Advisor at Plaisier Financial Group 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
Plaisier Financial Group LLC
Location
Ludington, MI
Credentials
Series 63
Industry experience
39 years
Jana Plaisier is the principal of Plaisier Financial Group LLC in Ludington, MI, with 39 years of industry experience. She holds a Series 63 designation and has previously worked at Comprehensive Asset Management & Servicing, Inc. and operates other businesses including a tax preparation service and an affiliate marketing venture. She is also licensed to sell life and health insurance through an affiliated agency. Plaisier Financial Group provides portfolio supervisory services, investment advice, and financial planning to individuals, retirement accounts, charitable organizations, and business entities. The firm customizes investment recommendations based on each client’s objectives and risk tolerance, emphasizing diversification and continuous account monitoring with quarterly reviews.
Under $50,000 - $50,000: 1.50% $50,001 - $100,000: 1.25% $100,001 - $499,999: 1.00% $500,000+: Negotiable
$175.00 per hour, negotiable
Ludington, MI
Michigan
Plaiser Ventures LLC
2010 - Present (16 years)
PLG Insurance LLC
2005 - Present (21 years)
Comprehensive Asset Management & Servicing, Inc.
2002 - 2016 (14 years)
Plaisier Financial Group LLC
2002 - Present (24 years)
Professional Services (Self)
1979 - Present (47 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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 65
Ludington, MI
Middle Coast Investing LLC
Series 65
Ludington, MI
Middle Coast Investing LLC
Series 63, Series 65
Ludington, MI
Harborfront Financial Group
CFP®, Series 63, Series 65
Ludington, MI
Harborfront Financial Group
Series 63, Series 65
Ludington, MI
Harborfront Financial Group
CFP®, Series 66
Ludington, MI
Harborfront Financial Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")