Business List: Financial Planner in East Grand Rapids, MI, USA

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Summit Investment Guidance Partners 826 Parchment Dr SE Ste 205, Grand Rapids, MI 49546
61695xxxx1
Edward Jones - Financial Advisor: Shane Myas 1801 Breton Rd SE Ste E Grand Rapids, MI 49506
61694xxxx7 a.j*********@e**********.com
Rehmann 2330 E Paris Ave SE, Grand Rapids, MI 49546
61697xxxx0 ada********@r******.com 3.7 6
Voisard Asset Management Group 99 Monroe Ave NW Ste 504, Grand Rapids, MI 49503
61698xxxx8 bba***@v***********.com
America Group Wealth Management - Grand Rapids Financial Advisor 2025 E Beltline SE Ste 205, Grand Rapids, MI 49546
61697xxxx0 ash**********@l**.com
5 4
Morgan Stanley 5211 Cascade Rd SE Ste 200, Grand Rapids, MI 49546
61697xxxx0 aar***********@m***********************.com
Victory Financial Group 4139 Embassy Dr SE, Grand Rapids, MI 49546
61655xxxx8 inf*@v******************.com
Aaron Hollister - Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx3 aar************@r***********.com 141 226
Eastown Financial Advisors 1514 Wealthy St SE, Grand Rapids, MI 49506
61623xxxx3 and*@e***************.com 5 7 174 17
4.5 113
GFT Wealth Strategies 770 Kenmoor Ave SE STE 203, Grand Rapids, MI 49546 61634xxxx0 5 2
Olsson Investment Group-Wedbush Securities 1011 Fulton St E, Grand Rapids, MI 49503 61645xxxx0 3.312
Elite Wealth Management 2050 Celadon Dr NE Ste D, Grand Rapids, MI 49525
61680xxxx3 632*************************************@w*****************.com
Edward Jones 825 Parchment Dr SE Ste 200, Grand Rapids, MI 49546
61695xxxx9 a.j*********@e**********.com
Pietrangelo Barbara A 4764 Fulton St E #203, Ada, MI 49301 61685xxxx2 5 2
Randy Lanning - Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx3 aar************@r***********.com 5.02
Nick Hendon - Financial Advisor, Ameriprise Financial Services, LLC 5136 Cascade Rd SE # 2B, Grand Rapids, MI 49546
61645xxxx0 dns*****@a***.com 4.36
Accomplish Collective LLC 660 Cascade W Pkwy SE #245, Grand Rapids, MI 49546
61686xxxx0 acc*********************@w**********.com 5
James Haberlein - Financial Advisor, Ameriprise Financial Services, LLC 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
61672xxxx2 jam**************@a***.com
Discovery Financial 971 Spaulding Ave SE Ste A, Ada, MI 49301
61695xxxx9 ang**************@l**.com
Noorman, Rick, AGT 2851 Charlevoix Dr SE, Grand Rapids, MI 49546
61657xxxx3 ame******************@a***.com
Mrk Asset Management 4081 Cascade Rd SE, Grand Rapids, MI 49546 61695xxxx0
George Wit - Financial Advisor, Ameriprise Financial Services, LLC 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
61672xxxx2 dns*****@a***.com 5.01
Financial Services of America 2249 Wealthy St SE Suite 208, East Grand Rapids, MI 49506
and***********@f***.com 5.04
Edward Jones - Financial Advisor: Philip Streng 825 Parchment Dr SE Ste 200 Grand Rapids, MI 49546
61695xxxx9 a.j*********@e**********.com 84721
Wealthspan Investment Management 1500 E Beltline Ave SE Suite 200, Grand Rapids, MI 49506
61665xxxx1 sup****@w***********.com
U.S. Trust 40 Pearl St NW, Grand Rapids, MI 49503
61645xxxx9 aar************@u******.com
Money Concepts DuBois 3501 Lake Eastbrook Blvd SE #222, Grand Rapids, MI 49546 61645xxxx3
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 a.j*********@e**********.com
Forest Hills Financial, Inc. 3210 Eagle Run Dr NE Ste 104, Grand Rapids, MI 49525
61694xxxx6 5 1
Merrill Lynch Financial Advisor Amy L Freeburg 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
61677xxxx1 ale*********@m*.com 2.33
Clausing Financial Group 4135 Embassy Dr SE, Grand Rapids, MI 49546
61697xxxx2 cor**********@l**.com
Regulus Advisors 2687 44th St SE, Grand Rapids, MI 49512
61672xxxx5 bpi****@r**************.com
Edward Jones - Financial Advisor: Philip Streng, AAMS™|CRPC™ 825 Parchment Dr SE Suite 200, Grand Rapids, MI 49546
61695xxxx9 a.j*********@e**********.com 5.01 86327 97000
Family Capital Management 168 Louis, Campau Promenade Suite 500, Grand Rapids, MI 49503
61677xxxx0 ang***@f***************.com 3.7 3
Integrated Financial Services, Inc. 3351 Claystone St SE Ste 111, Grand Rapids, MI 49546
61694xxxx7 hum*******@n**********.com
Regan James Wilda - Financial Advisor, Ameriprise Financial Services, LLC 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61694xxxx8 dns*****@a***.com 5.01
Variable Concepts Inc 161 Ottawa Ave NW Ste 204, Grand Rapids, MI 49503
61677xxxx5 akr********@v***************.com
First Mutual Investment Inc 688 Cascade W Pkwy SE, Grand Rapids, MI 49546
61695xxxx0 5 1
Paul Mysliwiec - Private Wealth Advisor, Ameriprise Financial Services, LLC 3351 Eagle Run Dr NE Ste D, Grand Rapids, MI 49525
61636xxxx9 amy*****@a***.com
IM Wealth 99 Monroe Ave NW #200, Grand Rapids, MI 49503
jam**@i*******.com 5.03
Ubs Ag 333 Bridge St NW Ste 1100, Grand Rapids, MI 49504
61645xxxx1 aar*******@u**.com 229846 242000
Merrill Lynch Financial Advisor Timothy J Long 250 Monroe Ave NW Suite 600, Grand Rapids, MI 49503
61677xxxx0 ale*********@m*.com 2.33
Moerdyk Financial 5005 Cascade Rd SE B, Grand Rapids, MI 49546
61674xxxx6 ann**@m***************.com 1.01
Ameriprise - David G Thayler 2025 E Beltline Ave SE Ste 200, Grand Rapids, MI 49546
61698xxxx6 ame******************@a***.com
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
Edward Jones - Financial Advisor: Cory Bulemore 825 Parchment Dr SE Suite 200, Grand Rapids, MI 49546 61695xxxx9
Edward Jones - Financial Advisor: Paul A Storm 1739 44th St SE, Grand Rapids, MI 49508
61628xxxx6 a.j*********@e**********.com
Edward Jones 40 Pearl St NW Ste 424, Grand Rapids, MI 49503
61645xxxx1 a.j*********@e**********.com 124 124
DeHoek & Company PLLC 2025 E Beltline Ave SE Suite 204, Grand Rapids, MI 49546
61645xxxx0 5 3
Van Valkenburg & Associates, CPA 2025 E Beltline Ave SE #408, Grand Rapids, MI 49546
61621xxxx5 5 3
Edward Jones 2121 Celebration Dr NE Ste 650, Grand Rapids, MI 49525
61636xxxx5 a.j*********@e**********.com
Luminist Capital 4981 Cascade Rd SE Suite C, Grand Rapids, MI 49546
87780xxxx7 inf*@l**************.com 5 1
Allied Integrated Wealth 250 Monroe Ave NW Suite 400 Room 430, Grand Rapids, MI 49503
51781xxxx9 x22*******@a*********************.com 5.03
CAPTRUST 99 Monroe Ave NW Suite 901, Grand Rapids, MI 49503
61664xxxx1 aar*********@c*******.com 3.513
Sytsma Wealth Strategies 922 Wealthy St SE, East Grand Rapids, MI 49506
61660xxxx5 aar************@r***********.com 4.3 4
Fifth Third Preferred - Ryan Baines 4460 Cascade Rd SE, Grand Rapids, MI 49546 61693xxxx3
Fiduciary Financial Advisors 124 Fulton St E, Grand Rapids, Mi 49503
61662xxxx2 use*@d*****.com
5 34
advisoryadvocates 4981 Cascade Rd SE, Grand Rapids, MI 49546
86659xxxx8 inf*@a****************.com 4.8
Chance Coda - Financial Advisor, Ameriprise Financial Services, LLC 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61697xxxx0 dns*****@a***.com 5.02
Ameriprise Financial Advisors 3501 Lake Eastbrook Blvd SE Ste 256 Grand Rapids, MI 49546 61695xxxx6
Michael Gascon - Financial Advisor, Ameriprise Financial Services, LLC 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546
61645xxxx0 dns*****@a***.com 1.01
Bright Future Financial Services 3501 Lake Eastbrook Blvd SE #222, Grand Rapids, MI 49546
61680xxxx0 *nn*@b*************.com 5 3
Ameriprise Financial 4467 Cascade Rd SE # A4499, Grand Rapids, MI 49546
61698xxxx3
Edward Jones - Financial Advisor: Chad E Zagel 705 Bagley Ave SE Grand Rapids, MI 49506
61623xxxx2 a.j*********@e**********.com
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
Raymond James & Associates 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx3 aar************@r***********.com 5 1 17418 18000
FCM Financial Planning 4915 Cascade Rd SE, Grand Rapids, MI 49546
61632xxxx1 den***@f***********.com 4.3 6
Retirement & Wealth Strategies (RWS Financial Group) 32 Market Ave SW Suite 310, Grand Rapids, MI 49503
83379xxxx6 ale***@r*******.org 5.04
Edward Jones - Financial Advisor: Nick McFarland 2311 E Beltline Ave SE Ste 101, Grand Rapids, MI 49546
61694xxxx0 a.j*********@e**********.com 86430 97000
4.5 1
Stonebridge Financial Group 3333 Deposit Dr NE, Grand Rapids, MI 49546
61682xxxx1 bpi****@s************************.com 18
Brandenburg Capital Management Corp 242 Carlton Ave SE, Grand Rapids, MI 49506
61655xxxx7 dan@b***************************.com
Victor Amaya - Financial Advisor, Ameriprise Financial Services, LLC 1985 Talamore Ct SE, Grand Rapids, MI 49546
61657xxxx3 dns*****@a***.com 5.013
Calder Investment Advisors 96 Monroe Center St NW Unit 305, Grand Rapids, MI 49503 61623xxxx2
Tarfis Wealth Management, LLC 3940 Peninsular Dr SE, Grand Rapids, MI 49546 61632xxxx8 rob@t*****.com
Mosaic Wealth Management 607 Cascade W Pkwy SE, Grand Rapids, MI 49546
61694xxxx0 car********@l**.com 5 8
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
Edward Jones 4875 Cascade Rd SE Suite 2, Grand Rapids, MI 49546
61628xxxx8 a.j*********@e**********.com
Midwest Capital Advisors 630 Kenmoor Ave SE Suite 206, Grand Rapids, MI 49546
61645xxxx0 aba***@m*********.com 5 1 68 6
Stifel, Nicolaus & Company, Inc. 5181 Cascade Rd SE, Grand Rapids, MI 49546
61694xxxx7 abb****@s*****.com 63
Clausing Financial Group 4135 Embassy Dr SE #2418, Grand Rapids, MI 49546
61697xxxx2 cor**********@l**.com 2.33
The Braun Walsh Group Private Wealth Management Robert W. Baird & Co. 333 Bridge St NW, Grand Rapids, MI 49504
61623xxxx1 5 5
Merrill Lynch Financial Advisor Rachel Mraz 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
61677xxxx6 ale***********@m*.com 2.33
Senior Advisory Services, PLLC 625 Kenmoor Ave SE Suite 301, Grand Rapids, MI 49546 61692xxxx9 2.8
Waddell & Reed Grand Rapids 625 Kenmoor Ave SE Ste 209, Grand Rapids, MI 49546
61695xxxx1 6d3*************************************@w*****************.com
Fifth Third Private Bank - Eli McMorris 1850 E Paris Ave SE, Grand Rapids, MI 49546 61665xxxx9
Ken Chesterman, Financial Advisor 3949 Sparks Dr SE STE 104, Grand Rapids, MI 49546 61646xxxx5 5 1
Taxes At Tiffanys Grand Rapids, MI 49503
61643xxxx7
Mark Fink - Financial Advisor, 99 Monroe Wealth Group, a financial advisory practice of Ameriprise Financial Services, LLC 99 Monroe Ave NW, Grand Rapids, MI 49503
61675xxxx1 dns*****@a***.com
Edward Jones - Financial Advisor: Alan D. Gortmaker 1739 44th St SE, Grand Rapids, MI 49508 61628xxxx6
Mariner Wealth Advisors 250 Monroe Ave NW 4th floor, Grand Rapids, MI 49503
24837xxxx1 aal*************@m********************.com 2.33
Wells Fargo Advisors 2025 E Beltline Ave SE Ste 501, Grand Rapids, MI 49546
61697xxxx0 hos*******@w*********.com
Brian McCabe - Financial Advisor, Ameriprise Financial Services, LLC 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61695xxxx5 dns*****@a***.com 5.03
Van Loo, Roger James, AGT 2851 Charlevoix Dr SE, Grand Rapids, MI 49546
61698xxxx8 dns*****@a***.com 132818 134000
Ameriprise Financial 2025 E Beltline Ave SE Ste 304, Grand Rapids, MI 49546
61698xxxx6 ame******************@a***.com
Michael Fiorenzo - Financial Advisor, Ameriprise Financial Services, LLC 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525 61672xxxx2 mic***************@a***.com
Great Lakes Financial Management 688 Cascade W Pkwy SE, Grand Rapids, MI 49546 61695xxxx0 1 1
Integrated Solutions Risk Management 678 Front Ave NW, Grand Rapids, MI 49504 61645xxxx6
Wealthspan Advisors, LLC 1500 E Beltline Ave SE Suite 200, Grand Rapids, MI 49506
61665xxxx1 c18*****************************@s*****.wixpress 5.032
SageRock Wealth Partners 4095 Embassy Dr SE, Grand Rapids, MI 49546
61657xxxx7 inf*@s*********.com 4.9 7
Laura Lyn Heckaman 625 Kenmoor Ave SE Suite 209, Grand Rapids, MI 49546
61695xxxx1 6d3*************************************@w*****************.com
Edward Jones - Financial Advisor: Randy A Renker, CFP®|AAMS™ 146 Monroe Center St NW Suite 510, Grand Rapids, MI 49503
61632xxxx2 a.j*********@e**********.com 5 2 82172 92135
Schwallier Wealth Management 607 Cascade West Pkwy SE, Grand Rapids, MI 49546
61685xxxx1 ada*@s*********.com 5 11 45 45
5 5
Wells Fargo Advisors 99 Monroe Ave NW Ste 850, Grand Rapids, MI 49503
61645xxxx0 a-w***************@w*****************.com
Grand Wealth Management 200 Ottawa Ave NW Ste 401, Grand Rapids, MI 49503
61645xxxx8 ada**@w************.com 1679 52 1900
Chesme Capital Management 44 Grandville Ave SW, Grand Rapids, MI 49503
61671xxxx4 chu**@c*****.com
First Financial Resource 6026 Kalamazoo Ave SE # 206, Grand Rapids, MI 49508 26979xxxx6
Edward Jones - Financial Advisor: David Halvorson, CFP® 4070 Lake Dr SE Ste 203, Grand Rapids, MI 49546
61672xxxx4 a.j*********@e**********.com 147 150
5 11
Roy, Pat, AGT 2025 E Beltline Ave SE, Grand Rapids, MI 49546
61698xxxx6 dns*****@a***.com
Fifth Third Securities - Jeffrey Noeker 4460 Cascade Rd SE, Grand Rapids, MI 49546
61677xxxx3 adr************@5*.com
Kloth Lawrence 250 Monroe Ave NW, Grand Rapids, MI 49503 61677xxxx0
Schaefer and Hollister Wealth Maganement Group of Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
aar************@r***********.com 17425 18000
Frattallone, Sylvia, AGT 6300 Fulton St E, Ada, MI 49301
61668xxxx0 ame******************@a***.com 132821 134000
Frattallone Wealth Management Group-Ameriprise Financial Services 6300 Fulton St E, Ada, MI 49301
61668xxxx0 dns*****@a***.com 130 133
Secure Future Investor Serving theEast Grand Rapids Area 86653xxxx2
Edward Jones - Financial Advisor: Chris Munson 3850 29th St SE Ste L Kentwood, MI 49512
61694xxxx3 a.j*********@e**********.com 86333 97000
Merrill Lynch Wealth Management 250 Monroe Ave NW Ste 6TH, Grand Rapids, MI 49503
61677xxxx0 ale*********@m*.com 2.3 3
Cornerstone Wealth Partners - Steve Vanderwey, William Wiarda 1600 E Beltline Ave NE Ste 114, Grand Rapids, MI 49525
61655xxxx1 eri****@c************************.com
Ian H Edwards CPA 2373 Valleywood Dr SE Apt Q12 Grand Rapids, MI 49546
61625xxxx4 *re*@e**********.com
Premier Financial 2025 E Beltline Ave SE # 203, Grand Rapids, MI 49546
61694xxxx5 and*@p****************.com
United Wealth Management 900 E Paris Ave SE #100, Grand Rapids, MI 49546
61655xxxx1 adm**@i*****************.com 2997 181 2900
CooperDavis Financial Group 644 Lovett Ave SE, Grand Rapids, MI 49506
61657xxxx6 coo************@c*************.com 4 4
ClearPath Wealth Strategies 61690xxxx3 inf*@c*****************.com
Financial Advisory Group 660 Cascade West Pkwy SE Ste 125, Grand Rapids, MI 49546
61623xxxx0 and*****@f********************.com
First Home Financial Inc 3210 Eagle Run Dr NE #202, Grand Rapids, MI 49525 61644xxxx5
Charles Schwab aic************@s*****.com 2.7 7
Edward Jones - Financial Advisor: Kyle Underwood 2311 E Beltline Ave SE Ste 101 Grand Rapids, MI 49546
61694xxxx0 a.j*********@e**********.com 84843
TPS Advisors 4990 Cascade Rd SE Suite 2, Grand Rapids, MI 49546 88850xxxx7
Rinvelt & David 1700 E Beltline Ave NE, Grand Rapids, MI 49525
61695xxxx2 ang**@r***********.com
Merrill Lynch Financial Advisor David L Smits 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
61677xxxx9 ale*********@m*.com 2.33
Innovia Wealth 171 Monroe Ave NW Ste 800, Grand Rapids, MI 49503
61671xxxx7 aar**@i************.com 5.04
Edelman Financial Engines 5510 Cascade Rd SE # 280, Grand Rapids, MI 49546
83375xxxx3 aar*******@e**********************.com 5 1
Bruce Meyers - Financial Advisor, Ameriprise Financial Services, LLC 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546
61645xxxx0 ale**************@a***.com
Thatcher Wealth Management 4843 Cascade Rd SE Ste 400, Grand Rapids, MI 49546
61628xxxx3 sar***********@a************.com 5 4
Evolution Wealth Strategies 4843 Cascade Rd SE, Grand Rapids, MI 49546
61641xxxx0 ape******@e*****.com
Ameriprise Financial Services Inc 6701 Old 28th St SE, Grand Rapids, MI 49546
61668xxxx3 dns*****@a***.com 148
Norris Perne & French LLP 40 Pearl St NW, Grand Rapids, MI 49503
61645xxxx1 est****@n**********.com
Axiom Wealth Partners 45 Ottawa Ave SW Suite 700, Grand Rapids, MI 49503
Edward Jones - Financial Advisor: Richard W Sottile, AAMS™ 5060 Cascade Rd SE STE C, Grand Rapids, MI 49546
61628xxxx8 a.j*********@e**********.com 5 3
Legacy Planning & Associates 770 Kenmoor Ave SE Ste 103, Grand Rapids, MI 49546
61671xxxx0
Callesen Wealth Management 1500 E Beltline Ave SE # 205, Grand Rapids, MI 49506
61651xxxx9 ann@c*************.com 5.011 985 12 1000
First Mutual Investment Management Inc 688 Cascade West Pkwy SE Ste 100, Grand Rapids, MI 49546
61695xxxx0 den***@f********************.com
2M Financial Group 333 Bridge St NW #600, Grand Rapids, MI 49504
61675xxxx2 5 3
Kroon & Mitchell 29 Pearl St NW # 400, Grand Rapids, MI 49503
61635xxxx2 axx*****@k***************.com 5 13 371 16
Andy Tran - Financial Advisor, Ameriprise Financial Services, LLC 4362 Cascade Rd SE Ste 111, Grand Rapids, MI 49546
61650xxxx2 dns*****@a***.com
Morgan Stanley Wealth Management 5211 Cascade Rd SE, Grand Rapids, MI 49546
61697xxxx0 aar***********@m***********************.com
Peterson Financial Strategies 5070 Cascade Rd SE #150, Grand Rapids, MI 49546
61642xxxx7 chr**@p**************************.com
Great Lakes Financial Management 688 Cascade West Pkwy SE Ste 200, Grand Rapids, MI 49546
61695xxxx0
Edward Jones - Financial Advisor: Rachel Kieras 959 Wealthy St SE Ste 2, Grand Rapids, MI 49506
61664xxxx4 a.j*********@e**********.com 5 1 81441 91174
Edward Jones 924 Cherry St SE Ste B, Grand Rapids, MI 49506 61645xxxx5
Custer Financial Advisors 515 Michigan St NE Ste 304 Grand Rapids, MI 49503
61674xxxx9 cus********************@l**.com
Edward Jones - Financial Advisor: Ryan S Ten Have 3850 29th St SE Ste L Grand Rapids, MI 49512
61694xxxx3 a.j*********@e**********.com
Mosaic Wealth Management 5150 Cascade Rd SE Ste A, Grand Rapids, MI 49546
61694xxxx0 car********@l**.com
Edward Jones - Financial Advisor: Beckie Garvey, CFP®|ChFC®|AAMS™ 2900 E Beltline Ave NE B, Grand Rapids, MI 49525
61636xxxx2 a.j*********@e**********.com 4 4 86327 97000
Medalist Wealth Management 2900 Charlevoix Dr SE Suite 220, Grand Rapids, MI 49546
84463xxxx7 ma**@m*************.com
Morgan Stanley Wealth Management 1328 Worcester Dr NE, Grand Rapids, MI 49505
61645xxxx8 acm***********@m************.com
Golden Goose Wealth Planning, LLC
61625xxxx6 c18*****************************@s*****.wixpress 269 278
Integrated for Me | Wealth Management and Retirement Plan Consultant 3351 Claystone St SE Ste #111, grand rapids, MI 49546
61694xxxx0
John T Schaefer - Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx3 aar************@r***********.com 17428 18000
Jeff VanderWeele - Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx3 5.013
Rick Noorman - Associate Financial Advisor, Ameriprise Financial Services, LLC 2025 E Beltline Ave SE #304, Grand Rapids, MI 49546
61627xxxx8 dns*****@a***.com 5.04
Langschied Financial 2731 Breton Rd SE, Grand Rapids, MI 49546
61685xxxx9 jes*************@l**.com 5.01
Raymond James Financial Services 1151 E Paris Ave SE Ste 200, Grand Rapids, MI 49546
61697xxxx3
Riley Planning & Investments-Financial Planners & Advisors 1600 E Beltline Ave NE Suite 212, Grand Rapids, MI 49525
61648xxxx4 rpi@c***********.com 33 35
Edward Jones 99 Monroe Ave NW Ste 701, Grand Rapids, MI 49503
61645xxxx6 acc**********@e**********.com 219 238
Merrill Lynch Financial Advisor James Harding 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
61677xxxx6 ale*********@m*.com 2.33
Merrill Lynch Financial Advisor John M Nowak 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
61677xxxx2 ale*********@m*.com 2.33
EQUITABLE ADVISORS -- David Sayfie, MBA. Grand Rapids, MI 4467 Cascade Rd SE #4475, Grand Rapids, MI 49546
61657xxxx1 dav*********@e********.com 66
Retirement Planning Associates, Inc. 4519 Cascade Rd SE, Grand Rapids, MI 49546 61645xxxx6 5.01
Rinvelt & David LLC 1700 E Beltline Ave NE # 150, Grand Rapids, MI 49525
61695xxxx2 ang**@r***********.com 5 1
Family Capital Management 168 Louis Campau Promenade NW, Grand Rapids, MI 49503
61677xxxx0 ang***@f***************.com
Charles Schwab 5136 Cascade Rd SE Ste 1B, Grand Rapids, MI 49546
61646xxxx0 app*******************@s*****.com
Laura Lubbers - Financial Advisor, Ameriprise Financial Services, LLC 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
61672xxxx2 dns*****@a***.com 5.02
Edward Jones - Financial Advisor: Scott P McPheeters 924 Cherry St SE Ste B Grand Rapids, MI 49506
61645xxxx5 a.j*********@e**********.com 84720
Morgan Stanley Wealth Management 5122 Cascade Rd SE, Grand Rapids, MI 49546
61697xxxx6 c_m******@a*****.morganstanleyclientserv
Hilgendorf Wealth Management of Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx3 aar************@r***********.com
American Debt Solution 820 Monroe Ave NW Ste 360, Grand Rapids, MI 49503 61664xxxx3
Great Lakes Financial Insurance Agenecy 771 Kenmoor Ave SE STE A, Grand Rapids, MI 49546 26923xxxx6 5 1
Tammera Nevins - Thrivent
61663xxxx6 adm**@d***********.com
Elevate Financial Planning 2050 Celadon Dr NE, Suite A-12, Grand Rapids, MI 49525 61622xxxx1
IBS Financial Group 758 Fulton St W, Grand Rapids, MI 49504
61677xxxx0 apr**@i****.com
First Commercial Bank 50 Louis St NW, Grand Rapids, MI 49503
61660xxxx1 abd**********@c**************.com 1278 3 1400
Edward Jones - Financial Advisor: Chad E Zagel, CFP®|AAMS™ 705 Bagley Ave SE, East Grand Rapids, MI 49506
61623xxxx2 a.j*********@e**********.com 5 2 81442 91176
Eastown Financial Advisors 1514 Wealthy St SE STE 226, Grand Rapids, MI 49506
61623xxxx3 and*@e***************.com 5 7
Thomas Trisch - TIAA Wealth Management Advisor 333 Bridge St NW #110, Grand Rapids, MI 49504
80084xxxx1 acc******************@t***.org 90876 507 91000
Legacy Planning & Associates, Inc. 630 Kenmoor Ave SE Suite #100, Grand Rapids, MI 49546 61671xxxx0 5 1
Schwallier Wealth Management 4764 Fulton St E Ste 201, Ada, MI 49301
61685xxxx1 ada*@s*********.com 5 5 45 45
Merrill Lynch Financial Advisor Rua Hekhuis 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
61677xxxx7 ale*********@m*.com 2.33
Bankers Life 3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525
61694xxxx0 abc*******@b**********.com 4.6 19 4.2 5 193 15 242
Financial Planning & Investment Advisory- AAM Fee Only 4555 Wilson Ave SW Ste 2, Grandville, MI 49418
61653xxxx0 agl******@a*****.com 5 2
Harvest Financial 3501 Lake Eastbrook Blvd SE #105, Grand Rapids, MI 49546
61636xxxx0 bja*****@g********.com 3.312 64
Edward Jones - Financial Advisor: Don Jansma 2121 Celebration Dr NE Ste 650, Grand Rapids, MI 49525 61636xxxx5
Edward Jones 5060 Cascade Rd SE, Grand Rapids, MI 49546
61628xxxx8 a.j*********@e**********.com 86498 97000
Calder Financial Group 1331 Lake Dr SE #100, Grand Rapids, MI 49506
61623xxxx2 bob@c*************.com 5 14
Lakeshore Financial Group 625 Kenmoor Ave SE, Grand Rapids, MI 49546
61632xxxx0 joh*@l**********************.com 5.01
Moerdyk Financial Group 5005 Cascade Rd SE Ste B, Grand Rapids, MI 49546
61674xxxx6 ann**@m***************.com
TD Ameritrade 4300 Cascade Rd SE #101, Grand Rapids, MI 49546
61653xxxx1 aam***********@t***********.com 3 5 392790 400000
ClearVista Advisors 630 Kenmoor Ave SE STE 104 Suite 104, Grand Rapids, MI 49546
61633xxxx7 inf*@c*****************.com 5 6
Lincoln Financial Advisors 4135 Embassy Dr SE, Grand Rapids, MI 49546 61697xxxx5 2.3 3
Ameriprise Financial 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
61672xxxx2 ame******************@a***.com
John M. Derbin, CFP 4990 Cascade Rd SE Suite 2, Grand Rapids, MI 49546
88850xxxx7 inf*@t**********.com 1 1
Foguth Financial Group 4450 Cascade Rd SE, Grand Rapids, MI 49546
84443xxxx4 abu****@f**************.com 4.9 158 98 2400
Ameriprise Financial Svc Inc 2851 Charlevoix Dr SE Ste 200, Grand Rapids, MI 49546
61628xxxx9 ame******************@a***.com 132818 134000
Waypointe Wealth Advisors 1600 E Beltline Ave NE # 216, Grand Rapids, MI 49525
61660xxxx5 0ad*************************************@w*****************.com
Behrens Wealth Management and Cetera Advisor Networks 1971 E Beltline Ave NE Suite 200-A, Grand Rapids, MI 49525
61685xxxx7 mik*@b************.com 5.04
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC 3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525
61636xxxx9 5.01
Chase Carpenter - Financial Advisor, Ameriprise Financial Services, LLC 5136 Cascade Rd SE Ste 2B, Grand Rapids, MI 49546
61645xxxx0 dns*****@a***.com 5.011
Kaizen Financial Advisors 2525 E Paris Ave SE Grand Rapids, MI 49546 61697xxxx5
TIAA Financial Services 333 Bridge St NW #110, Grand Rapids, MI 49504
80084xxxx1 acc******************@t***.org 5.01 90966 507 91000
Denny Mosson - Financial Advisor, Ameriprise Financial Services, LLC 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61697xxxx6 dns*****@a***.com 5.03
Kroon & Mitchell 29 Pearl St NW, Grand Rapids, MI 49503
61635xxxx2 axx*******@k***************.com
Nelson Schrader - Ameriprise Financial Services, LLC 5136 Cascade Rd SE # 2B, Grand Rapids, MI 49546
61645xxxx0 ale**************@a***.com 217 2 227
Business Accounting Solutions Rockford, MI 49341 61686xxxx4
Edward Jones - Financial Advisor 825 Parchment Dr SE Suite 200, Grand Rapids, MI 49546
61695xxxx9 a.j*********@e**********.com 5.01 86327 97000
Safe Bridge Financial Advisor Kentwood, MI 49508 61628xxxx2
VanderPol Investments 333 Bridge Street Northwest 100, Grand Rapids, MI 49504 61672xxxx7
Synergy Wealth Management 660 Cascade W Pkwy SE STE 250, Grand Rapids, MI 49546
61628xxxx8 ale*********@s********.com 5.011
Rick Noorman - Associate Financial Advisor, Ameriprise Financial Services, LLC 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
61627xxxx8 dns*****@a***.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
Gregory M. Chapman, CPWA CEPA- Morgan Stanley 5122 Cascade Rd SE, Grand Rapids, MI 49546
61677xxxx4 acm***********@m************.com
JD Meisling - Branch Manager, Ameriprise Financial Services, LLC 333 Bridge St NW UNIT 205, Grand Rapids, MI 49504
61695xxxx0 dns*****@a***.com 5.03
Darlene Cress - Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx3 aar************@r***********.com 5.01 16983
Forest Hills Accounting & Tax 4403 Cascade Rd SE, Grand Rapids, MI 49546 61695xxxx7
L 2 Advisors 2674 Kraft Ave SE, Grand Rapids, MI 49546
61697xxxx3 asi******@l**********.com 3 2
Wealthcare Capital Management - Scott Davison, CFP®, CPA 625 Kenmoor Ave SE Suite 301, Grand Rapids, MI 49546
61620xxxx1
Kaminski Wealth Management of Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx8 5 2
Schipper and Osterink 125 Ottawa Ave NW Ste 357, Grand Rapids, MI 49503
61653xxxx0
Noyes David A & Co 1711 Oxford Dr SE, Grand Rapids, MI 49506
61647xxxx2 ape*****@d******.com
Veltman Investment Management and Financial Services 741 E Beltline Ave NE, Grand Rapids, MI 49525
61677xxxx1 5 1
Eminence Financial 2815 Michigan NE Ste D Grand Rapids, MI 49506
80069xxxx5 inf*@e****************.com
ClearPath Wealth Strategies 2311 E Beltline Ave SE #101, Grand Rapids, MI 49546
61694xxxx0 a.j*********@e**********.com 86505 97000
Capital Alliance Financial LLC 4095 Embassy Dr SE, Grand Rapids, MI 49546
61694xxxx0 inf*@c***********************.com 1 2
Harvest Wealth Advisors 5075 Cascade Rd SE A, Grand Rapids, MI 49546
61671xxxx5 dav**@h********************.net
Edward Jones - Financial Advisor: Mark D Asma, AAMS™ 1179 E Paris Ave SE Ste 120, Grand Rapids, MI 49546
61628xxxx7 acc**********@e**********.com 5 1 81441 91175
Kanai Wealth Management Group 2050 Celadon Dr NE Ste D, Grand Rapids, MI 49525
61681xxxx0 5 3 3.5 2
Ameriprise Financial Services Inc 6300 Fulton St E, Ada, MI 49301
61668xxxx0 dns*****@a***.com 132
American Express 975 Spaulding Ave SE Ste D, Ada, MI 49301
61697xxxx9 aar**@a**************.com
James Sanford - Financial Advisor, Ameriprise Financial Services, LLC 3347 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
61672xxxx2 dns*****@a***.com
LaFleur & Godfrey Private Wealth Management 625 Kenmoor Ave SE #209, Grand Rapids, MI 49546
61694xxxx0 dan**@l*************.com 5.032
Advance Capital Management 625 Kenmoor Ave SE Suite 307, Grand Rapids, MI 49546
61695xxxx6 aab****@a********.com 5.011 352 24 405
Fifth Third Securities - Michael Ver Merris 2465 Burton St SE, Grand Rapids, MI 49546
61677xxxx7 adr************@5*.com
Ameriprise Financial- Sylvia Frattallone 6300 Fulton St E, Ada, MI 49301
61668xxxx0 dns*****@a***.com 133
Cascade Financial Group 607 Cascade W Pkwy SE, Grand Rapids, MI 49546 61657xxxx0 1 1
David Keener - TIAA Wealth Management Advisor 333 Bridge St NW #110, Grand Rapids, MI 49504
80084xxxx1 acc******************@t***.org 90971 507 91000
Great Lakes Insurance And Financial Services Agency, LLC 6095 28th St SE Ste 200, Grand Rapids, MI 49546
88888xxxx0 jk@j************.com
Paul Dalberg, CPA 815 Alger SE Dalberg & Associates Grand Rapids, MI 49507
61624xxxx1
Bank of America ATM (Drive-thru) 2627 E Beltline Ave SE, Grand Rapids, MI 49546
84440xxxx0 aar**********@b***.com 5 1
Ameriprise Financial Services Inc 975 3 Mile Rd NW, Grand Rapids, MI 49544
61664xxxx8 cla*************@a***.com
Drummond Capital Management Group 5075 Cascade Rd SE, Grand Rapids, MI 49546
61636xxxx5 dat*****************@i****.de
The Phelps Group 2960 Lucerne Dr SE, Grand Rapids, MI 49546 61636xxxx9
Fifth Third Private Bank - Mead Fonnesbeck 1850 E Paris Ave SE, Grand Rapids, MI 49546 61665xxxx2
1st Choice Financial Services Llc 2505 Ardmore St SE fice 2, Grand Rapids, MI 49506
61655xxxx4 ash****@m************.com
4.5 6
Modern Woodmen of America 2618 E Paris Ave SE, Grand Rapids, MI 49546
61694xxxx0 aar**********@m*************.org 5 1
Ameriprise Financial - Daniel J. Musick 4595 Broadmoor Ave SE Ste 293, Grand Rapids, MI 49512 61682xxxx2
Matthew Graham - TIAA Wealth Management Advisor 333 Bridge St NW #110, Grand Rapids, MI 49504
80084xxxx1 acc******************@t***.org 90876 507 91000
Benjamin F. Edwards 99 Monroe Ave NW #975, Grand Rapids, MI 49503
84497xxxx1 a-p*********@b***************.com 5.01 1408 38 1500
Merrill Lynch Financial Advisor Scott S Eccker Calder Building, 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
61677xxxx2 ale***********@m*.com 2.33
Mark Czarnecki - Financial Advisor, Ameriprise Financial Services, LLC 333 Bridge St NW Ste 205, Grand Rapids, MI 49504
61697xxxx8 dns*****@a***.com 5.01
Jack Hendon - Private Wealth Advisor, Ameriprise Financial Services, LLC 5136 Cascade Rd SE # 2B, Grand Rapids, MI 49546
61645xxxx0 dns*****@a***.com
Scot Fay - Thrivent 5075 Cascade Rd SE Suite L-2, Grand Rapids, MI 49546
61636xxxx2 adm**@d***********.com 5 1
Edward Jones - Financial Advisor: Rachel Kieras 665 Seward Ave NW Ste 125, Grand Rapids, MI 49504 61645xxxx7
Rush Jeffrey 2060 E Paris Ave SE Ste 250, Grand Rapids, MI 49546 61697xxxx3
Tamara Sytsma - Raymond James 922 Wealthy St SE, Grand Rapids, MI 49506
61660xxxx5 aar************@r***********.com 5.01 16983
Schwallier Wealth Management LLC 5
Baird Private Wealth Management 333 Bridge St NW Ste 1000, Grand Rapids, MI 49504
80088xxxx0 alu******@r******.com 5 1 7740 904 8436
Edward Jones 665 Seward Ave NW, Grand Rapids, MI 49504
61645xxxx7 a.j*********@e**********.com 120
Eastown Financial Services 1514 Wealthy St SE, Grand Rapids, MI 49506
61623xxxx8 and*@e***************.com
Merrill Lynch Financial Advisor Jonathan Lund 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503
61677xxxx3 ale*********@m*.com 2.33
Financial Advisory Corporation 4251 Cascade Rd SE, Grand Rapids, MI 49546
61623xxxx0 ad@f********.com
GreenRock 2249 Wealthy St SE Suite 217, East Grand Rapids, MI 49506
61660xxxx6 hel**@g**************.com 5 1
Baird - Grand Rapids 333 Bridge St NW Ste 1000, Grand Rapids, MI 49504
61623xxxx0 aac*****@r******.com
American Express Financial Advisors 3501 Lake Eastbrook Blvd SE Ste 256 Grand Rapids, MI 49546
61695xxxx8 aar**@a**************.com
Zhang Financial 2828 Kraft Ave SE, Ste 100, Grand Rapids, MI 49512
61623xxxx7 aly******@z*************.com
Fiducial Business Centers Fiducial Business, Grand Rapids, MI 49501 61657xxxx7
Regal Holdings 2687 44th St SE, Grand Rapids, MI 49512
61682xxxx4 inf*@r*******.com 276 7 277
Fiduciary Financial Advisors 124 Fulton St E Suite 200, Grand Rapids, MI 49503
61662xxxx2 use*@d*****.com 5 32
Lind Wealth Management 625 Kenmoor Ave SE Ste 301, Grand Rapids, MI 49546
61632xxxx5 rwe****@r**********.com
Edward Jones - Financial Advisor: Dan Blanton 1179 E Paris Ave SE Ste 120 Grand Rapids, MI 49546
61628xxxx7 a.j*********@e**********.com 84749
Regal Financial Group 2687 44th St SE, Kentwood, MI 49512
61622xxxx4 age*******@r*******.com 5 2
NPF Investment Advisors 40 Pearl St NW Suite 500, Grand Rapids, MI 49503
61645xxxx1 dxx***@n********.com 5 2
Streamsong Advisors 3200 Broadmoor Ave SE, Grand Rapids, MI 49512
61643xxxx6 joh*******@s*****************.com
Global Financial Trust 770 Kenmoor Ave SE Ste 203 Grand Rapids, MI 49546
61695xxxx0 inv***@g**********************.com
Tyler Staples - Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx3 aar************@r***********.com 17418 18000
Oxford Financial Group 99 Monroe Ave NW Ste 602, Grand Rapids, MI 49503
61624xxxx2 a@o*****.com
Ameriprise Financial 2851 Charlevoix Dr SE Ste 200, Grand Rapids, MI 49546 61628xxxx9
Prism Wealth Management, LLC 4328 Kalamazoo Ave. SE, Grand Rapids, MI 49508
61685xxxx0 rbr****@w****************.net 109
Morgan Stanley Wealth Management 171 Monroe Ave NW Ste 800, Grand Rapids, MI 49503
61677xxxx0 aar***********@m***********************.com
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC 900 E Paris Ave SE, Grand Rapids, MI 49546
61628xxxx2 dns*****@a***.com 5
Mark Oberlin - Raymond James 2060 E Paris Ave SE Suite 250, Grand Rapids, MI 49546
61697xxxx3 aar************@r***********.com 17427 18000
Green Books, LLC
61682xxxx2 c18*****************************@s*****.wixpress 69 78
Fifth Third Preferred - David Tiesma 1967 E Beltline Ave NE Nort, Grand Rapids, MI 49525 61677xxxx5
Edward Jones 678 Front Ave NW, Grand Rapids, MI 49504
61636xxxx3 a.j*********@e**********.com 86498 97000
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
Veltman Investment Services 741 E Beltline Ave NE Grand Rapids, MI 49525
61677xxxx1 117
Randy Lanning - Raymond James 4500 Cascade Rd SE Suite 204a, Grand Rapids, MI 49546
61660xxxx1 dra**@a***********.com
Edward Jones - Financial Advisor: David Halvorson 4875 Cascade Rd SE Ste 2, Grand Rapids, MI 49546 61628xxxx8
Envision Financial Advisors 2305 E Paris Ave SE # 201, Grand Rapids, MI 49546 23149xxxx6
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
Raymond James Financial Services 741 E Beltline Ave NE, Grand Rapids, MI 49525
61677xxxx1
Grand Wealth Management 333 Bridge St NW # 800, Grand Rapids, MI 49504
61645xxxx8 ana******@g**********.com 5.032
Morgan Stanley Financial Advisors 5122 Cascade Rd SE 1st Fl, Grand Rapids, MI 49546
61677xxxx0 acm***********@m************.com 1 1
Ameriprise Financial 3196 Kraft Ave SE Ste 301, Grand Rapids, MI 49512
61695xxxx0 ame******************@a***.com
Equitable Advisors: Daniel Sayfie 3501 Lake Eastbrook Blvd SE, Grand Rapids, MI 49546
61645xxxx4 5 1