Advisor at Don A. Slabaugh, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Don A. Slabaugh, LLC
Location
Boyne City, MI
Credentials
ChFC®, Series 63, Series 65
Industry experience
25 years
1.5% annually (0.375% quarterly, charged in advance)
Account minimum: $100,000 generally (with occasional exceptions for less)
Don A. Slabaugh, LLC
2022 - Present (4 years)
Don A. Slabaugh, LLC
2003 - 2022 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Petoskey, MI
Edward Jones
Series 63, Series 66
Petoskey, MI
Merrill
Anthony Provenzano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1984 and has over 48 years of experience in the financial industry. In his role, he works with individuals, families, and businesses to develop customized financial strategies that align with their financial goals. His expertise includes areas such as divorce transition planning, employee benefits planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, tax minimization, portfolio management, and small business strategies. Mr. Provenzano holds a Bachelor of Business Administration degree in Financial Management from Western Michigan University and holds the professional designation of Personal Investment Advisor (PIA). He has been recognized on the Forbes “Best-in-State Wealth Advisors” list multiple times, including in 2021, 2022, 2023, 2024, and 2025. Outside of his professional work, he has been actively involved in various community organizations. His personal interests include boating, golfing, spending time with family, and traveling.
CFP®, Series 66
Charlevoix, MI
Edward Jones
ChFC®, Series 66
Boyne City, MI
Edward Jones
Series 66
Boyne City, MI
Edward Jones
CFP®, ChFC®, Series 66
Charlevoix, MI
Edward Jones
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