Advisor at Abbit Management Corp
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Firm
Abbit Management Corp
Location
Grand Haven, MI 49417
Credentials
Series 65
Industry experience
4 years
Samuel Westers is a Series 65-licensed financial advisor at Abbit Management Corp with four years of industry experience. His prior roles include positions at Tapfin/EY, Retirement Wealth Advisors, LLC, and Brookstone Capital Management. Outside of finance, he has worked with Black Barn Vineyard & Winery. Abbit Management Corp provides fee-based, discretionary portfolio management primarily to individuals, corporate entities, and financial institutions, and offers retirement plan services. The firm employs long-term, generally conservative investment strategies and is notable for its specialized management of funeral industry trust assets and related financial products.
Based on Abbit Management Corp
$85 one-time processing fee for adding a life insurance policy to the Life Insurance Trust for Preneed Contracts
Typically up to 1.5% annually, negotiated and based on the account and level of service
16986 Robbins Rd, Suite 100
Grand Haven, MI 49417
Michigan
Abbit Management Corp
2023 - Present (3 years)
Tapfin/EY
2023 - 2023 (1 year)
Retirement Wealth Advisors, LLC
2021 - 2023 (2 years)
Brookstone Capital Management
2020 - 2023 (3 years)
UnEmployed
2020 - 2020 (1 year)
Black Barn Vineyard & Winery
2019 - 2020 (1 year)
Distribution International
2019 - 2020 (1 year)
Family Capital Management
2018 - 2019 (1 year)
Meijer
2016 - 2017 (1 year)
Grand valley state university
2015 - 2019 (4 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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Series 66
Nunica, MI
SkySail Wealth Management LLC
Series 63, Series 66
Grand Haven, MI
MSDR Partners, LLC
Series 63, Series 66
Grand Haven, MI
Abbit Management Corp
Series 63, Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
Series 65
Grand Haven, MI
Abbit Management Corp
CFP®, Series 66
Grand Haven, MI
MMG Wealth Management
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