning 1111 W Long Lake Rd # 300, Troy, MI 48098
24895xxxx4 and***@l***************.com 5 1
Deuker, Eric, AGT 630 Kenmoor Ave SE, Grand Rapids, MI 49546
61660xxxx7 ame******************@a***.com
Strategic and Innovative Design Detroit, MI 48214 31337xxxx2
Ameriprise Financial 4467 Cascade Rd SE Ste A4499, Grand Rapids, MI 49546
61657xxxx0 ame******************@a***.com
H&R Block 5318 Dixie Hwy, Waterford Twp, MI 48329
24862xxxx6 aa@h******.com 4.7 93 555021 25149 552000
Ameriprise Financial Services Inc 2851 Charlevoix Dr SE, Grand Rapids, MI 49546 61628xxxx9
Strategies Wealth Advisors 3333 Grand Ridge Dr NE, Grand Rapids, MI 49525
61671xxxx7 ble******@s***************.com
Midwest Tax Service Southfield, MI 48075
83364xxxx9 c18*****************************@s*****.wixpress
Walters Financial Group 7410 M E Cad Blvd Suite B, City of the Village of Clarkston, MI 48348
24862xxxx7 car**@w********************.com 5.02 62 66
Maritime Tax & Accounting 5824 Dixie Hwy, Waterford Twp, MI 48329
24862xxxx0 cus************@m****************.com 3.8 12 4.8 22 182 23 186
Foguth Financial Group, LLC 8031 Ortonville Rd Ste 170, City of the Village of Clarkston, MI 48348
81052xxxx0 abu****@f**************.com 4.9 158 98 2400
Edward Jones - Financial Advisor: Craig J Taetsch, CFP®|CEPA® 1195 Wilson Ave NW Ste 100, Walker, MI 49534
61645xxxx9 a.j*********@e**********.com
Alliance Catholic Credit Union 7875 Cooley Lake Rd, West Bloomfield Township, MI 48324 87795xxxx8 4 17
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services 3351 Eagle Run Dr NE Ste D, Grand Rapids, MI 49525
61636xxxx9 amy*****@a***.com
Brandenburg Capital Management Corp 242 Carlton Ave SE, Grand Rapids, MI 49506
61655xxxx7 dan@b***************************.com
H&R Block 3050 Union Lake Rd Unit 8E, Commerce Charter Twp, MI 48382
24836xxxx4 agi***@a*.nv 4.6 131 555021 25149 552000
Calder Investment Advisors 96 Monroe Center St NW Unit 305, Grand Rapids, MI 49503 61623xxxx2
Ameriprise Financial 3501 Lake Eastbrook Blvd SE Ste 256, Grand Rapids, MI 49546
61695xxxx6 ame******************@a***.com
Ameriprise Financial 975 Spaulding Ave SE Ste D, Ada, MI 49301
61697xxxx8 ame******************@a***.com
CAPTRUST 8031 M-15 #200, City of the Village of Clarkston, MI 48348
24862xxxx0 ant************@c*******.com 1 1 406 59 515
Wealthcare Capital Management 625 Kenmoor Ave SE Ste 301, Grand Rapids, MI 49546
61620xxxx1
Platinum Benefit Advisors Inc 2025 E Beltline Ave SE, Grand Rapids, MI 49546
87780xxxx7 bri**@p*****.com
Andy Tran - Financial Advisor, Ameriprise Financial Services 4362 Cascade Rd SE Ste 111, Grand Rapids, MI 49546
61650xxxx2 anh*******@a***.com
Tax Shark CPA's PLLC 8435 Eastway Dr, White Lake Charter Township, MI 48386
24889xxxx2 kel**@w******************.com
Old National Wealth Management 5200 Cascade Rd SE, Grand Rapids, MI 49546
61622xxxx2 ale**@t********.com 3.4 5
Waterford Bank, N.A. 5800 S Main St, City of the Village of Clarkston, MI 48346
24862xxxx5 0c3*************************************@w*****************.com 3.7 9
Mark Czarnecki - Financial Advisor, Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61697xxxx8 ash***********@a***.com
Mainstay Capital Management 10775 S Saginaw St, Grand Blanc, MI 48439
86644xxxx6 jan*@m**************.com 4.5 19 594 25
Edward Jones - Financial Advisor: Greg Wyma, CFP®|AAMS™ 678 Front Ave NW Ste 254, Grand Rapids, MI 49504
61636xxxx3 a.j*********@e**********.com 86327 97000
Hallmann Advisors CPA PC 5710 Bella Rosa Blvd # 200, City of the Village of Clarkston, MI 48348
24862xxxx7 bi**@h**********.com 4.6 19 5 7 214 40 235
Zigo & Associates, LLC 1535 Union Lake Rd, Commerce Charter Twp, MI 48382
24836xxxx0 fil**@d***********.com 3.9 15
Mariner Wealth Advisors 250 Monroe Ave NW Ste 4TH, Grand Rapids, MI 49503
24837xxxx1 aal*************@m********************.com 15 4400
99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services 99 Monroe Ave NW, Grand Rapids, MI 49503
80049xxxx1 dan************@c************************.com
Freedom Financial Services 24860xxxx6 5 1
Wells Fargo Advisors 2025 E Beltline Ave SE Ste 501, Grand Rapids, MI 49546
61697xxxx0 hos*******@w*********.com
Edward Jones - Financial Advisor: Julius Porter 5641 Sashabaw Rd Clarkston, MI 48346
24862xxxx5 a.j*********@e**********.com
Van Loo, Roger James, AGT 2851 Charlevoix Dr SE, Grand Rapids, MI 49546
61698xxxx8 dns*****@a***.com 132818 134000
Something On My Mind Personal Finance 5710 Bella Rosa Blvd # 200, City of the Village of Clarkston, MI 48348
24862xxxx7 bi**@h**********.com 4.6 19 5 7 214 40 235
Tammera Nevins - Thrivent 161 Ottawa Ave NW Ste 110M, Grand Rapids, MI 49503
61663xxxx6 adm**@d***********.com
Edward Jones - Financial Advisor: Adam Bradford 826 S Lapeer Rd Ste A Oxford, MI 48371
24862xxxx0 a.j*********@e**********.com
Ameriprise Financial 2025 E Beltline Ave SE Ste 304, Grand Rapids, MI 49546
61698xxxx6 ame******************@a***.com
Robert Church Group LLC 2974 Welch Rd, Commerce Charter Twp, MI 48390
24870xxxx0 inf*@n******.com 5 3 5 7 246
Sneller Financial Services, LLC 4545 Clawson Tank Dr #300, City of the Village of Clarkston, MI 48346
24849xxxx6 c18*****************************@s*****.wixpress 4.6 35 140
Merrill Lynch Financial Advisor Nicholas John Fioroni 3030 Cross Creek Pkwy, Auburn Hills, MI 48326
24847xxxx6 ale***********@m*.com 3.02
Chance Coda - Financial Advisor, Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61697xxxx0 ash***********@a***.com 139
Integrated Solutions Risk Management 678 Front Ave NW, Grand Rapids, MI 49504 61645xxxx6
Allen Financial Management 1120 S Lapeer Rd # 200, Oxford, MI 48371 24857xxxx1 5 1
Frattallone Wealth Management Group - Ameriprise Financial Services 6300 Fulton St E, Ada, MI 49301
61668xxxx0 dns*****@a***.com 130 133
Elmore CPA, PLLC 4275 Halkirk Dr, Waterford Twp, MI 48329 24884xxxx4 aaz***********@s******.facebook 5 7 5 12 66
Brian McCabe - Financial Advisor, Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61695xxxx5 ash***********@a***.com
National Home Lending, a division of Gold Star Mortgage Financial Group 6060 Dixie Hwy Suite G, City of the Village of Clarkston, MI 48346
24862xxxx4 1 1
Edward Jones - Financial Advisor: Scott R Hazelton 5760 Clarkston Rd Ste B Clarkston, MI 48348
24862xxxx6 a.j*********@e**********.com 86431 97000
Nock Accounting & Tax, PLC 2974 Welch Rd, Commerce Charter Twp, MI 48390
24870xxxx0 inf*@n******.com 5 3
Wells Fargo Advisors 99 Monroe Ave NW Ste 850, Grand Rapids, MI 49503
61645xxxx0 a-w***************@w*****************.com
Freedom Financial Team 901 Tower Dr Suite 420, Troy, MI 48098
24850xxxx9 ada********@f*******************.com 5 8
Edward Jones - Financial Advisor: Michael Reed 6160 Dixie Hwy Ste 260 Clarkston, MI 48346
24860xxxx7 a.j*********@e**********.com
Grand Wealth Management 200 Ottawa Ave NW Ste 401, Grand Rapids, MI 49503
61645xxxx8 ada**@w************.com 1679 52 1900
Edward Jones - Financial Advisor: Becky Anderson, CFP®|AAMS™ 99 Monroe Ave NW Ste 701, Grand Rapids, MI 49503
61645xxxx6 a.j*********@e**********.com 220 239
Roy, Pat, AGT 2025 E Beltline Ave SE, Grand Rapids, MI 49546
61698xxxx6 dns*****@a***.com
Ameriprise Financial 50 Louis St NW Ste 510, Grand Rapids, MI 49503
61645xxxx0 dns*****@a***.com
Principal Financial Group 3196 Kraft Ave SE Ste 101, Grand Rapids, MI 49512
80044xxxx5 age**************@e*******.principal
Kloth Lawrence 250 Monroe Ave NW, Grand Rapids, MI 49503 61677xxxx0
TerrySammon.com 3315 Union Lake Rd, Commerce Charter Twp, MI 48382
24871xxxx0 3 2
Frattallone, Sylvia, AGT 6300 Fulton St E, Ada, MI 49301
61668xxxx0 ame******************@a***.com 132821 134000
Edward Jones - Financial Advisor: Leah Cooley 2900 E Beltline Ave NE Ste B, Grand Rapids, MI 49525
61636xxxx2 a.j*********@e**********.com 86327 97000
Jeremy Moore - Financial Advisor, Ameriprise Financial Services 6300 Fulton St E, Ada, MI 49301
61668xxxx0 dns*****@a***.com 130 133
Secure Future Investor Serving thePlainfield Charter Township Area 86653xxxx2
Edward Jones - Financial Advisor: Chris Munson 3850 29th St SE Ste L, Kentwood, MI 49512
61694xxxx3 a.j*********@e**********.com 86327 97000
Merrill Lynch Wealth Management 250 Monroe Ave NW Ste 6TH, Grand Rapids, MI 49503
61677xxxx0 ale*********@m*.com 2.3 3
Deuel Financial Group 20 W Washington St #5, City of the Village of Clarkston, MI 48346
24892xxxx0 ash***@d******************.com 5 1
Raymond James Eastern Michigan Complex 20 W Washington St Suite 1, City of the Village of Clarkston, MI 48346
24862xxxx5 lew**************@r***********.com 5
Troy Horton - Financial Advisor, Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61697xxxx0 dns*****@a***.com
Premier Financial 2025 E Beltline Ave SE Ste 203, Grand Rapids, MI 49546
61694xxxx5 and*@p****************.com
Victor Amaya - Financial Advisor, Ameriprise Financial Services 1985 Talamore Ct SE, Grand Rapids, MI 49546
61657xxxx3 dns*****@a***.com
Life & Legacy Wealth Advisors - Ameriprise Financial Services 2851 Charlevoix Dr SE Ste 200, Grand Rapids, MI 49546
61698xxxx6 amy********@a***.com
Ameriprise Financial 7 Ionia Ave SW, Grand Rapids, MI 49503
61646xxxx5 ame******************@a***.com 132821 134000
Edward Jones - Financial Advisor: Laura J Morrison 6739 Fulton St E Ste B20, Ada, MI 49301
61667xxxx3 a.j*********@e**********.com
Edward Jones - Financial Advisor: Andrew N Bok 6440 Alpine Ave NW Ste 1, Comstock Park, MI 49321 61678xxxx2
Ameriprise Financial Advisors 894 Englewood Dr Rochester Hills, MI 48309 24837xxxx8
Brygga 5499 Perry Dr # G, Waterford Twp, MI 48329
24868xxxx7 cor***********@a***.com 4.5 80
Olari's Accounting & Tax Service 7805 Cooley Lake Rd, West Bloomfield Township, MI 48324
24836xxxx2 inf*@o*********************.com 5 3
Raymond James 601 3 Mile Rd NW Ste B, Grand Rapids, MI 49544
61664xxxx0 aar************@r***********.com
Ameriprise Financial 3333 Deposit Dr NE Ste 105, Grand Rapids, MI 49546 61695xxxx6
Edward Jones - Financial Advisor: Jim Van Stensel III 5020 E Beltline Ave NE Ste 104d, Grand Rapids, MI 49525 61636xxxx9
Edward Jones - Financial Advisor: Kyle Underwood 2311 E Beltline Ave SE Ste 101, Grand Rapids, MI 49546 61694xxxx0
Security Benefits Center LLC 3033 Orchard Vista Dr SE Ste 105, Grand Rapids, MI 49546
61671xxxx0 aal****@s*********************.com 116 3 128
Rinvelt & David 1700 E Beltline Ave NE, Grand Rapids, MI 49525
61695xxxx2 ang**@r***********.com
Edward Jones - Financial Advisor: Brian S Hanigan 720 N Lapeer Rd Ste 204 Lake Orion, MI 48362
24883xxxx2 a.j*********@e**********.com 86429 97000
Strategic Planning Services 2074 Rogue River Rd NE, Belmont, MI 49306
61644xxxx3 mik********@s*************.com
Edelman Financial Engines 5510 Cascade Rd SE Ste 280, Grand Rapids, MI 49546
83375xxxx3 aar*******@e**********************.com 18738 20 20000
Ameriprise Financial Services Inc 6701 Old 28th St SE, Grand Rapids, MI 49546
61668xxxx3 dns*****@a***.com 148
Woloson Financial Management, LLC 7608 Dixie Hwy #100, City of the Village of Clarkston, MI 48346
24862xxxx6 hen**@w***************.com
Bruce Meyers - Financial Advisor, Ameriprise Financial Services 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546
61645xxxx0 ale**************@a***.com
Kennedy Financial Group 201 W Big Beaver Rd # 1001, Troy, MI 48084
24852xxxx5 lau***@k********.com 4 1
Chris Smith - Thrivent 11985 Edgerton Ave, Cedar Springs, MI 49319
98973xxxx2 adm**@d***********.com
Norris Perne & French LLP 40 Pearl St NW, Grand Rapids, MI 49503
61645xxxx1 est****@n**********.com
Edward Jones - Financial Advisor: Richard W Sottile, AAMS™ 5060 Cascade Rd SE Ste C, Grand Rapids, MI 49546
61628xxxx8 a.j*********@e**********.com 86327 97000
Edward Jones - Financial Advisor: Naomi L Stirdivant 99 Monroe Ave NW Ste 701, Grand Rapids, MI 49503
61645xxxx6 a.j*********@e**********.com 86327 97000
Edward Jones - Financial Advisor: Andrew Hunter 21 N Washington St Oxford, MI 48371
24862xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Glenn L Kimmel, AAMS™|CRPC™ 4328 3 Mile Rd NW Ste 100, Grand Rapids, MI 49534
61645xxxx4 a.j*********@e**********.com 48 45
Edward Jones - Financial Advisor: Rachel Kieras 959 Wealthy St SE Ste 2, Grand Rapids, MI 49506
61664xxxx4 acc**********@e**********.com 8 193 4 198
HS&C Wealth Management - Ameriprise Financial Services 4575 Lake Michigan Dr NW, Grand Rapids, MI 49534
61645xxxx0 ale**************@a***.com 217 2 227
Premier Hospitality Solutions 5799 S Main St #139, City of the Village of Clarkston, MI 48347
24855xxxx0 inf*@p******.com 4.9 187
Edward Jones 924 Cherry St SE Ste B, Grand Rapids, MI 49506 61645xxxx5
Merrill Lynch Financial Advisor Ronnie Jallad 2600 W Big Beaver Rd, Troy, MI 48084
24854xxxx6 ale*********@m*.com 5.01
Langdon Capital Management 9020 Ortonville Rd, City of the Village of Clarkston, MI 48348
24892xxxx6 bi**@l************.com 5 1
Raymond James 4468 W Walton Blvd, Waterford Twp, MI 48329
24861xxxx9 aar**********@r***********.com
Arbor Wealth Advisors 85592xxxx9
Rush, Coda and Associates - Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
80044xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: Jim Wilhelm 6480 Citation Dr Ste D Clarkston, MI 48346
24862xxxx2 a.j*********@e**********.com
Morgan Stanley Wealth Management 1328 Worcester Dr NE, Grand Rapids, MI 49505
61645xxxx8 acm***********@m************.com
Ameriprise Financial 38 Commerce Ave SW Ste 310, Grand Rapids, MI 49503
61697xxxx9 ame******************@a***.com 132821 134000
Todd Green - Financial Advisor, Ameriprise Financial Services, LLC 101 W Big Beaver Rd Ste 425, Troy, MI 48084
24892xxxx4 dns*****@a***.com 4.25
Planned Financial Services 5980 S Main St Ste 100 Clarkston, MI 48346
24862xxxx0 tjm*****@f*************.com
Chase Bank 4750 Dixie Hwy Waterford, MI 48329
24867xxxx7 acc**********@c****.com 1 3
Chase Bank 2181 N Pontiac Trail, Walled Lake, MI 48390
24866xxxx1 acc**********@c****.com 2.5 24 939792 5815 37
Raymond James Financial Services 1151 E Paris Ave SE Ste 200, Grand Rapids, MI 49546
61697xxxx3
Justin Bankston Fidelity National Title 7151 N Main St Ste 210, City of the Village of Clarkston, MI 48346
24837xxxx4 emm********@f**.com 5 1 5 26 685 165 688
Allstate Personal Financial Representative: Nima Gerami 6300 Sashabaw Rd # C, City of the Village of Clarkston, MI 48346
24887xxxx0 a****00@a*******.com
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services 2851 Charlevoix Dr SE Ste 200, Grand Rapids, MI 49546
61698xxxx8 dns*****@a***.com
Langdon Capital Management 24880xxxx6
Family Capital Management 168 Louis Campau Promenade NW, Grand Rapids, MI 49503
61677xxxx0 ang***@f***************.com
Edward Jones - Financial Advisor: Claire R Larson 5990 Fulton St E Ste D, Ada, MI 49301
61692xxxx6 a.j*********@e**********.com
Charles Schwab 5136 Cascade Rd SE Ste 1B, Grand Rapids, MI 49546
61646xxxx0 app*******************@s*****.com
Edward Jones - Financial Advisor: Kim Hensley 275 S State St Ste B, Sparta, MI 49345 61688xxxx4
Edward Jones - Financial Advisor: Scott P McPheeters 924 Cherry St SE, Grand Rapids, MI 49506
61645xxxx5 a.j*********@e**********.com
Cygnet Financial Planning 3935 Lotus Dr Waterford, MI 48329 24862xxxx2
Ameriprise Financial 6350 Jupiter Ave NE Ste 105, Belmont, MI 49306
61636xxxx0 ame******************@a***.com
American Debt Solution 820 Monroe Ave NW Ste 360, Grand Rapids, MI 49503 61664xxxx3
US Small Business Lending 6060 Dixie Hwy, City of the Village of Clarkston, MI 48346 24853xxxx1 4
Merrill Lynch Financial Advisor Niko I Savich 3030 Cross Creek Pkwy, Auburn Hills, MI 48326
24847xxxx1 ale*********@m*.com 5.01
Saoud Financial 100 W Big Beaver Rd, Troy, MI 48084
58622xxxx1 asa***@s*************.com 5 2
Michigan Schools and Government Credit Union 3230 N Pontiac Trail, Commerce Charter Twp, MI 48390
86667xxxx8 aar********@m**********************.org 3.2 11 4075 4200
RL Paler Investment Advisors, LLC Waterford, MI 48329
24880xxxx6
Elevate Financial Planning 2050 Celadon Dr NE, Suite A-12, Grand Rapids, MI 49525 61622xxxx1
Edward Jones - Financial Advisor: Mike Ratliff 630 S Ortonville Rd Ortonville, MI 48462
24862xxxx7 a.j*********@e**********.com
Shaun Smith - Financial Advisor, United Wealth Management, a financial advisory practice of Ameriprise Financial Services 900 E Paris Ave SE, Grand Rapids, MI 49546
61628xxxx2 dns*****@a***.com
First Commercial Bank 50 Louis St NW, Grand Rapids, MI 49503
61660xxxx1 abd**********@c**************.com 1278 3 1400
Edward Jones - Financial Advisor: Grant Fodor 214 S Broadway Ste 100 Lake Orion, MI 48362
24869xxxx3 a.j*********@e**********.com 213
Edward Jones - Financial Advisor: Chad E Zagel, CFP®|AAMS™ 705 Bagley Ave SE, East Grand Rapids, MI 49506
61623xxxx2 a.j*********@e**********.com
Carnwath Law, PLC 8457 Andersonville Rd ste.g, City of the Village of Clarkston, MI 48346 24845xxxx7
Schwallier Wealth Management 4764 Fulton St E Ste 201, Ada, MI 49301
61685xxxx1 ada*@s*********.com 5 5 45 45
Merrill Lynch Financial Advisor Jonathan L Ragnone 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx1 ale***********@m*.com 5.06
Wells Fargo Advisors 146 Monroe Center St NW, Grand Rapids, MI 49503 61623xxxx3 14
Edward Jones - Financial Advisor: Joshua D Bush, AAMS™|CRPC™ 948 S Baldwin Rd, City of the Village of Clarkston, MI 48348
24839xxxx0 a.j*********@e**********.com 5 1 86450 97000
Carrie Lynn Horlings - UBS Financial Services Inc. 333 Bridge St NW Ste 1100, Grand Rapids, MI 49504
61673xxxx1 acc***************@u**.com
Todd Bowman - UBS Financial Services Inc. 333 Bridge St NW Ste 1100, Grand Rapids, MI 49504
61673xxxx8 abc***@u**.com
Edward Jones - Financial Advisor: Zachary M Tyler 125 Ottawa Ave NW Ste 320, Grand Rapids, MI 49503
61645xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Don Jansma 2121 Celebration Dr NE Ste 650, Grand Rapids, MI 49525 61636xxxx5
Raymond James & Associates 20 W Washington St Suite 1, City of the Village of Clarkston, MI 48346
24862xxxx9 ant***********@r***********.com 188 203
Edward Jones - Financial Advisor: Mike Ratliff, AAMS™ 3647 S Baldwin Rd, Lake Orion, MI 48359
24862xxxx7 a.j*********@e**********.com 5 2 86450 97000
Ameriprise Financial 480 Ada Dr SE, Ada, MI 49301
61668xxxx3 ame******************@a***.com 132794 134000
Ameriprise Financial Services, Inc. 3333 Deposit Dr NE Ste 105, Grand Rapids, MI 49546 61695xxxx0
Fusion Business Services 1430 Monroe Ave NW Apt 201, Grand Rapids, MI 49505
61624xxxx0 car***@f**************.com
Regan James Wilda - Financial Advisor, Ameriprise Financial Services 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61694xxxx8 dns*****@a***.com
Clarity Financial Advisors - Ameriprise Financial Services, LLC 40 N Center Rd, Saginaw, MI 48638
98940xxxx7 abr**************@a***.com 131
Mcman Corp 975 3 Mile Rd NW, Grand Rapids, MI 49544
61664xxxx8 dns*****@a***.com
Be Knot Afraid Financial Coaching 21 S Main St, City of the Village of Clarkston, MI 48346 24862xxxx6 5 1
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services 3351 Eagle Run Dr NE Ste D, Grand Rapids, MI 49525
61636xxxx9 amy*****@a***.com 2304 2300
Pathway Financial Planning, LLC 39555 Orchard Hill Pl Suite 600, Novi, MI 48375
24856xxxx0 00c*************************************@w*****************.com 4.931
Michigan Retirement Advisors 3883 Telegraph Rd #203, Bloomfield Twp, MI 48302
24859xxxx4 fo@m*******.com 5 1
Ameriprise Financial Svc Inc 2851 Charlevoix Dr SE Ste 200, Grand Rapids, MI 49546
61628xxxx9 ame******************@a***.com 132818 134000
Titan Wealth Advisors 1668 S Telegraph Rd #100, Bloomfield Twp, MI 48302
84453xxxx5 cha****@t******************.com 5 2
Kahn & Company, PLC, Certified Public Accountant 8451 Boulder Ct Suite 200, Commerce Charter Twp, MI 48390
24831xxxx2 kka**@k*******.com 5 3
Robert Church Group LLC
73455xxxx5 hue*******@r****************.com
HS&C Wealth Management - Ameriprise Financial Services 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546
61645xxxx0 ale**************@a***.com 217 2 227
Merrill Lynch Financial Advisor Mark P Yonan 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx2 ale*********@m*.com 3.02
De Witt, Daniel, AGT 4575 Lake Michigan Dr NW, Grand Rapids, MI 49534
61673xxxx7 ame******************@a***.com 132823 134000
TIAA Financial Services 333 Bridge St NW Ste 110, Grand Rapids, MI 49504
80084xxxx1 acc******************@t***.org
Business Accounting Solutions Rockford, MI 49341 61686xxxx4
Safe Bridge Financial Advisor Kentwood, MI 49508 61628xxxx2
VanderPol Investments 333 Bridge Street Northwest 100, Grand Rapids, MI 49504 61672xxxx7
Nick Hendon - Private Wealth Advisor, Ameriprise Financial Services 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546
61645xxxx0 ale**************@a***.com 217 2 227
Fidelity National Title 7151 N Main St Ste 210, City of the Village of Clarkston, MI 48346
24824xxxx0 emm********@f**.com 4.3 28 5 26 685 165 688
Essentially Accounting 4250 Elizabeth Ln, Commerce Charter Twp, MI 48390
24824xxxx8 8dd*************************************@w*****************.com 5 3
PNC Private Bank 171 Monroe Ave NW, Grand Rapids, MI 49503
61677xxxx9 ali**********@p**.com
JMS Financial Resource 2828 Kraft Ave SE Ste 268, Grand Rapids, MI 49512
61682xxxx2 joh*@j*******************.com
Ameriprise Financial 3300 Eagle Run Dr NE Ste 103, Grand Rapids, MI 49525
61636xxxx0 ame******************@a***.com
Ameriprise Services 2960 Lucerne Dr SE, Grand Rapids, MI 49546
61657xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Christian Brink 452 Ada Dr SE Ste 240, Ada, MI 49301 61667xxxx5
Nichols Financial, Inc. 155 E Commerce St #103, Milford, MI 48381
24868xxxx4 eri*@e***********.com 5 2
Schipper and Osterink 125 Ottawa Ave NW Ste 357, Grand Rapids, MI 49503
61653xxxx0
Veltman Investment Management and Financial Services 741 E Beltline Ave NE, Grand Rapids, MI 49525
61677xxxx1 117
Edward Jones - Financial Advisor: Erin E McGovern 6739 Fulton St E, Ada, MI 49301 61667xxxx3
The Goldstone Agency 5064 Far Ravine Ct, West Bloomfield Township, MI 48323 24867xxxx3
Kanai Wealth Management Group 2050 Celadon Dr NE Ste D, Grand Rapids, MI 49525
61681xxxx0 5 3 3.5 2
Laura Lubbers - Financial Advisor, Ameriprise Financial Services 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
61672xxxx2 dns*****@a***.com
Ameriprise Financial Services Inc 6300 Fulton St E, Ada, MI 49301
61668xxxx0 dns*****@a***.com 132
Financial Strategies Group, Inc. 265 N Alloy Dr, Fenton, MI 48430
80080xxxx0 ala***@f**********.com 5 32 1601 140 1700
Ameriprise Financial- Sylvia Frattallone 6300 Fulton St E, Ada, MI 49301
61668xxxx0 dns*****@a***.com 133
Kroon & Mitchell 29 Pearl St NW, Grand Rapids, MI 49503
61635xxxx2 axx*******@k***************.com
Merrill Lynch Financial Advisor Jeffrey S Williams 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx6 ale*********@m*.com 5.06
Aretha & Associates LLC
51754xxxx8 kri*@t**************.com
Encompass Financial 8031 Ortonville Rd # 120, City of the Village of Clarkston, MI 48348
24882xxxx0 bba***@e**********.com
Chris Smith - Thrivent 161 Ottawa Ave NW Ste 110M, Grand Rapids, MI 49503
98973xxxx2 adm**@d***********.com
Great Lakes Insurance And Financial Services Agency, LLC 6095 28th St SE Ste 200, Grand Rapids, MI 49546
88888xxxx0 jk@j************.com
Financial Partners 8880 Commerce Rd, Commerce Charter Twp, MI 48382
24836xxxx6
Drummond Capital Management Group 5075 Cascade Rd SE, Grand Rapids, MI 49546
61636xxxx5 dat*****************@i****.de
Sequoia Financial Group 5480 Corporate Dr #100, Troy, MI 48098
24864xxxx0 aba***@s****************.com 4.7 10
The Phelps Group 2960 Lucerne Dr SE, Grand Rapids, MI 49546 61636xxxx9
Michael Gascon - Financial Advisor, Ameriprise Financial Services 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546
61645xxxx0 ale**************@a***.com 89
Buckingham Strategic Wealth 1055 E South Blvd #230, Rochester Hills, MI 48307
24829xxxx0 adm**@b****************.com 5 1
Ameriprise Financial 4551 Cascade Rd SE Ste A, Grand Rapids, MI 49546
61657xxxx4 ame******************@a***.com
Kastler Financial Planning Ortonville, MI 48462
24879xxxx4
Modern Woodmen of America 2618 E Paris Ave SE, Grand Rapids, MI 49546
61694xxxx0 aar**********@m*************.org 5 1
Successful Equity Management 7150 Dixie Hwy #1, City of the Village of Clarkston, MI 48346
24862xxxx0 ado***@s***************.net
SGH Wealth Management 17550 W Eleven Mile Rd, Lathrup Village, MI 48076
24873xxxx9 and***@s****.com 5 21
Compass Financial Associates 10761 S Saginaw St bldg b ste d, Grand Blanc, MI 48439 81095xxxx0 4.3 24
Nick Hendon - Private Wealth Advisor, Ameriprise Financial Services 250 E Division St, Rockford, MI 49341
61645xxxx0 ale**************@a***.com 217 2 227
Benjamin F. Edwards 99 Monroe Ave NW Ste 975, Grand Rapids, MI 49503
84497xxxx1 a-p*********@b***************.com 1405 38 1500
Richard F Powell - Financial Advisor, Ameriprise Financial Services, LLC 39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304
24892xxxx6 dns*****@a***.com 5.01
Bankers Life 6770 Dixie Hwy #306, City of the Village of Clarkston, MI 48346
81060xxxx8 abc***@b**********.com 4.2 5
Scot Fay - Thrivent 5075 Cascade Rd SE Ste L2, Grand Rapids, MI 49546
61636xxxx2 adm**@d***********.com
Henrickson Financial Group 2325 Belmont Center Dr NE, Belmont, MI 49306
61636xxxx8 ann*******@h***************.com 5 2
Merrill Lynch Financial Advisor Mariam Zachariah Joseph 81060xxxx9
Edward Jones - Financial Advisor: Rachel Kieras 665 Seward Ave NW Ste 125, Grand Rapids, MI 49504 61645xxxx7
Edward Jones - Financial Advisor: Scott R Hazelton, AAMS™ 5760 Clarkston Rd Suite B, City of the Village of Clarkston, MI 48348
24862xxxx6 acc**********@e**********.com 5 1 86450 97000
Lisa Cargill - Financial Advisor, Ameriprise Financial Services 6701 Old 28th St SE Ste A, Grand Rapids, MI 49546
61668xxxx3 dns*****@a***.com 120 149
Edward Jones - Financial Advisor: Grant Fodor, AAMS™ 214 S Broadway St Ste 100, Lake Orion, MI 48362
24869xxxx3 acc**********@e**********.com 5 3 213
Raymond James Financial Services 6467 Waldon Center Dr #110, City of the Village of Clarkston, MI 48346
24862xxxx3 aar************@r***********.com 17427 18000
Eastown Financial Services 1514 Wealthy St SE, Grand Rapids, MI 49506
61623xxxx8 and*@e***************.com
Baird - Grand Rapids 333 Bridge St NW Ste 1000, Grand Rapids, MI 49504
61623xxxx0 aac*****@r******.com
Daniel Krug & Associates, Inc 8040 Ortonville Rd D Suite D, City of the Village of Clarkston, MI 48348
24862xxxx8 cli***********@m*****.com 5 3
Edward Jones - Financial Advisor: Michael W Rios 2048 Lake Michigan Dr NW, Grand Rapids, MI 49504
61679xxxx0 a.j*********@e**********.com 120
Kent Snyder 5722 Pinecroft Ct, City of the Village of Clarkston, MI 48346 24891xxxx0
Zhang Financial 2828 Kraft Ave SE, Ste 100, Grand Rapids, MI 49512
61623xxxx7 aly******@z*************.com
Edward Jones - Financial Advisor: Michael W Rios, AAMS™ 665 Seward Ave NW Ste 125, Grand Rapids, MI 49504
61645xxxx7 a.j*********@e**********.com 120
Fiducial Business Centers Fiducial Business, Grand Rapids, MI 49501 61657xxxx7
Allstate Personal Financial Representative: Patrick Lee 6684 Dixie Hwy, City of the Village of Clarkston, MI 48346
24862xxxx0 a****00@a*******.com
Lind Wealth Management 625 Kenmoor Ave SE Ste 301, Grand Rapids, MI 49546
61632xxxx5 rwe****@r**********.com
George Wit - Financial Advisor, Ameriprise Financial Services 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
61672xxxx2 dns*****@a***.com
Daniel De Witt - Financial Advisor, Ameriprise Financial Services 4575 Lake Michigan Dr NW, Grand Rapids, MI 49534
61673xxxx7 ale**************@a***.com
Edward Jones - Financial Advisor: Andrew N Bok 2221 Plainfield Ave NE Ste 103, Grand Rapids, MI 49505 61636xxxx3
Flagstar Bank Home Loan Center 5720 Sashabaw Rd, City of the Village of Clarkston, MI 48346
24862xxxx7 aar*******@f*******.com 1.3 3
Eric F Deuker-Ameriprise Financial 630 Kenmoor Ave SE Ste 104, Grand Rapids, MI 49546 61660xxxx7 ame******************@a***.com
The Federal Benefits Group 5036 Dixie Hwy Ste 300164 Waterford, MI 48329
83356xxxx5 inf*@t**********************.com 391 402
Rick Wagner - Financial Advisor 3075 Charlevoix Dr SE, Grand Rapids, MI 49546
80025xxxx1 ric**@c************.com
Americor Capital 2655 Oakley Park Rd, Commerce Charter Twp, MI 48390
24831xxxx9 jma****@a**********.com 1 7 26 26
MI Tax CPA 8370 Richardson Rd STE 101, Commerce Charter Twp, MI 48382
24860xxxx6 inf*@m*******.com 5 2
Verde Capital Management 8031 Ortonville Rd Ste 210 Clarkston, MI 48348
24852xxxx0 ada******@v******.com
Oxford Financial Group 99 Monroe Ave NW Ste 602, Grand Rapids, MI 49503
61624xxxx2 a@o*****.com
Linda Stotenbur - Financial Advisor, Ameriprise Financial Services 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
61657xxxx2 dns*****@a***.com
Edward Jones - Financial Advisor: Joshua D Bush 948 S Baldwin Rd Clarkston, MI 48348
24839xxxx0 a.j*********@e**********.com 86429 97000
Barbara Buschen - Financial Advisor, Ameriprise Financial Services, LLC
Ahp Financial Services Inc. 5300 Gratiot Rd, Saginaw, MI 48638
98949xxxx0 aar************@r***********.com 17427 18000
Primerica Financial Services - MI 6160 Dixie Hwy #200, City of the Village of Clarkston, MI 48346
26997xxxx3 a.-*******************@p********.com 148338 3546 158000
Edward Jones - Financial Advisor: S A (Skip) Knapp III, AAMS™ 2311 E Beltline Ave SE Ste 101, Grand Rapids, MI 49546
61694xxxx0 a.j*********@e**********.com
Morgan Stanley Wealth Management 171 Monroe Ave NW Ste 800, Grand Rapids, MI 49503
61677xxxx0 aar***********@m***********************.com
Oxford Wealth Management 60 S Washington St, Oxford, MI 48371
24881xxxx4 eri*********@o****************.com 9
Edward Jones - Financial Advisor: Hilary L. Renno 7172 Gateway Park Dr Clarkston, MI 48346
24862xxxx0 a.j*********@e**********.com
OWL Private Wealth Advisors 40701 Woodward Ave Suite 103, Bloomfield Hills, MI 48304
24830xxxx3 bri**@o*****.com 5 2 5 7 166 2 171
D.A.M. Taxes LLC 1097 Union Lake Rd, White Lake, MI 48386
24836xxxx1 dam*********@c*************.com 3.7 12 5 11 154 11 168
O'Keefe & Associates 146 Monroe Center St NW, Grand Rapids, MI 49503
61623xxxx0 79f*************************************@w*****************.com 176
Retirement Planning Inc 4467 Cascade Rd SE Ste 4471, Grand Rapids, MI 49546 61694xxxx4
AM1ST Financial 6160 Dixie Hwy #260, City of the Village of Clarkston, MI 48346
24860xxxx7 a.j*********@e**********.com 5 1 86486 97000
Thomas E Smith Jr - Financial Advisor, Ameriprise Financial Services, LLC 41850 W 11 Mile Rd #207, Novi, MI 48375
24892xxxx0 dns*****@a***.com 5.02
Edward Jones - Financial Advisor: David Halvorson 4875 Cascade Rd SE Ste 2, Grand Rapids, MI 49546 61628xxxx8
YourFinancePro 1850 Trueman Ct, Ortonville, MI 48462 24865xxxx5 5 1
Capstone Financial 4125 Embassy Dr SE, Grand Rapids, MI 49546
61682xxxx1 joh******@c*****************.com
Bdo Usa Llp 99 Monroe Ave NW, Grand Rapids, MI 49503 61677xxxx0
JDR Wealth Management, LLC 925 N Lapeer Rd Ste 197A, Oxford, MI 48371
24821xxxx4 je**@j*****.com 5.01
Nicole Investments Inc 2990 Weidemann Dr, City of the Village of Clarkston, MI 48348 24862xxxx0 5.01
Brass Ring Wealth Management 7300 Dixie Hwy Ste 800 Clarkston, MI 48346
85527xxxx9 inf*@b**************.com
Raymond James Financial Services 741 E Beltline Ave NE, Grand Rapids, MI 49525
61677xxxx1 aar************@r***********.com 17418 18000
Jackson Hewitt Tax Service 3301 N Pontiac Trail, Commerce Charter Twp, MI 48390
24820xxxx2 4.9 7 265810 8926 264000
Romain Financial 42 W Flint St, Lake Orion, MI 48362
24869xxxx8 rob@r**************.com 5 2
Ameriprise Financial 3196 Kraft Ave SE Ste 301, Grand Rapids, MI 49512
61695xxxx0 ame******************@a***.com
Edward Jones - Financial Advisor: Jeff Jacques 5641 Sashabaw Rd Clarkston, MI 48346
24862xxxx5 a.j*********@e**********.com
Edward Jones - Financial Advisor: Adam Bradford, CEPA®|AAMS™ 826 S Lapeer Rd a, Oxford, MI 48371
24862xxxx0 a.j*********@e**********.com 5 1 86450 97000
Michael Toth - UBS Financial Services Inc. 333 Bridge St NW Ste 1100, Grand Rapids, MI 49504
61673xxxx4 acc***************@u**.com