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Advisors near 48439
Out of 400,000+ nationwide
Lawrence Z
Series 63, Series 65
Fenton, MI
4Square Advisory Services, Inc.
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.
Daniel R
Series 65
Holly, MI
Daniel Ryan Financial LLC
Michael K
Series 63, Series 65
Ortonville, MI
Kastler Financial Planning
Joseph V
Series 66
Goodrich, MI
JDV Wealth Advisors, LLC
Kenneth S
Series 65
Grand Blanc, MI
Retirement Capital Services LLC
Rocky I
Series 63, Series 65
Clarkston, MI
Daniel Krug & Associates
Randolph R
ChFC®, Series 63
Holly, MI
RHL Group, LLC
Edward I
CFP®, Series 63, Series 65, Series 66
Swartz Creek, MI
Security First Financial
Paul P
Series 63, Series 65
Holly, MI
RHL Group, LLC
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Advisors near 48439
Out of 400,000+ nationwide