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Kenneth Schrauben

Advisor at Retirement Capital Services LLC

Updated today
Retirement Capital Services LLC logo

Firm

Retirement Capital Services LLC

Location

Grand Blanc, MI 48439

Credentials

Series 65

Industry experience

12 years

About

Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management and Research Money Management, LLC. Outside of advising, he owns and manages rental real estate through Equity Pro Shop LLC. Retirement Capital Services LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a written Investment Policy Statement to document goals and risk tolerance. The firm employs a range of investment techniques including discretionary management, options strategies, and allocations to alternative investments.

Client services

Based on Retirement Capital Services LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Retirement Capital Services LLC

Options & derivatives strategies Private / alternative investments Real estate investing Annuities

Fee options

Percentage

up to 1.95% annually

Project-based

$200 to $500 per hour

Location

8273 S. Saginaw St, Suite A

Grand Blanc, MI 48439

Most active in

Michigan

Work history

Retirement Capital Services LLC

2022 - Present (4 years)

Horter Investment Management

2017 - Present (9 years)

Research Money Management, LLC

2014 - 2017 (3 years)

Equity Pro Shop, LLC

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lawrence Z

Series 63, Series 65

Fenton, MI

4Square Advisory Services, Inc.

Annuities Real estate investing

Jeremy W

CFP®

Davison, MI

J Wilson Wealth Management

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

General tax planning Multi-state taxation General estate planning guidance Real Estate Professional Baby Boomers (Born 1946-1964)
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Daniel R

Series 65

Holly, MI

Daniel Ryan Financial LLC

Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Michael K

Series 63, Series 65

Ortonville, MI

Kastler Financial Planning

General retirement planning Retirement income strategy Social Security optimization Cash flow / budgeting Approaching retirement
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Joseph V

Series 66

Goodrich, MI

JDV Wealth Advisors, LLC

General retirement planning College savings (529s, UTMA, etc.) Concentrated stock management Real estate investing
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Rocky I

Series 63, Series 65

Clarkston, MI

Daniel Krug & Associates

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting
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