Michael Custer
Advisor at Harborfront Financial Group
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.
Advisor at Harborfront Financial Group
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
Harborfront Financial Group
Location
Ludington, MI 49431
Credentials
CFP®, Series 66
Industry experience
8 years
Michael Custer is a CFP® with eight years of industry experience and is currently an advisor at Harborfront Financial Group. He has worked at LPL Financial since 2017 and operates Custer Insurance Agency, LLC, which provides property and casualty as well as life insurance. Harborfront Financial Group offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm uses a range of investment strategies, including fundamental and technical analysis, and implements discretionary model portfolios and third-party strategies through LPL Financial programs.
Based on Harborfront Financial Group
Based on Harborfront Financial Group
Fixed fees ranging from $100 to $7,000 quarterly in arrears, negotiated based on service complexity.
Commission-based compensation may be received by associated persons registered with LPL Financial for sale or holding of mutual funds and other securities.
Minimum fee: Minimum program fee of $250 for SMS
401 W Ludington Ave, Ste 103
Ludington, MI 49431
Michigan · Texas
Harborfront Financial LLC
2024 - Present (2 years)
LPL Financial
2018 - Present (8 years)
LPL Financial
2018 - 2024 (6 years)
LPL Financial
2017 - 2018 (1 year)
Custer Insurance Agency, LLC
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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