Business List: Financial Planner in Cooper 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
David Foster - Financial Advisor, Ameriprise Financial Services, LLC 433 E Michigan Ave, Kalamazoo, MI 49007
26921xxxx0 dav*********@a***.com 701 716
Voisard Asset Management Group 99 Monroe Ave NW Ste 504, Grand Rapids, MI 49503
61698xxxx8 bba***@v***********.com
Medical Financial Solutions 225 N Rose St Ste 100, Kalamazoo, MI 49007 26921xxxx4 1 14
PNC Private Bank 245 N Rose St, Kalamazoo, MI 49007
26933xxxx3 ali**********@p**.com
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
Edward Jones 825 Parchment Dr SE Ste 200, Grand Rapids, MI 49546
61695xxxx9 a.j*********@e**********.com
William Sanders - Ameriprise Financial Advisor 102 N Main St Ste A Plainwell, MI 49080
26968xxxx7 dns*****@a***.com 81
Nichols & Nichols Financial Advisors 3503 Greenleaf Blvd Ste 102 Kalamazoo, MI 49008 26935xxxx2
Merrill Lynch Financial Advisor Ryan D Hekman 750 Trade Centre Way Suite 120, Portage, MI 49002
26938xxxx7 ale*********@m*.com 1.01
Noorman, Rick, AGT 2851 Charlevoix Dr SE, Grand Rapids, MI 49546
61657xxxx3 ame******************@a***.com
Symphony Financial Services 762 W Main St Kalamazoo, MI 49006 26934xxxx0
Jeanne Case - Raymond James 125 S Kalamazoo Mall Ste 201, Kalamazoo, MI 49007
26934xxxx4 aar************@r***********.com 5.01
Edward Jones - Financial Advisor: Tim Andrus 113 E Allegan St Otsego, MI 49078
26969xxxx0 a.j*********@e**********.com
Lisa Pleiness - Financial Advisor, Ameriprise Financial Services, LLC 5991 Venture Park Dr, Kalamazoo, MI 49009
26932xxxx3 dns*****@a***.com
Money Concepts-Rockford 355 Northland Dr NE, Rockford, MI 49341
61681xxxx9 a.d******@m************.com
MassMutual MidMichigan 99 Monroe Ave NW, Grand Rapids, MI 49503
61644xxxx5 ann***@m*********.com 1251 1200
Integrated Financial Planning -- Ross Pollard 309 N Burdick St #200, Kalamazoo, MI 49007 26990xxxx0
Redfield Financial Group 4020 E Beltline Ave NE Ste 101, Grand Rapids, MI 49525
61644xxxx0 dte******@r*********************.com
Ameriprise Financial Advisors 151 S Rose St Ste 700E Kalamazoo, MI 49007 26938xxxx6
Bison Financial Group 350 E Michigan Ave, Kalamazoo, MI 49007 76574xxxx0
Blue Star Financial Group - Ameriprise Financial Services, LLC 1911 W Centre Ave, Portage, MI 49024
26988xxxx0 dns*****@a***.com 5.01
U.S. Trust 40 Pearl St NW, Grand Rapids, MI 49503
61645xxxx9 aar************@u******.com
LPL Financial 5228 Lovers Ln, Portage, MI 49002 26997xxxx8 1 1
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 Jones - Financial Advisor: Matt Goodwin 711 E Allegan St Otsego, MI 49078
26969xxxx8 a.j*********@e**********.com
Forest Hills Financial, Inc. 3210 Eagle Run Dr NE Ste 104, Grand Rapids, MI 49525
61694xxxx6 5 1
HSBK Financial LLC 24844xxxx8
Olmsted & Mulhall 100 W Crosstown Pkwy Kalamazoo, MI 49001
26934xxxx1 abl***@o****************.org 1190 3 1200
Clausing Financial Group 4135 Embassy Dr SE, Grand Rapids, MI 49546
61697xxxx2 cor**********@l**.com
Regal Financial Group 4341 S Westnedge Ave Ste 2101, Kalamazoo, MI 49008
26953xxxx5 ach********@r*******.com
Bender Financial Solutions
ben*********************@g****.com
Ben Whitaker - Financial Advisor, Ameriprise Financial Services, LLC 7130 S Westnedge Ave, Portage, MI 49002
26932xxxx2 dns*****@a***.com 5.03
Fifth Third Securities - Christopher Merrill 5653 Gull Rd, Kalamazoo, MI 49048 26945xxxx7 3.511
American Express Financial Advisors 132 W South St Ste 408 Kalamazoo, MI 49007 26938xxxx6
Variable Concepts Inc 161 Ottawa Ave NW Ste 204, Grand Rapids, MI 49503
61677xxxx5 akr********@v***************.com
Edward Jones - Financial Advisor: Tom Schripsema, AAMS™ 8109 Vineyard Pkwy Suite A, Kalamazoo, MI 49009
26932xxxx8 a.j*********@e**********.com 5 2
Ubs Ag 333 Bridge St NW Ste 1100, Grand Rapids, MI 49504
61645xxxx1 aar*******@u**.com 229846 242000
Arcadia Investment Management Corporation 125 S Kalamazoo Mall #306, Kalamazoo, MI 49007
26934xxxx0 bec**@a*****.com
HFG Financial Group LLC 5659 W Michigan Ave, Kalamazoo, MI 49009
26937xxxx9 ajk*****@o**********.com 5 1
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
David Vorbeck - Private Wealth Advisor, Ameriprise Financial Services, LLC 350 E Michigan Ave #215, Kalamazoo, MI 49007
26921xxxx6 ani*********@a***.com
Hilliard Lyons 1300 W Centre Ave Suite 101, Portage, MI 49024 26932xxxx8
Ameriprise - David G Thayler 2025 E Beltline Ave SE Ste 200, Grand Rapids, MI 49546
61698xxxx6 ame******************@a***.com
Stacy Clark - Financial Advisor, Ameriprise Financial Services, LLC 8712 Gull Rd, Richland, MI 49083
26962xxxx0 dns*****@a***.com 5.09
Tibbitts Financial Consulting 231 Hubbard St, Allegan, MI 49010
26967xxxx0 ste**@t****************.com 5.01
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
Buetow Asset Management 2632 11th St. Commons & S. 11th St, 2632 S 11th St, Kalamazoo, MI 49009
26949xxxx1 5 1
Pathways Financial Group LLC
26997xxxx0 abl***@f*********.com
Edward Jones 40 Pearl St NW Ste 424, Grand Rapids, MI 49503
61645xxxx1 a.j*********@e**********.com 124 124
Succession Connection Inc.
dyo****@s*******************.com 32
Edward Jones 2121 Celebration Dr NE Ste 650, Grand Rapids, MI 49525
61636xxxx5 a.j*********@e**********.com
Pathway Financial Design 7152 Knapp St NE, Ada, MI 49301
61668xxxx4 ada******@p********.com
Lake Effect Financial Consultants-Thrivent 2156 S 11th St, Kalamazoo, MI 49009
26965xxxx8 adm**@d***********.com 5 2
Sterling and Stein Financial Services LLC 2031 Rambling Rd, Kalamazoo, MI 49008
26937xxxx2 5 1
NuBrite Agency
26924xxxx4 c18*****************************@s*****.wixpress 1.8 5 586538 46
Walters Wealth Advisors 54870 N Main St, Mattawan, MI 49071
26966xxxx6 cha****@w********************.com 5.02 30
Rodney L Rieth, CPA, PC 11 Drake Ct Plainwell, MI 49080
26938xxxx0
Ameriprise Financial 1090 10th St N, Kalamazoo, MI 49009 26954xxxx0 5.01
Edward Jones 4328 3 Mile Rd NW Ste 100, Grand Rapids, MI 49534
61645xxxx4 a.j*********@e**********.com 48 45
Deuker, Eric, AGT 630 Kenmoor Ave SE, Grand Rapids, MI 49546
61660xxxx7 ame******************@a***.com
Paul Moss - Financial Advisor, Ameriprise Financial Services, LLC 7950 Moorsbridge Rd Ste 300, Portage, MI 49024
26949xxxx0 dns*****@a***.com
Ameriprise Financial 4467 Cascade Rd SE Ste A4499, Grand Rapids, MI 49546
61657xxxx0 ame******************@a***.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
Docsa Capital Management 1210 W Milham Ave Ste 201 Portage, MI 49024
26948xxxx2 tea*****@d***********.com
Ameriprise Financial 4575 Lake Michigan Dr NW, Grand Rapids, MI 49534
61673xxxx7 ale**************@a***.com
Ameriprise Financial Advisors 5579 Stadium Dr Kalamazoo, MI 49009 26948xxxx0
Lockwood Income Tax Center 5659 W Michigan Ave Kalamazoo, MI 49009
26934xxxx1 rwa****@l****************.com 2 1
Drake Financial Group 1302 W Milham Ave, Portage, MI 49024
26932xxxx0 ali*************@p********.com 5.01
Nick Yetter - Financial Advisor, Ameriprise Financial Services, LLC 1080 10th St N Ste 200, Kalamazoo, MI 49009
26954xxxx2 dns*****@a***.com 5 1
James Martinus - Heritage Wealth Management 4166 56th St SW STE B, Portage, MI 49002
61644xxxx5 dav**@h***************.com 5 2
Clearwater Financial, INC 104 E Grant St, Plainwell, MI 49080
26968xxxx0 c18*****************************@s*****.wixpress 5 2
Brandenburg Capital Management Corp 242 Carlton Ave SE, Grand Rapids, MI 49506
61655xxxx7 dan@b***************************.com
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
Retirement Wealth Management Group 7900 Kirkland Ct, Portage, MI 49024
26997xxxx8 sup****@c************.com 1.01
Ameriprise Financial 975 Spaulding Ave SE Ste D, Ada, MI 49301
61697xxxx8 ame******************@a***.com
Abakon Financial 2920 Business One Dr Ste 104 Kalamazoo, MI 49048
26953xxxx9 bri********@c****************.com
Christopher Wright, Washington National Agent
80038xxxx1 kdr******@r******.com 8112 934 8600
Paul Seals - Financial Advisor, Ameriprise Financial Services, LLC 1080 10th St N Ste 200, Kalamazoo, MI 49009
26954xxxx1 dns*****@a***.com 5 1
Diversified Senior Services
26920xxxx3 5 41
Prudential|Jinks Clary|Life Insurance & Financial Services 325 Trade Centre Way, Portage, MI 49002
51779xxxx7 aar*******************@p*********.com
Ken Lampos - Raymond James 125 S Kalamazoo Mall UNIT 201, Kalamazoo, MI 49007
26934xxxx4 aar************@r***********.com 5.02 17428 18000
Credent Wealth Management - Kalamazoo Fee-Only Financial Planner 721 W Centre Ave, Portage, MI 49024
26953xxxx1 all**@c************.com 3.8 4
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
Joe Gemmill - Ameriprise Financial Advisor 5991 Venture Park Dr Kalamazoo, MI 49009
26937xxxx2 dns*****@a***.com
Merrill Lynch Financial Advisor Nicholas J Cooper 4805 Towne Centre Rd Ste 200, Saginaw, MI 48604
98979xxxx4 ban********************@m*.com
Jed McCrumb - Financial Advisor, Ameriprise Financial Services, LLC 350 E Michigan Ave Ste 215, Kalamazoo, MI 49007
26921xxxx6 dns*****@a***.com 5.02
Oppenheimer & Co. Inc. 555 W Crosstown Pkwy, Kalamazoo, MI 49008
26938xxxx0 aal****@o**********.com
Edward Jones - Financial Advisor: Barbara M Hammond 4798 Campus Dr #111, Kalamazoo, MI 49008
26936xxxx4 a.j*********@e**********.com 5 2 86463 97000
Valley Oak 6011 Stadium Dr, Kalamazoo, MI 49009
26949xxxx0 acr***@v***********.com 3.8 4
Beyond Financial Planning 700 Mall Dr Suite C, Portage, MI 49024
26949xxxx4 gha***@b********.com 5.01
Edward Jones - Financial Advisor: Lori A Nay 8599 N 32nd St Richland, MI 49083
26962xxxx0 a.j*********@e**********.com
Gerald Reed - Ameriprise Financial Advisor 5991 Venture Park Dr Kalamazoo, MI 49009
26937xxxx2 bri*********@a***.com 38
Hartwell & Company 4341 S Westnedge Ave Suite 1202, Kalamazoo, MI 49008 26932xxxx0 5 1
Van Loo, Roger James, AGT 2851 Charlevoix Dr SE, Grand Rapids, MI 49546
61698xxxx8 dns*****@a***.com 132818 134000
Fifth Third Private Bank - Kristy Brady 136 E Michigan Ave, Kalamazoo, MI 49007 26956xxxx7
Miedema & Associates - Ameriprise Financial Services, LLC 5991 Venture Park Dr, Kalamazoo, MI 49009
26932xxxx3 dns*****@a***.com 5 1
Miedema & Associates - Ameriprise Financial Services 5991 Venture Park Dr Kalamazoo, MI 49009
26932xxxx3 dns*****@a***.com 3 112 123
Edward Jones - Financial Advisor: James R Meles 101 S Main St Plainwell, MI 49080
26968xxxx1 a.j*********@e**********.com 86463 97000
Ameriprise Financial 2025 E Beltline Ave SE Ste 304, Grand Rapids, MI 49546
61698xxxx6 ame******************@a***.com
Kellam Financial Planning 3562 Sandhill Ln Portage, MI 49024 26922xxxx0
Integrated Solutions Risk Management 678 Front Ave NW, Grand Rapids, MI 49504 61645xxxx6
Neal Miedema - Private Wealth Advisor, Ameriprise Financial Services, LLC 5991 Venture Park Dr, Kalamazoo, MI 49009
26932xxxx3 dns*****@a***.com 5 1
James Novaria - Financial Advisor, Ameriprise Financial Services, LLC 1080 10th St N Ste 200, Kalamazoo, MI 49009
26954xxxx1 dns*****@a***.com 5 1 23 23
Face 2 Face Financial Planning 4420, 7950 Moorsbridge Rd ste. 203, Portage, MI 49024 26938xxxx2 5 3
DocSpot Financial, Matthew Jarrell, AIF, CFS 7900 Kirkland Ct, Portage, MI 49024
26949xxxx0 joh******@d***************.com
Sheen Financial Advisors 352 12th St Ste 5 Plainwell, MI 49080
26968xxxx9
Walker M Wynkoop - Financial Advisor, Ameriprise Financial Services, LLC 8712 Gull Rd, Richland, MI 49083
26962xxxx0 dns*****@a***.com 5.02
CWS Financial Advisors, LLC 405 W Michigan Ave #110, Kalamazoo, MI 49007
26934xxxx0 cxx****@c*******************.com 5 2
Edward Jones - Financial Advisor: James M Reslock 890 N 10th St Ste 205 Kalamazoo, MI 49009
26937xxxx0 a.j*********@e**********.com
Morgan Stanley Financial Advisors 277 S Rose St, Kalamazoo, MI 49007
26937xxxx0 acm***********@m************.com 2.3 3
Kuipers Advisors 268 E Kilgore Rd, Portage, MI 49002
26934xxxx2 csc***@k**************.com 5 2
Chartwell Financial Management 5464 Holiday Terrace, Kalamazoo, MI 49009 26937xxxx8 5.01
Modern Woodmen Fraternal Financial 2700 S Sprinkle Rd, Kalamazoo, MI 49001
26938xxxx0 aar**********@m*************.org 5 3
Grand Wealth Management 200 Ottawa Ave NW Ste 401, Grand Rapids, MI 49503
61645xxxx8 ada**@w************.com 1679 52 1900
MainStreet Financial Advisors 2632 S 11th St Kalamazoo, MI 49009
26949xxxx1 amy@m***********.com 1 2
Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC 7130 S Westnedge Ave, Portage, MI 49002
26932xxxx2 dns*****@a***.com 5 3
Kloth Lawrence 250 Monroe Ave NW, Grand Rapids, MI 49503 61677xxxx0
Ameriprise Financial Advisors - Gemmill & Associates 5991 Venture Park Dr Kalamazoo, MI 49009 26937xxxx2 3
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 thePlainfield Charter Township Area 86653xxxx2
Wendt Financial Advisors
26983xxxx3
Merrill Lynch Wealth Management 250 Monroe Ave NW Ste 6TH, Grand Rapids, MI 49503
61677xxxx0 ale*********@m*.com 2.3 3
Brad Buist - Financial Advisor, Ameriprise Financial Services, LLC 117 S Main St Ste 4, Wayland, MI 49348
26939xxxx6 dns*****@a***.com 5.01
Alkhamis Financial Group 7900 Kirkland Ct, Portage, MI 49024
26997xxxx8 jac************@l**.com 5 1 387 3 392
Edward Jones - Financial Advisor: Luke Johnson, CFP® 5827 Oakland Dr Suite B, Portage, MI 49024
26944xxxx6 a.j*********@e**********.com 5 2
Ameriprise Financial 7 Ionia Ave SW, Grand Rapids, MI 49503
61646xxxx5 ame******************@a***.com 132821 134000
Edward Jones - Financial Advisor: Andrew N Bok 6440 Alpine Ave NW Ste 1, Comstock Park, MI 49321 61678xxxx2
Artesian Financial Group Kalamazoo, MI 49048
26936xxxx1 pmi****@a*********************.com
Huntington Private Bank 155 W Michigan Ave, Kalamazoo, MI 49007
26932xxxx6 abc*******@h*********.com 267366 2264 267000
Raymond James 601 3 Mile Rd NW Ste B, Grand Rapids, MI 49544
61664xxxx0 aar************@r***********.com
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
Eric Furlotte - Private Wealth Advisor, Ameriprise Financial Services, LLC 8712 Gull Rd, Richland, MI 49083
26962xxxx0 amb**********@a***.com 415 9 432
Derby Financial & Associates Portage, MI 49002
26997xxxx0 cba*******@h****.net 1 1
Norris Perne & French LLP 40 Pearl St NW, Grand Rapids, MI 49503
61645xxxx1 jdo*@n**********.com
Security Benefits Center LLC 3033 Orchard Vista Dr SE Ste 105, Grand Rapids, MI 49546
61671xxxx0 aal****@s*********************.com 116 3 128
Ryan Daus, Principal & Founder - Daus Financial Group, LLC 487 S Drake Rd suite a, Kalamazoo, MI 49009
26932xxxx2 5.01
Rinvelt & David 1700 E Beltline Ave NE, Grand Rapids, MI 49525
61695xxxx2 ang**@r***********.com
The Wiser Financial Group 6100 Stadium Dr, Kalamazoo, MI 49009
80029xxxx2 885*************************************@w*****************.com 3.5 11
Hs&C Wealth Management-Ameriprise Financial Services 5136 Cascade Rd SE, Grand Rapids, MI 49546
61645xxxx0 ale**************@a***.com 217 2 227
Strategic Planning Services 2074 Rogue River Rd NE, Belmont, MI 49306
61644xxxx3 mik********@s*************.com
Ameriprise Financial Services Inc 6701 Old 28th St SE, Grand Rapids, MI 49546
61668xxxx3 dns*****@a***.com 148
Darlene Hybels - Raymond James 125 S Kalamazoo Mall UNIT 201, Kalamazoo, MI 49007
26934xxxx4 aar************@r***********.com
LVM Capital Management 7840 Moorsbridge Rd, Portage, MI 49024
26932xxxx0 cpr*******@l*********.com 5 2
Advanced Business Brokers 501 Willard St, Kalamazoo, MI 49007
26990xxxx3 bra*@a******************.com 5 11 308
John A Wolfe & Associates 440 W Centre Ave, Portage, MI 49024 26932xxxx8 5 3
Long Road Investment Counsel 107 W Michigan Ave # 2, Kalamazoo, MI 49007
26948xxxx1 cwa*****@l*****************.com
Integrated Financial Planning -- Ross Pollard 251 N Rose St Suite 200, Kalamazoo, MI 49007 26990xxxx0 5.01
Edward Jones 705 Bagley Ave SE, Grand Rapids, MI 49506
61623xxxx2 a.j*********@e**********.com 86
Southwest Michigan Financial, LLC 4341 S Westnedge Ave Ste. 1201, Kalamazoo, MI 49008
26932xxxx4 chu**@s*************************.com 5.02
Wells Fargo Advisors Grand Rapids, MI 49546
61697xxxx0 hos*******@w*********.com
Edward Jones - Financial Advisor: Rachel Kieras 959 Wealthy St SE Ste 2, Grand Rapids, MI 49506
61664xxxx4 acc**********@e**********.com 8 193 4 198
Baird Private Wealth Management 125 S Kalamazoo Mall UNIT 302, Kalamazoo, MI 49007
80038xxxx1 kdr******@r******.com
Edward Jones 924 Cherry St SE Ste B, Grand Rapids, MI 49506 61645xxxx5
Worgess Insurance & Financial Services 350 E Michigan Ave, Kalamazoo, MI 49007
26948xxxx1 a.m*******@w******.com 5 2 5 25 542 29 536
Fifth Third Private Bank - Erin Kelly 136 E Michigan Ave, Kalamazoo, MI 49007 26956xxxx1 5
Nicholas L Boyd: Primerica - Financial Services 606 Bryant St, Kalamazoo, MI 49001
26977xxxx0 ali*************@p********.com 5 1
Edward Jones - Financial Advisor: Dan Coleman 6860 Stadium Dr Ste 102 Kalamazoo, MI 49009
26937xxxx9 a.j*********@e**********.com 5 5 4 3 25
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
Edward Jones - Financial Advisor: Ginger M Titus 711 E Allegan St Otsego, MI 49078
26969xxxx8 a.j*********@e**********.com
The Scampini Dunn Group - Morgan Stanley 277 S Rose St Ste 3100, Kalamazoo, MI 49007
26937xxxx0 acm***********@m************.com
Raymond James Financial Services 1151 E Paris Ave SE Ste 200, Grand Rapids, MI 49546
61697xxxx3
Edward Jones 99 Monroe Ave NW Ste 701, Grand Rapids, MI 49503
61645xxxx6 acc**********@e**********.com 219 238
Daus Financial Group 487 S Drake Rd suite a, Kalamazoo, MI 49009
26932xxxx2 5 10
HFG Advisors Group 5659 W Michigan Ave Kalamazoo, MI 49009
26937xxxx9 ajk*****@o**********.com 56 113 4 117
Edward Jones - Financial Advisor: Gregory A Feltner 950 Trade Centre Way, Ste 145 Portage, MI 49002
26934xxxx5 a.j*********@e**********.com 86314 97000
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
Edward Jones - Financial Advisor: Kim Hensley 275 S State St Ste B, Sparta, MI 49345 61688xxxx4
Merrill Lynch Financial Advisor Michael J Baer 750 Trade Centre Way Suite 120, Portage, MI 49002
26938xxxx0 ale***********@m*.com 1.01
Edward Jones - Financial Advisor: Scott P McPheeters 924 Cherry St SE, Grand Rapids, MI 49506
61645xxxx5 a.j*********@e**********.com
Jason Reed - Financial Advisor, Ameriprise Financial Services, LLC 5991 Venture Park Dr, Kalamazoo, MI 49009
26937xxxx2 dns*****@a***.com 5 1 71
Merrill Lynch Financial Advisor Tara B Nulty 750 Trade Centre Way Suite 120, Portage, MI 49002
26938xxxx8 ale*********@m*.com 1.01
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
W. Michael Sanders - Commonwealth Financial Network 102 N Main St A, Plainwell, MI 49080
26968xxxx3 joh*@w**************.com 5 1
Jeff K Ross Financial Services 259 E Michigan Ave #307, Kalamazoo, MI 49007
26938xxxx1 ale************@j*****************.com
Raymond James & Associates 7995 Moorsbridge Rd, Portage, MI 49024
26977xxxx7 aar************@r***********.com 5.01 17425 18000
Edward Jones - Financial Advisor: Barbara M Hammond 2323 Gull Rd Ste C Kalamazoo, MI 49048
26936xxxx4 a.j*********@e**********.com
Raymond James & Associates 125 S Kalamazoo Mall UNIT 201, Kalamazoo, MI 49007
26934xxxx4 aar************@r***********.com
Elevate Financial Planning 2050 Celadon Dr NE, Suite A-12, Grand Rapids, MI 49525 61622xxxx1
Verlin Financial 2632 S 11th St, Kalamazoo, MI 49009 26949xxxx1 3.02
First Commercial Bank 50 Louis St NW, Grand Rapids, MI 49503
61660xxxx1 abd**********@c**************.com 1278 3 1400
TruVista Wealth Advisors - Ameriprise Financial Services, LLC 8712 Gull Rd, Richland, MI 49083
26962xxxx0 dns*****@a***.com 5.02
MLB Holding
26990xxxx5 c18*****************************@s*****.wixpress 586537 46
Michael Farrance - Thrivent 2156 S 11th St, Kalamazoo, MI 49009
26965xxxx8 adm**@d***********.com 325 2 326
Schwallier Wealth Management 4764 Fulton St E Ste 201, Ada, MI 49301
61685xxxx1 ada*@s*********.com 5 5 45 45
TriFound 107 W Michigan Ave Unit 1 Kalamazoo, MI 49007
80072xxxx7 ape**@t*******.com 1.8 9
Olmsted and Mulhall - Wedbush Securities 100 W Crosstown Pkwy, Kalamazoo, MI 49001 26934xxxx1 5.013
Stryker Financial Services 4664 Campus Dr # 130, Kalamazoo, MI 49008 26932xxxx1
Ameriprise Financial 480 Ada Dr SE, Ada, MI 49301
61668xxxx3 ame******************@a***.com 132794 134000
Fusion Business Services 1430 Monroe Ave NW Apt 201, Grand Rapids, MI 49505
61624xxxx0 car***@f**************.com
Southwest Michigan Financial 4341 S Westnedge Ave Ste 1201 Kalamazoo, MI 49008
26932xxxx4 chu**@s*************************.com 4
Harbinger Financial Group 5220 Lovers Ln Ste 130 Portage, MI 49002
26955xxxx5
Clarity Financial Advisors - Ameriprise Financial Services, LLC 40 N. Center Road, Saginaw, MI 48638
98940xxxx7 abr**************@a***.com 131
Mcman Corp 975 3 Mile Rd NW, Grand Rapids, MI 49544
61664xxxx8 dns*****@a***.com
Jeffrey L Davis & Associates 166 S Kalamazoo Mall # B, Kalamazoo, MI 49007 26938xxxx2 5 2
Edward Jones 2900 E Beltline Ave NE Ste B, Grand Rapids, MI 49525
61636xxxx2 acc**********@e**********.com 86498 97000
Ameriprise Financial Svc Inc 2851 Charlevoix Dr SE Ste 200, Grand Rapids, MI 49546
61628xxxx9 ame******************@a***.com 132818 134000
Paul D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC 6800 W Q Ave, Kalamazoo, MI 49009
26932xxxx9 dns*****@a***.com 4 4
Harvard Financial Advisors 5765 Stadium Dr, Kalamazoo, MI 49009 26937xxxx0 5 1
Jacobs Financial Services 4000 Portage Street, Kalamazoo, MI 49001
61662xxxx4 inf*@j*******.com
Edward Jones - Financial Advisor: James M Reslock 4798 Campus Dr #111, Kalamazoo, MI 49008
26937xxxx0 a.j*********@e**********.com 5 2 86469 97000
De Witt, Daniel, AGT 4575 Lake Michigan Dr NW, Grand Rapids, MI 49534
61673xxxx7 ame******************@a***.com 132823 134000
Kroon & Mitchell 29 Pearl St NW, Grand Rapids, MI 49503
61635xxxx2 axx*******@k***************.com
Business Accounting Solutions Rockford, MI 49341 61686xxxx4
Safe Bridge Financial Advisor Kentwood, MI 49508 61628xxxx2
Edward Jones - Financial Advisor: Luke Johnson 5827 Oakland Dr Ste B Portage, MI 49024
26944xxxx6 a.j*********@e**********.com
VanderPol Investments 333 Bridge Street Northwest 100, Grand Rapids, MI 49504 61672xxxx7
Edward Jones - Financial Advisor: Matt Semelbauer, CFP®|CEPA® 6784 S Westnedge Ave Suite D, Portage, MI 49002
26932xxxx3 a.j*********@e**********.com 5 1
Beyond Financial Planning 2632 S 11th St Kalamazoo, MI 49009
26949xxxx1 gha***@b********.com
Brandt Wealth Advisors
26932xxxx2 jsm***@b*********************.com
Ameriprise Services 2960 Lucerne Dr SE, Grand Rapids, MI 49546
61657xxxx0 dns*****@a***.com
Blue Star Financial Group - Ameriprise Financial Services, LLC 6800 W Q Ave, Kalamazoo, MI 49009
26932xxxx1 dns*****@a***.com 3 2
Fiduciary Financial Advisors 5464 Holiday Terrace, Kalamazoo, MI 49009
61662xxxx2 use*@d*****.com 2.33
Rozankovich & Albrecht Wealth Management of Raymond James 125 S Kalamazoo Mall UNIT 201, Kalamazoo, MI 49007
26934xxxx4 aar************@r***********.com
Jackie Antone - Financial Advisor, Ameriprise Financial Services, LLC 7130 S Westnedge Ave, Portage, MI 49002
26932xxxx2 dns*****@a***.com 5.01
Edward Jones - Financial Advisor: Christian Brink 452 Ada Dr SE Ste 240, Ada, MI 49301 61667xxxx5
Anita Ritter Financial 2632 S 11th St, Kalamazoo, MI 49009 26949xxxx1 5.01
Ameriprise Financial Services, Inc. 5931 Oakland Dr, Portage, MI 49024
26932xxxx0 dns*****@a***.com 5.01
MainStreet Financial 2632 S 11th St, Kalamazoo, MI 49009
26949xxxx1 amy@m***********.com 3 2
The Connable Office Inc 136 E Michigan Ave, Kalamazoo, MI 49007
26938xxxx0 abl***@c*************.com
Schipper and Osterink 125 Ottawa Ave NW Ste 357, Grand Rapids, MI 49503
61653xxxx0
Majestic Financial 220 S Main St, Plainwell, MI 49080
26944xxxx0 con****@i*************.com 5 2 232 257
Chase Carlson - Financial Advisor, Ameriprise Financial Services, LLC 6800 W Q Ave, Kalamazoo, MI 49009
26932xxxx9 dns*****@a***.com 2.33
Clear Ridge Wealth Management 259 E Michigan Ave #105, Kalamazoo, MI 49007
26938xxxx0 bru*****@c***********.com 2.33
Edward Jones - Financial Advisor: Leon Bennett 350 E Michigan Ave Ste 220 Kalamazoo, MI 49007
26988xxxx9 a.j*********@e**********.com
Veltman Investment Management and Financial Services 741 E Beltline Ave NE, Grand Rapids, MI 49525
61677xxxx1 117
Mercer Advisors Wealth Management 590 W Centre Ave, Portage, MI 49024
26948xxxx0 adv***@m*************.com 5 6 2779 28 2800
Edward Jones - Financial Advisor: Erin E McGovern 6739 Fulton St E, Ada, MI 49301 61667xxxx3
The Northwestern Mutual Life Insurance Company:Schma J Peter 950 Trade Centre Way, Portage, MI 49002
26934xxxx5 a.-***********@n*****************.com
Kanai Wealth Management Group 2050 Celadon Dr NE Ste D, Grand Rapids, MI 49525
61681xxxx0 5 3 3.5 2
Knibbe Paul 2555 S 11th St suite b, Kalamazoo, MI 49009
26934xxxx4 djk*****@h****.net 4 4
Timothy K Hutchens 900 Dix St Ste 100 Otsego, MI 49078
26969xxxx0 bri*****@t*****.com
Edward Jones - Financial Advisor: Morgan S Drobny 8599 N 32nd St Richland, MI 49083
26962xxxx0 a.j*********@e**********.com
Investment Centers of America 223 N Grand St, Schoolcraft, MI 49087
26967xxxx6 ada*****@i****************.com 1.01
Ameriprise Financial Services Inc 6300 Fulton St E, Ada, MI 49301
61668xxxx0 dns*****@a***.com 132
SummitView Advisors 7950 Moorsbridge Rd Suite 202, Portage, MI 49024
61642xxxx0 bel*******@s****************.com 5.026
Northwestern Mutual 415 W Michigan Ave, Kalamazoo, MI 49007
26934xxxx7 a.-***********@n*****************.com 4.021
Prudential Advisors 3018 Oakland Dr Suite A, Kalamazoo, MI 49008
26990xxxx8 a.w*****@p*********.com 4.48
Ameriprise Financial Advisors 5751 East G Ave Kalamazoo, MI 49004 26934xxxx6
Edward Jones - Financial Advisor: Matt McDonald 3005 Oakland Dr Kalamazoo, MI 49008
26934xxxx3 a.j*********@e**********.com 5 13 201
Ameriprise Financial- Sylvia Frattallone 6300 Fulton St E, Ada, MI 49301
61668xxxx0 dns*****@a***.com 133
Raymond James Financial Services 3503 Greenleaf Blvd #201, Kalamazoo, MI 49008
26935xxxx2 aar************@r***********.com 2.33
Robert Schauer - Branch Manager, Ameriprise Financial Services, LLC 1080 10th St N Ste 200, Kalamazoo, MI 49009
26954xxxx0 dns*****@a***.com 5 1
Great Lakes Insurance And Financial Services Agency, LLC 6095 28th St SE Ste 200, Grand Rapids, MI 49546
88888xxxx0 jk@j************.com
Preferred Financial Group, LLC 2725 Airview Blvd Suite 204, Portage, MI 49002
26997xxxx0 cba*******@h****.net 4.8 5
Robert W Baird & Co 125 S Kalamazoo Mall UNIT 302, Kalamazoo, MI 49007
26938xxxx2 aac*****@r******.com 5.02 7779 905 8487
Daniel J Kasson - Financial Advisor, Ameriprise Financial Services, LLC 4855 W Centre Ave d, Portage, MI 49024
26935xxxx3 dns*****@a***.com 5.05
Edward Jones - Financial Advisor: Jeanne L Case 350 E Michigan Ave Ste 220 Kalamazoo, MI 49007
26988xxxx9 a.j*********@e**********.com
Ameriprise Financial 8175 Creekside Dr, Portage, MI 49024
26932xxxx2 dns*****@a***.com 5.03
The Phelps Group 2960 Lucerne Dr SE, Grand Rapids, MI 49546 61636xxxx9
626 Financial 7950 Moorsbridge Rd # 104, Portage, MI 49024
26932xxxx0 inf*@6***********.com 5 2
Hantz Financial Services - Kalamazoo, Michigan 4341 S Westnedge Ave #1102, Kalamazoo, MI 49008
24830xxxx5 a.m******@h*********.com
Fifth Third Preferred - Andrew Schutz 3500 W Centre Ave, Portage, MI 49024
26932xxxx1 adr************@5*.com 5.01 221318 3394 223000
Ameriprise Financial 4551 Cascade Rd SE Ste A, Grand Rapids, MI 49546
61657xxxx4 ame******************@a***.com
Thomas J. Scampini - Morgan Stanley 277 S Rose St, Kalamazoo, MI 49007
26937xxxx0 acm***********@m************.com
Modern Woodmen of America 2618 E Paris Ave SE, Grand Rapids, MI 49546
61694xxxx0 aar**********@m*************.org 5 1
Investment Plus 2555 S 11th St suite a, Kalamazoo, MI 49009 26935xxxx0 5 1
Edward Jones - Financial Advisor: Cooper J Jennings 1745 34th St, Allegan, MI 49010
26967xxxx5 aar***********@e**********.com 3 148 150
Andrew Sonnevil - Associate Financial Advisor, Ameriprise Financial Services, LLC 6800 W Q Ave, Kalamazoo, MI 49009
26932xxxx1 dns*****@a***.com 5.01
Fiduciary Financial Advisors Kalamazoo, MI 49009
61633xxxx3 use*@d*****.com
Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS™ 5787 Stadium Dr Suite A, Kalamazoo, MI 49009
26934xxxx0 a.j*********@e**********.com 5 1
Henrickson Financial Group 2325 Belmont Center Dr NE, Belmont, MI 49306
61636xxxx8 ann*******@h***************.com 5 2
Edward Jones - Financial Advisor: Rachel Kieras 665 Seward Ave NW Ste 125, Grand Rapids, MI 49504 61645xxxx7
Gasaway Investment Advisors Inc 7110 Stadium Dr, Kalamazoo, MI 49009
26932xxxx0 baf*****************************@s*****.wixpress 5 3
Rose Street Advisors 244 N Rose St, Kalamazoo, MI 49007
26955xxxx0 aba**@r*****************.com 5 7
Christopher Chambers - Financial Advisor, Ameriprise Financial Services, LLC 7950 Moorsbridge Rd Ste 304, Portage, MI 49024
26927xxxx4 dns*****@a***.com 5.01
Commonwealth Financial Network, Roger Finder 1624 W Centre Ave, Portage, MI 49024
26949xxxx0 rog**@r*******.com 3.84
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
Mitchell Consulting, LLC
26935xxxx0 aly***@m************************.com 5 2 5 6 723 802
Baird - Grand Rapids 333 Bridge St NW Ste 1000, Grand Rapids, MI 49504
61623xxxx0 aac*****@r******.com
Kakabeeke & Rozankovich Retirement and Wealth Management Group of Raymond James Kalamazoo City Centre, 125 S Kalamazoo Mall, Kalamazoo, MI 49007
26934xxxx4 aar************@r***********.com 2.33 17427 18000
Ameriprise Financial Advisors 5144 Gull Rd Kalamazoo, MI 49048 26927xxxx4
Gregory J Chimner - Financial Advisor, Ameriprise Financial Services, LLC 7130 S Westnedge Ave, Portage, MI 49002
26932xxxx2 dns*****@a***.com 5 2
Edward Jones - Financial Advisor: Morgan Yaw 101 S Main St, Plainwell, MI 49080
26968xxxx1 a.j*********@e**********.com 5 2 86510 97000
OsborneKlein - Ameriprise Financial 7130 S Westnedge Ave, Portage, MI 49002
26932xxxx2 jas**********@a***.com 5.03 2200
Zhang Financial 5931 Oakland Dr, Portage, MI 49024
26938xxxx8 aly******@z*************.com 5 26
Edward Jones - Financial Advisor: Michael W Rios 2048 Lake Michigan Dr NW, Grand Rapids, MI 49504
61679xxxx0 a.j*********@e**********.com 120
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
Edward Jones 6355 Belmont Ave NE Ste 160, Belmont, MI 49306
61636xxxx0 a.j*********@e**********.com 311 323
Edward Jones - Financial Advisor: Jonathan M Vargo, CFP®|CIMA®|CRPC™ 4798 Campus Dr #111, Kalamazoo, MI 49008
26924xxxx3 a.j*********@e**********.com 5.01 86431 97000
Donald Paulson - Ameriprise Financial Advisor Richland, MI 49083
26962xxxx0 dns*****@a***.com
Lind Wealth Management 625 Kenmoor Ave SE Ste 301, Grand Rapids, MI 49546
61632xxxx5 rwe****@r**********.com
Edward Jones - Financial Advisor: Andrew N Bok 2221 Plainfield Ave NE Ste 103, Grand Rapids, MI 49505 61636xxxx3
Symphony Financial Services 762 W Main St #1, Kalamazoo, MI 49006 26934xxxx0 5.017
American Express Financial Advisors 352 12th St Plainwell, MI 49080 26968xxxx7
Eric F Deuker-Ameriprise Financial 630 Kenmoor Ave SE Ste 104, Grand Rapids, MI 49546 61660xxxx7 ame******************@a***.com
MLB Holding 6376 Quail Run Dr A, Kalamazoo, MI 49009 26956xxxx9 5 1
Edward Jones - Financial Advisor: Michael R Matteson 5787 Stadium Dr Ste A Kalamazoo, MI 49009
26934xxxx0 a.j*********@e**********.com
Access Tax Prep & Financial Services 26949xxxx1 1 1
Oxford Financial Group 99 Monroe Ave NW Ste 602, Grand Rapids, MI 49503
61624xxxx2 a@o*****.com
Adam Kokinis - Morgan Stanley 277 S Rose St, Kalamazoo, MI 49007
26937xxxx0 acm***********@m************.com
Ahp Financial Services Inc. 5300 Gratiot Rd, Saginaw, MI 48638
98949xxxx0 aar************@r***********.com 17427 18000
Ameriprise Financial 2851 Charlevoix Dr SE Ste 200, Grand Rapids, MI 49546 61628xxxx9
Morgan Stanley Wealth Management 171 Monroe Ave NW Ste 800, Grand Rapids, MI 49503
61677xxxx0 aar***********@m***********************.com
Kindred Financial Partners of Raymond James 7995 Moorsbridge Rd, Portage, MI 49024
26977xxxx3
Robert Benjamin - Raymond James 125 S Kalamazoo Mall UNIT 201, Kalamazoo, MI 49007
26934xxxx4 aar************@r***********.com 5 1
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
Commonwealth Financial Network 1624 W Centre Ave, Portage, MI 49024
26949xxxx0 aak*******@c***********.com 5.01 2457 2600
Edward Jones - Financial Advisor: David Halvorson 4875 Cascade Rd SE Ste 2, Grand Rapids, MI 49546 61628xxxx8
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
The Rose Street Group - Morgan Stanley 277 S Rose St, Kalamazoo, MI 49007
26937xxxx0 acm***********@m************.com
Raymond James Financial Services 741 E Beltline Ave NE, Grand Rapids, MI 49525
61677xxxx1 aar************@r***********.com 17418 18000
Ameriprise Financial Advisors 102 N Main St Ste A Plainwell, MI 49080 26968xxxx7
Northwestern Mutual 950 Trade Centre Way #210, Portage, MI 49002
26948xxxx4 a.-***********@n*****************.com 1.01
Blue Star Financial Group - Ameriprise Financial Services, LLC 5751 E G Ave, Kalamazoo, MI 49004
26972xxxx1 dns*****@a***.com 5
Kelly Odean - Financial Advisor, Ameriprise Financial Services, LLC 151 S Rose St, Kalamazoo, MI 49007
26938xxxx5 dns*****@a***.com
Daniel Graham - Private Wealth Advisor, Ameriprise Financial Services, LLC 391 S Shore Dr STE 112, Battle Creek, MI 49014
26997xxxx1 bar************@a***.com 3 2
Ameriprise Financial 3196 Kraft Ave SE Ste 301, Grand Rapids, MI 49512
61695xxxx0 ame******************@a***.com
Bright Financial Advisors 450 W Centre Ave # C, Portage, MI 49024
26937xxxx0 ala******@b**********************.com 5 1
Mazer Kevin Financial Advisor 1624 W Centre Ave, Portage, MI 49024 26949xxxx0 5.06