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Advisors near 48471
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Michael D
Series 63, Series 65
Sandusky, MI
Stonepath Wealth Management
Michael Dreyer is a financial advisor with Stonepath Wealth Management in Sandusky, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and his own CPA firm, Dreyer & Dreyer CPAs LLC. He is also an independent insurance agent with SPWM Insurance Agency. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management and financial planning. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios, generally taking a long-term perspective while actively managing accounts.
David H
Series 66
Deckerville, MI
Ameriprise
David Hanson is a financial advisor with Ameriprise in Sandusky, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he worked for seven years at Ubly Heights Golf & Country Club. He is also involved with WJL Enterprises in a financial planning assistant role. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
Jason S
Series 66
Sandusky, MI
Edward Jones
Scott L
PFSâ„¢, Series 66
Deckerville, MI
Ameriprise
Scott Long is a financial advisor at Ameriprise with 24 years of industry experience. He holds the PFSâ„¢ and Series 66 designations and has been with Ameriprise and its affiliates since 2010. Outside of his advisory role, he owns and manages a tax preparation firm, a travel agency, and is involved in commercial office rental ventures. He also serves on the Board of Directors for the Deckerville Education Foundation and is Vice President of START Corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Renata B
Series 66
Sandusky, MI
Edward Jones
Daniel E
Series 66
Sandusky, MI
Edward Jones
Dustin P
Series 66
Croswell, MI
Edward Jones
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Advisors near 48471
Out of 400,000+ nationwide