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

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Kyle Tank - Associate Financial Advisor, Ameriprise Financial Services, LLC 2521 Elms Rd A, Flushing, MI 48433
81048xxxx5 dns*****@a***.com 4
Rachor Financial (Rachor Investment Advisory Services, LLC) 120 N Bridge St, Linden, MI 48451
81073xxxx7 ale***@r***.net 5.02
Kaydan Wealth Management, Inc. 329 W Silver Lake Rd, Fenton, MI 48430
81059xxxx4 dan************@k*********************.com 5 2 196 198
Edward Jones - Financial Advisor: Chad A Robinson 618 W Broad St Ste A Linden, MI 48451
81073xxxx8 a.j*********@e**********.com 115 2 115
planned financial services llc 5980 S Main St, City of the Village of Clarkston, MI 48346 24862xxxx4 5 1
Fidelity Investments 2425 S Linden Rd Ste E, Flint, MI 48532
81073xxxx5 dns*****@f**.com
David Kelly - Raymond James 8245 Holly Rd Ste 201, Grand Blanc, MI 48439
81069xxxx9 aar**********@r***********.com 5 1 86 95
Edward Jones - Financial Advisor: Steve Walker 6070 Fenton Rd Ste 1 Flint, MI 48507
81023xxxx6 a.j*********@e**********.com
Morgan Stanley Wealth Management 2370 S Linden Rd, Flint, MI 48532
81073xxxx0 aar***********@m***********************.com
James Walker - Financial Advisor, Ameriprise Financial Services 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81060xxxx2 dns*****@a***.com
Financial Strategies Group 265 N Alloy Dr Fenton, MI 48430
81063xxxx4 ala***@f**********.com 5 27 1601 140 1700
Alyssa Thomason - Financial Advisor, Ameriprise Financial Services, LLC 1537 E Hill Rd Ste 150, Grand Blanc Twp, MI 48439
81069xxxx0 aly************@a***.com 349 354
Shard Financial SVC 1537 N Leroy St Ste D, Fenton, MI 48430
81071xxxx6 ama**********@s*************.com
Financial Freedom House Boston Charter Building, 6515 Highland Rd Suite 240, Waterford Twp, MI 48327
24867xxxx0 bri***@f********************.com 5.02
Clear Strategy - Financial Advisors - Retirement Planning & Insurance Advisors 1127 S Old US Hwy 23 Suite 101, Brighton, MI 48114
80096xxxx0 ada*@m**************.com 3.73
Merrill Lynch Financial Advisor Bradley G Foutch 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx6 ale*********@m*.com 5.06
Scott Nicholas - Financial Advisor, Ameriprise Financial Services 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81060xxxx4 amb**************@a***.com
Edward Jones - Financial Advisor: Jason Kokaly 3017 E Hill Rd Grand Blanc, MI 48439
81069xxxx4 a.j*********@e**********.com 86325 97000
Merrill Lynch Financial Advisor Alex Storozhenko 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx7 ale*********@m*.com 5.06
TAMMA Capital 6054 Strawberry Cir, Commerce Charter Twp, MI 48382
24886xxxx9 ahu*****@t***********.com 5 18 169 187
Paragon Financial Services, LLC 1309 S Linden Rd Ste D, Flint, MI 48532 81041xxxx7 5 1
James Huck - Morgan Stanley 2430 E Hill Rd, Grand Blanc, MI 48439
81023xxxx5 acm***********@m************.com 5
Merrill Lynch Financial Advisor Anna M. Christensen 8121 Trillium Circle Avenue 2nd Floor, Grand Blanc, MI 48439
81060xxxx4 ale*********@m*.com
Khirfan Financial Company 1471 S Elms Rd Flint, MI 48532
81072xxxx9 inf*@k********.com
Scott Aderholdt Financial Coaching
24824xxxx5
Acorn Wealth Advisors 405 S Leroy St, Fenton, MI 48430
81037xxxx9 n.m*****@a******.com 5 5 4.8 24 428 7 448
Merrill Lynch Financial Advisor Joshua J Brehm 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx1 ale***********@m*.com 5.06
Principium Tactical Wealth Management 7600 Grand River Ave #110, Brighton, MI 48114
88880xxxx9 ate********@p*********.com 4.7 9 5 6 236
Rich Clark - Financial Advisor, Ameriprise Financial Services, LLC 1401 E Hill Rd, Grand Blanc, MI 48439
81071xxxx8 dns*****@a***.com 132659 134000
Farah Wealth Management Group - UBS Financial Services Inc. 8235 Holly Rd Ste 4, Grand Blanc, MI 48439
81034xxxx2 abc***@u**.com
Lorne Kolodin 6012 Linden Rd Ste 18, Swartz Creek, MI 48473 81065xxxx6
Morgan Stanley 2370 S Linden Rd Ste 600, Flint, MI 48532
81073xxxx0 int**********@m************.com
Penn Financial 2415 Owen Rd Ste B Fenton, MI 48430
81075xxxx1 gpe**@s*******.com
Edward Jones - Financial Advisor: Adam P Slaughter 618 W Broad St Ste A, Linden, MI 48451 81073xxxx8
Edward Jones - Financial Advisor: Brian L Reiber 1429 Flushing Rd Ste B Flushing, MI 48433
81048xxxx1 a.j*********@e**********.com 86325 97000
Rod Sutton Insurance Agency 3201 Flushing Rd Flint, MI 48504 81076xxxx0
Michigan Financial Planning 10234 Crouse Rd, Hartland, MI 48353
51751xxxx0 ash***@m************************.com 5 2 401 5
Edward Jones - Financial Advisor: Kevin M Messing 1537 N Leroy St Ste A Fenton, MI 48430
81062xxxx9 a.j*********@e**********.com 5 2 86450 97000
financial consaltaint 1833 manor haven, Ortonville, MI 48462
24845xxxx4 a.-*******************@p********.com
Parson | Dedic Wealth Management Group 201 N Washington St, Owosso, MI 48867
98972xxxx1 3 2
Martin Macdougall - Financial Advisor, Ameriprise Financial Services, LLC 560 N Milford Rd Ste 205, Milford Charter Twp, MI 48381
94757xxxx6 dns*****@a***.com 5.02
Alexander Bowden - Financial Advisor, Ameriprise Financial Services, LLC 2521 Elms Rd A, Flushing, MI 48433
81048xxxx3 dns*****@a***.com 4.04
Ameriprise Financial Advisors G-5255 W Pierson Rd Flushing, MI 48433 81072xxxx0
Skyward Financial Advisors - Ameriprise Financial Services, LLC 711 E Grand River Ave Ste C, Brighton, MI 48116
81036xxxx9 dns*****@a***.com 5.02
ASL Tax & Consulting Swartz Creek, MI 48473
81037xxxx5 inf*@a***************.com 45 55
David R. Newbill, CFP 2387 S Linden Rd ste b 106, Flint, MI 48532 81023xxxx5 5.03
James Lang - Financial Advisor, Ameriprise Financial Services, LLC 1537 E Hill Rd Ste 150, Grand Blanc Twp, MI 48439
81069xxxx0 dns*****@a***.com 5.01
Raymond James Financial 12809 S Saginaw St, Grand Blanc, MI 48439
81077xxxx4 aar************@r***********.com 17427 18000
Murchison Accounting Services
81028xxxx0 dd0*****************************@s*****.wixpress 4.9 38
Stifel 5400 Gateway Center Ste A, Flint, MI 48507
81024xxxx8 abb****@s*****.com 4516 4900
Strategic and Innovative Design Detroit, MI 48214 31337xxxx2
Midwest Tax Service Southfield, MI 48075
83364xxxx9 c18*****************************@s*****.wixpress
American Expy Financial Advisors Paul D Bntrgr Cfp 5255 W Pierson Rd Flushing, MI 48433 81073xxxx3
Edward Jones - Financial Advisor: Steve Walker, CFP®|AAMS™ 6070 Fenton Road, Suite 1, Flint, MI 48507
81023xxxx6 a.j*********@e**********.com
5 3
Securities America 6015 W Pierson Rd Ste 2, Flushing, MI 48433 81023xxxx0 10
Complete Wealth Advisors Building F, 2337 Stonebridge Drive, Flint, MI 48532
81073xxxx0 dav**@c*********.com 5 3 198
Bill Luke - Financial Advisor, Ameriprise Financial Services, LLC 9475 Holly Rd Ste 208, Grand Blanc Twp, MI 48439
81060xxxx1 dns*****@a***.com
Fifth Third Preferred - Zachary Bauer 12900 S Saginaw St, Grand Blanc, MI 48439 81034xxxx1
Clark Financial Solutions 105 E 2nd St unit o, Davison, MI 48423
81020xxxx4 c18*****************************@s*****.wixpress 5 1
LPL Financial 8469 S Saginaw St, Grand Blanc, MI 48439
81060xxxx5 aar********@l**.com 5.01 20049 216 21000
Sherri Stephens - Raymond James 5206 Gateway Centre Blvd #300, Flint, MI 48507
81073xxxx1 aar************@r***********.com 1.02
Estate Financial Group 4262 Somers Dr, Burton, MI 48529
87785xxxx0 inf*@e*****.com 5 1
Hilliard Lyons 8313 Holly Rd Ste A, Grand Blanc, MI 48439 81060xxxx0
Edward F Walterhouse II - Financial Advisor, Ameriprise Financial Services 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81060xxxx8 amb**************@a***.com
Client Financial Services of Michigan 209 S Alloy Dr, Fenton, MI 48430 81023xxxx0 2.8 11
Edward Jones - Financial Advisor: David Michaels 1429 Flushing Rd Ste B Flushing, MI 48433
81048xxxx1 a.j*********@e**********.com
Waddell & Reed Inc 8275 Holly Rd #2, Grand Blanc, MI 48439 81035xxxx4 3.7 3
Penn Financial LLC 11220 Denton Hill Rd, Fenton, MI 48430
81075xxxx1 gpe**@s*******.com
Scott Aderholdt Financial Coaching 6012 Linden Rd # 10, Swartz Creek, MI 48473 81065xxxx9 5 2
CAPTRUST 8031 M-15 #200, City of the Village of Clarkston, MI 48348
24862xxxx0 aar*********@c*******.com 1 1 406 59 515
William Bird - Wells Fargo Advisors 5406 Gateway Centre Suite D, Flint, MI 48507
81092xxxx3 abe*********@w*****************.com 3.5 8 188275 189000
Edward Walterhouse - Financial Advisor, Ameriprise Financial Services 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81060xxxx5 amb**************@a***.com
Michigan 401(k) Consultants & Private Wealth Management 6960 Orchard Lake Rd # 120, West Bloomfield Township, MI 48322
24890xxxx0 doe**@m*********.com 5.01
Bill Luke - Financial Advisor, Ameriprise Financial Services 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81060xxxx1 dns*****@a***.com
Inspire Wealth 10192 Grand River Ave Ste 100, Brighton, MI 48116
81022xxxx7 inf*@i***************.com 5 13 5 7 2112 2 2000
Nuresource International 81041xxxx8
Forrest Financial 2425 S Linden Rd Ste D100, Flint, MI 48532
81023xxxx7 aal*******@a*****************.com
Charles Goetz - Wealth Advisor 3309 W Silver Lake Rd Ste A Fenton, MI 48430
81057xxxx8 adm**@a***************.com
American Retirement Advisors, Inc. 5206 Gateway Centre Blvd Ste. 400, Flint, MI 48507
85575xxxx0 all****@a************.com 5.01
SMS Advisory Group Fenton, MI 48430
58646xxxx9
Mainstay Capital Management 10775 S Saginaw St, Grand Blanc, MI 48439
86644xxxx6 jan*@m**************.com 4.5 18 591 25 609
Financial Planning & Investments, Inc. - Crown Capital Securities 7859 E Michigan 36, Whitmore Lake, MI 48189
24838xxxx9 joh******@t*******************.business 5 1 235096 1315666
David A Kaminski - Financial Advisor, Ameriprise Financial Services, LLC 545 N Main St #201, Milford Charter Twp, MI 48381
24868xxxx5 dns*****@a***.com 4.52
Edward Jones - Financial Advisor: Tim Fliam 18030 Silver Pkwy Fenton, MI 48430
81062xxxx5 a.j*********@e**********.com 244 13 249
Finish Line Financial Planning, LLC 24255 W 13 Mile Rd Suite 290, Bingham Farms, MI 48025
24874xxxx2 3f2*************************************@w*****************.com 5.02
Merrill Lynch Financial Advisor Robert E Gegg 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx5 ale***********@m*.com
Premier Financial Planning LLC 110 E Main St, Brighton, MI 48116
81022xxxx9 kat**@p**********.com 3.7 3
Mowinski Financial 800 W Main St, Owosso, MI 48867
98972xxxx2 bre***********@l**.com 5 3 604 12 609
Milestone Retirement 220 Hillview Terrace, Fenton, MI 48430 81071xxxx0
Merrill Lynch Financial Advisor Jayce Erwin 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx5 ale***********@m*.com 5.06
Lang, Pauldine & Associates - Ameriprise Financial Services, LLC 1537 E Hill Rd, Ste 150, Grand Blanc, MI 48439
81069xxxx0 dns*****@a***.com 132659 134000
5 27
Fidelity Investments 10811 S Saginaw St Ste A, Grand Blanc, MI 48439
80022xxxx5 a61****@f*******.com 3 13 323826 343000
Frederick Miller Associates, Llc. 10761 S Saginaw St ste m, Grand Blanc, MI 48439 81096xxxx1
Merrill Lynch Wealth Management 111 E Court St Ste 3, Flint, MI 48502 81076xxxx8
Curnow, Thomason and Associates - Ameriprise Financial Services, LLC 1537 E Hill Rd Ste 150, Grand Blanc Twp, MI 48439
81069xxxx0 dns*****@a***.com 3.02
Hensler & Associates Wealth Management 12272 Fenton Rd #7, Fenton Twp, MI 48430 81071xxxx6 adg*****@l*******.com 1 1
Client Financial Services of Michigan 4300 S Saginaw St, Flint, MI 48507 81023xxxx0
Mowinski Financial 1110 E Bristol Rd Suite B, Burton, MI 48529
98972xxxx2 bre***********@l**.com 5.026
dedcurrency 5045 Miller Rd, Flint, MI 48507
41427xxxx4 a.-***********@n*****************.com 107221 16146 108000
Dawn Hausch-Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC 8455 S Saginaw St #101, Grand Blanc, MI 48439
81057xxxx8 dns*****@a***.com 2.3 3
Ameriprise Financial Advisors - Bliss & Associates 8305 S Saginaw St Ste 2 Grand Blanc, MI 48439
81095xxxx5 dns*****@a***.com
Ted Himelhoch - Financial Advisor, Ameriprise Financial Services 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81060xxxx3 dns*****@a***.com 91 89
Greg Payter 8088 Hill Rd, Swartz Creek, MI 48473 81087xxxx9 3.02
Secure Future Investor Serving theFlint Area 86653xxxx2
Edward Jones - Financial Advisor: Kyle R Robinson 1043 N Irish Rd, Davison, MI 48423
81065xxxx3 a.j*********@e**********.com 4.8 20
Edward Jones - Financial Advisor: Jay H Hoffman 11433 Grand Blvd Ste 1 Grand Blanc, MI 48439
81069xxxx4 a.j*********@e**********.com 14 86325 97000
Legacy Consultants Wealth Management 8263 S Saginaw St Ste 5, Grand Blanc, MI 48439
81057xxxx0 emi**********@l**.com
Joseph M Birchmeier 2545 W Silver Lake Rd #6, Fenton, MI 48430 81021xxxx2 5 1
Langdon Capital Management, Inc. 9020 Ortonville Road, Clarkston, MI 48348
24892xxxx6 bi**@l************.com 3
Dear Davita Swartz Creek, MI 48473 5.02
Ark Tax Service 405 S Leroy St Fenton, MI 48430
81033xxxx0 inf*@a*******.com 4.8 26 3.7 3
Khirfan Financial Company Inc. 1471 Elms Rd, Flint Twp, MI 48532
81072xxxx9 abe*@k***************.com 4.5 11
Michele R Morgan - Ameriprise Financial Services, LLC 9475 Holly Rd Ste 208, Grand Blanc Twp, MI 48439
81060xxxx8 dns*****@a***.com 5.02
Jeffrey Farah - UBS Financial Services Inc. 8235 Holly Rd Ste 4, Grand Blanc, MI 48439
81034xxxx1 abc***@u**.com
Grand Capital Advisors 5225 Cook Rd, Grand Blanc, MI 48439
81035xxxx8 inf*@g***************.com 5 9 5 18 161 164
Tiffany Saites - LPL Financial 704 S Old US Hwy 23, Brighton, MI 48114
51751xxxx6 aar********@l**.com 5.01 20052 216 21000
J Wilson Wealth Management 105 E 2nd St unit o, Davison, MI 48423
81020xxxx4 c18*****************************@s*****.wixpress 5 1
Michael Hebner Financial Advisor 2483 S Linden Rd, Flint, MI 48507 81075xxxx9
Edward Jones - Financial Advisor: Jon Hollabaugh 6070 Fenton Rd Ste 1 Flint, MI 48507
81023xxxx6 acc**********@e**********.com 86325 97000
RetireMitten Financial 522 N Main St Suite 200, Milford, MI 48381
24893xxxx0 bry**@r***********.com 5 3
Scott davis financial services 4823 Kenicott Trail, Brighton, MI 48114
81022xxxx2 sda***@m****************.com 4.84
John Forrester - Financial Advisor, Ameriprise Financial Services, LLC 11290 Grand River Ave, Brighton, MI 48116
86687xxxx3 dns*****@a***.com 5.01
The Beacon Financial Group, Inc 2501 S Dye Rd, Flint, Mi 48532
81047xxxx2 efo***@r***********.com
Grand Blanc, MI Branch Office - UBS Financial Services Inc. 8235 Holly Rd Ste 4, Grand Blanc, MI 48439
81034xxxx0 abc***@u**.com
Edward Jones - Financial Advisor: Daniel J Edgar 3017 E Hill Rd Grand Blanc, MI 48439
81069xxxx4 a.j*********@e**********.com
Horizon Advisers - Flint 5206 Gateway Centre Blvd #200, Flint, MI 48507
24826xxxx2 adi****@h*************.com 5 1
Jason Kokaly - Financial Advisor, Ameriprise Financial Services, LLC 5402 Gateway Centre Blvd Ste E, Flint, MI 48507
81047xxxx3 dns*****@a***.com
David Duffy, CPA, PLLC 6493 Linden Rd Ste D Swartz Creek, MI 48473
81065xxxx4 dav*******@d************.com 5 1
Stephens Wealth Management Group 5206 Gateway Centre Blvd Suite 300, Flint, MI 48507
81073xxxx1 ale*********@s**********.com 384 6
Blackmore & Rowe Insurance 6235 Corunna Rd, Flint, MI 48532
81072xxxx4 ale*@b************.com 4.5 34 1110 218 1100
Gina Wells, Advanced Cap Grp d/b/a Financial Design Strategies 2415 Owen Rd a, Fenton, MI 48430
81057xxxx8 c18*****************************@s*****.wixpress 5
Scott Nicholas - Financial Advisor, Ameriprise Financial Services, LLC 9475 Holly Rd Ste 208, Grand Blanc Twp, MI 48439
81060xxxx4 amb**************@a***.com
Global Financial Services 2387 S Linden Rd Ste 120, Flint, MI 48532
81073xxxx1 jar***@m****************.com
dedcurrency 81020xxxx7
Merrill Lynch Financial Advisor Damon Brown Jr. 8121 Trillium Circle Ave 2nd Floor, Grand Blanc, MI 48439
81060xxxx8 ale*********@m*.com
Rhl Group 115 Battle Aly, Holly, MI 48442
24863xxxx0 dns******@h********.net 260 14 270
David Hoist Financial Services Inc 2025 N Genesee Rd #1, Burton, MI 48509 81074xxxx0 5 5
Ameriprise Financial Advisors 12765 S Saginaw St Ste 401 Grand Blanc, MI 48439 81069xxxx0
Bila Financial Consultants 8469 S Saginaw St #1, Grand Blanc, MI 48439
81058xxxx3 mbi**@b************.com 4.816
Barnett Financial & Tax 8323 Office Park Dr Grand Blanc, MI 48439
80042xxxx4 je**@b*****.com 5 5 1600 100 1600
John Farah, CFP - UBS Financial Services Inc. 8235 Holly Rd Ste 4, Grand Blanc, MI 48439
81034xxxx2 abc***@u**.com
Caitlin John Financial Advisors 1024 E Grand River Ave, Brighton, MI 48116
81035xxxx5 inf*@c**********.com 5.01
Alliance Financial Group Inc 1408 W Hill Rd # B, Flint, MI 48507 81023xxxx0 5 2
Statewide Tax & Financial 6201 Miller Rd, Swartz Creek, MI 48473
81063xxxx2 3.4 10
Edward Jones - Financial Advisor: Paul R Dille 18030 Silver Pkwy Fenton, MI 48430
81062xxxx5 a.j*********@e**********.com 86450 97000
Executive Wealth Management 135 W North St, Brighton, MI 48116
81022xxxx6 aja*****@e**********.com 4.2 18
Security First Financial 6012 Linden Rd Ste 10, Swartz Creek, MI 48473
81065xxxx9 her****@c******.net
5 2
Advance Financial Services 1110 E Bristol Rd, Burton, MI 48529
81023xxxx0 ran**@r**********.com
Financial Tax Services LLC 8011 Miller Rd, Swartz Creek, MI 48473
81028xxxx0 ftx*******@y****.com 4.9 38 5 12 165 3 167
Snider Financial 5141 Gateway Centre Blvd #400, Flint, MI 48507
81023xxxx0 aar**@s**************.com 5.01
Bombel's Financial Services 5370 Miller Rd # 21, Swartz Creek, MI 48473
81073xxxx3 4 1
Complete Financial Planning 2337 Stonebridge Drive # F, Flint, MI 48532
81073xxxx0 dsm***@c*********.com 5.029
Steven J Beatty II, CFP - Ameriprise Financial, LLC 2521 Elms Rd A, Flushing, MI 48433
81048xxxx5 dns*****@a***.com
American Express Financial Advisors 5255 W Pierson Rd Flushing, MI 48433 81072xxxx0
Deron Hackney, CPM - UBS Financial Services Inc. 8235 Holly Rd #4, Grand Blanc, MI 48439
81034xxxx0 ang********@5*.com
Acorn Wealth Advisors 8305 S Saginaw St #2, Grand Blanc, MI 48439
81095xxxx4 5 4
Dort Financial Credit Union 4131 Morrish Rd, Swartz Creek, MI 48473
81076xxxx0 ada*********@d*********.org 4.7 80 6380 6600
Rummel Wealth Management 2501 S Dye Rd Ste D Flint, MI 48532
81047xxxx2 efo***@r***********.com
Edward Jones - Financial Advisor: Chad A Robinson, AAMS™|CRPS™ 618 W Broad St Suite A, Linden, MI 48451
81073xxxx8 a.j*********@e**********.com 5 2 86463 97000
JFK Investment Company Flint, MI 48504 98949xxxx4
Jones Retirement Advisors 230 N 2nd St Suite 200, Brighton, MI 48116
81077xxxx7 con****@j**************.com 5 2
Merrill Lynch Wealth Management 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx1 ale*********@m*.com 5 6
Michele R Morgan - Financial Advisor, Ameriprise Financial Services 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81060xxxx8 dns*****@a***.com
Merrill Lynch Financial Advisor Nick Nawrocki 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx8 ale***********@m*.com
Thomas G Townsend - Financial Advisor, Ameriprise Financial Services, LLC 9475 Holly Rd Ste 208, Grand Blanc Twp, MI 48439
81060xxxx5 dns*****@a***.com 5.05
Fifth Third Securities - Amy Lincoln 5232 Miller Rd, Flint, MI 48507
81072xxxx9 ang********@5*.com
Earth Angels Tax Preparation and Business Consultation Services
81032xxxx4 col*************@y****.com
The Townsend Morgan Group - Ameriprise Financial Services, LLC 9475 Holly Rd Ste 208, Grand Blanc Twp, MI 48439
81060xxxx3 dns*****@a***.com 5.05
Financial & Tax Planning Inc 4080 Miller Rd Ste G, Flint, MI 48507
81073xxxx0 inf*@f***************.com 4
Khirfan Insurance & Financial Services 1471 S Elms Rd, Flint, MI 48532
81072xxxx9 abe*@k***************.com 4 3100
Financial Plus Credit Union 7048 Miller Rd, Swartz Creek, MI 48473
80074xxxx1 aai****@m*****.com 3.7 18 5541 535 5800
Edward Jones - Financial Advisor: Mike Butterfield 1176 1/2 S Lapeer Rd Ste D, Lapeer, MI 48446
81024xxxx0 a.j*********@e**********.com 4 4 86486 97000
Raymond James Flint, MI 48501
81073xxxx1 aar************@r***********.com 1 2
Merrill Lynch Financial Advisor Mark P Yonan 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx2 ale*********@m*.com 3.02
LPL Financial 8011 miller road, Swartz Creek, MI 48473
81063xxxx5 3 2
Great Lakes Wealth 22260 Haggerty Rd #160, Northville, MI 48167
24837xxxx0 ale*********@g***************.us 5 3
Financial & Tax Planning 4080 Miller Rd Flint, MI 48507
81073xxxx0 inf*@f***************.com
Walterhouse-Faris Group - Ameriprise Financial Services 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81060xxxx0 amb**************@a***.com
Advance Financial Planning 1110 E Bristol Rd, Burton, MI 48529 81023xxxx0
Jeremiah Merkau - Thrivent 13318 North Rd, Fenton, MI 48430
73445xxxx2 adm**@d***********.com
Professional Investment Management, LLC 5741 Elizabeth Lake Rd, Waterford Twp, MI 48327 24862xxxx0 5.01
Global Financial Services 6060 Torrey Rd, Flint, MI 48507
81065xxxx3 jar***@m****************.com 5.029 717 4
Nichols Financial, Inc. 155 E Commerce St #103, Milford, MI 48381
24868xxxx4 eri*@e***********.com 5 2
Stephens Wealth Management Group 1408 W Hill Rd # B, Flint, MI 48507 81023xxxx0 5 2
American Retirement Advisors 5206 Gateway Ctr Ste 400, Flint, Mi 48507
85575xxxx0 cha****@a******.com 1198 11 1200
Primerica Financial Services 10751 S Saginaw St Bldg A #K, Grand Blanc, MI 48439
81060xxxx8 ali*************@p********.com 5 1
Roland Szukhent - Ameriprise Financial Advisor 5255 W Pierson Rd Ste G Flushing, MI 48433
81072xxxx0 dns*****@a***.com
Macksood Financial Services Inc 1110 E Bristol Rd Suite B, Burton, MI 48529
98972xxxx2 bre***********@l**.com 604 12 609
Patrick Financial Group 824 W Grand River Ave, Brighton, MI 48116
81022xxxx6 ale*****@p********************.com 5 4
Joel William Mallery - UBS Financial Services Inc. 8235 Holly Rd Ste 4, Grand Blanc, MI 48439
81034xxxx2 abc***@u**.com
Beatty, Betts & Associates - Ameriprise Financial Services, LLC 2521 Elms Rd A, Flushing, MI 48433
81048xxxx5 dns*****@a***.com
Financial Strategies Group, Inc. 265 N Alloy Dr, Fenton, MI 48430
80080xxxx0 ala***@f**********.com 5 32 1601 140 1700
Raymond James Financial Services 329 W Silver Lake Rd, Fenton, MI 48430
81059xxxx4 dan************@k*********************.com 5.04 196 198
executive financial 7577 Miller Rd, Swartz Creek, MI 48473
80022xxxx9 jsm***@e********.com 4.1 18
Fiserv 3031 Airpark Dr N, Flint, MI 48507
81023xxxx4 aak*************@f*****.com 4.8
Legacy Financial Group 8200 S Saginaw St Suite 300, Grand Blanc, MI 48439
81069xxxx0 adm**@l********.com
Macksood Financial Services Inc 2444 E Hill Rd STE 1, Grand Blanc, MI 48439 81069xxxx4
Aretha & Associates LLC
51754xxxx8 kri*@t**************.com
MyMoneyPlan 81051xxxx5
Edward Jones - Financial Advisor: Eric S Gasper 6122 W Pierson Rd Flushing, MI 48433
81023xxxx0 a.j*********@e**********.com
Financial Partners 8880 Commerce Rd, Commerce Charter Twp, MI 48382
24836xxxx6 rmi******@s*******.com 5.04
Blackmore Rowe Insurance 109 S Saginaw St, Byron, MI 48418
80028xxxx6 bmi****@b********.com 4.7 19 5 16 396 7 403
Legacy Consultants Wealth Management 8313 Holly Rd Suite A, Grand Blanc, MI 48439 81057xxxx0 5 1
Aretha & Associates LLC 8235 Holly Rd #4, Grand Blanc, MI 48439
81034xxxx0 abc***@u**.com
Clear Strategy - Financial Advisors & Retirement Planning 7305 Grand River Ave #600, Brighton, MI 48114
80096xxxx0 ada*@m**************.com 5 14
Minder Planning Group 498 Reid Rd #7, Grand Blanc, MI 48439
81030xxxx1 inv***@d***********.com 5 127
Gina Wells + Cat Toone Financial Design Strategies 2415 Owen Rd Ste - A Fenton, MI 48430
81057xxxx8 c18*****************************@s*****.wixpress
Bridge Wealth Management 5405 Gateway Centre Blvd, Flint, MI 48507
81069xxxx2 ale****@b**********.com 5.01
Strickler Financial Group 10299 E Grand River Ave suite i, Brighton, MI 48116
51761xxxx0 con****@s*****************.com 5 7
Lubna Jones - UBS Financial Services Inc. 8235 Holly Rd #4, Grand Blanc, MI 48439
81034xxxx4 abc***@u**.com
Thompson, Ken 12809 S Saginaw St, Grand Blanc, MI 48439
81069xxxx0 aar************@r***********.com
Jason Kokaly - Financial Advisor, Ameriprise Financial Services 5402 Gateway Ctr Ste E, Flint, MI 48507
81047xxxx3 dns*****@a***.com
Raymond James Financial Services 8285 S Saginaw St suite 9, Grand Blanc, MI 48439
81077xxxx4 aar************@r***********.com 3 2
Compass Financial Associates 10761 S Saginaw St bldg b ste d, Grand Blanc, MI 48439 81095xxxx0 4.3 24
Retirement Capital Services 8273 S Saginaw St suite a, Grand Blanc, MI 48439
80029xxxx4 equ**********@g****.com 5 1
OLV Investment Group 607 E 2nd Ave # 100, Flint, MI 48502
81074xxxx0 bol****@o********.com 5 3 315 6
David R Newbill, CFP 2387 S Linden Rd Ste B106 Flint, MI 48532
81023xxxx5
Main Financial Group 2120 Grand River Anx, Brighton, MI 48114
24834xxxx6 ada********@m*****************.com 4 5
Oppenheimer & Co. Inc. 9475 Holly Rd Suite #203, Grand Blanc Twp, MI 48439
81069xxxx0 alb*************@o**********.com 3 2 4.8 38 622 165 720
Edward Jones - Financial Advisor: Adam P Slaughter 1537 N Leroy St Suite A, Fenton, MI 48430
81062xxxx9 a.j*********@e**********.com 5 2 214 8 226
Castle Wealth Group Legal | MichiganEstatePlanning.com 1024 E Grand River Ave Ste. A, Brighton, MI 48116
84488xxxx0 inf*@m*********************.com 4.9 17
Merrill Lynch Financial Advisor Michael Lowther 8121 TRILLIUM CIRCLE AVENUE 2nd Floor, Grand Blanc, MI 48439
81060xxxx1 ale*********@m*.com 5 1
Frederick Miller Associates 10761 S Saginaw St Building B Suite M Grand Blanc, MI 48439 81096xxxx1
LPL Financial 175 Main St, Linden, MI 48451 81073xxxx0
James Lang - Financial Advisor, Ameriprise Financial Services 1537 E Hill Rd Ste 150, Grand Blanc, MI 48439
81069xxxx0 dns*****@a***.com 143 140
Ryan Faris - Branch Manager, Ameriprise Financial Services 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81060xxxx6 amb**************@a***.com
Clark Financial Solutions 81087xxxx9
Ameriprise Financial 9475 Holly Rd Ste 208, Grand Blanc, MI 48439
81069xxxx0 dns*****@a***.com
Ameriprise Financial Advisors 1479 W Bristol Rd Flint, MI 48507 81047xxxx2
Edward Jones - Financial Advisor: Jim Wood 121 E Main St Flushing, MI 48433
81065xxxx4 a.j*********@e**********.com
Hackney Jones Wealth Management Group - UBS Financial Services Inc. 8235 Holly Rd #4, Grand Blanc, MI 48439
81034xxxx0 abc***@u**.com 3
Dennis Richardson - Financial Consultant, Ameriprise Financial Services, LLC 175 N Leroy St, Fenton, MI 48430
d.r*********@a***.com
Campbell Retirement Planning Centers, Inc. 5334 Dixie Hwy, Waterford Twp, MI 48329 24862xxxx0 5 25
Mark Canavesio - Raymond James 8245 Holly Rd Ste 201, Grand Blanc, MI 48439
81060xxxx1 aar************@r***********.com 17427 18000
Sal Vanadia - Financial Advisor, Ameriprise Financial Services, LLC 175 N Leroy St, Fenton, MI 48430
81059xxxx7 dns*****@a***.com
Jared Whittey - LPL Financial Advisor 9061 Miller Rd #9, Swartz Creek, MI 48473 81063xxxx5 5 2
Edward Jones - Financial Advisor: Tim Fliam, AAMS™ 18030 Silver Pkwy, Fenton, MI 48430
81062xxxx5 a.j*********@e**********.com 5 3 86469 97000
Brian Reiber - Financial Advisor, Ameriprise Financial Services, LLC 5402 Gateway Centre Blvd Ste E, Flint, MI 48507
81047xxxx6 bri*********@a***.com
Edward Jones — Financial Advisor: Tim Fliam
81062xxxx5 a.j*********@e**********.com
Praesidium Wealth Management of Raymond James 8245 Holly Rd Ste 201, Grand Blanc, MI 48439
81069xxxx9 aar************@r***********.com 17427 18000
Morgan Stanley Financial Advisors 2430 E Hill Rd, Grand Blanc, MI 48439
81073xxxx0 acm***********@m************.com 5 2
Staub Financial Services 5280 Dixie Hwy, Waterford Twp, MI 48329
24866xxxx4 gay*********@s*************.com 5 2
Verde Capital Management 8031 Ortonville Rd Suite 210, City of the Village of Clarkston, MI 48348
24852xxxx0 ada******@v******.com 5 41
Paragon Financial Services 1309 S Linden Rd Ste D, Flint, MI 48532
81041xxxx7 gbu**@p***********************.net
5 1
Waddell & Reed 5402 Gateway Ctr Ste A, Flint, MI 48507
81023xxxx9 a.h*******@w******.com
Edward Jones - Financial Advisor: Lee H Napier 115 Mill St Fenton, MI 48430
81062xxxx9 a.j*********@e**********.com 261 267
Hallmark Insurance Agency 11506 S Saginaw St, Grand Blanc, MI 48439
81069xxxx0 hal*****@h***************.com 4.7 95 645 15 654
Steven Bliss - Ameriprise Financial Advisor 8305 S Saginaw St Ste 2 Grand Blanc, MI 48439
81095xxxx5 ant*******@a***.com
Nick Godlesky at Raymond James 8285 S Saginaw St suite 9, Grand Blanc, MI 48439
81069xxxx0 aar************@r***********.com 5 17427 18000
American Express 6140 Mcguire Rd, Fenton, MI 48430
81062xxxx2 aar**@a**************.com 898141 79
Waddell & Reed, Grand Blanc 8275 Holly Rd Suite 2, Grand Blanc, MI 48439
81058xxxx4 6d3*************************************@w*****************.com
Stokes Tax & Accounting Service, Inc. 8347 Davison Rd Davison, MI 48423
81065xxxx0 joh*@s***************.com 5 5 926 3 938
Walterhouse-Faris Group - Ameriprise Financial Services, LLC 9475 Holly Rd Ste 208, Grand Blanc Twp, MI 48439
81060xxxx0 amb**************@a***.com
Wells Fargo Advisors 5406 Gateway Centre Drive, Suite D, Flint, MI 48507
81073xxxx0 ami**************@w*****************.com 3.5 8 188782 190000
3.5 6
Foguth Financial Group, LLC 325 W Main St, Brighton, MI 48116
84443xxxx4 abu****@f**************.com 4.9 118 4.9 158 98 2400
Fifth Third Securities - Adam Slosar 12900 S Saginaw St, Grand Blanc, MI 48439
81069xxxx8 amy********@5*.com
Vallie Wealth Management of Raymond James 8245 Holly Rd Ste 201, Grand Blanc, MI 48439
81060xxxx0 aar************@r***********.com 17427 18000
Edward Jones - Financial Advisor: Kurtis R McMahan, AAMS™ 10004 E Lippincott Blvd Suite E, Davison, MI 48423
81065xxxx9 a.j*********@e**********.com 4 1 86450 97000
Mosley Consulting, LLC
81062xxxx0 ebe*@e*******.com 5
Edward Jones - Financial Advisor: Nathan M Schultz 6070 Fenton Rd Ste 2, Flint, MI 48507
81023xxxx6 a.j*********@e**********.com