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Advisors near 48730
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Mark W
Series 65
Oscoda, MI
Brookwood Financial Services
Mark Wygant is a Series 65-licensed financial advisor with Brookwood Financial Services in Oscoda, MI, where he has worked since 2023. He has 2 years of industry experience and previously worked at STS Technical Services for 11 years. Outside of his advisory role, he owns and operates an Airbnb short-term rental. Brookwood Financial Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a multi-method investment approach and offers discretionary portfolio management along with one-time or ongoing financial planning.
Allison M
Series 63, Series 65
Oscoda, MI
The huntington Investment company
Allison Morris is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at The Huntington Investment Company and Huntington National Bank since 2015. Outside of her advisory role, Allison is active as a fine artist, creating charcoal, ink, and acrylic abstract paintings. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform and offers specialized program options including Private Wealth Consulting, managing approximately $6.3 billion in assets across nearly 400 advisors.
Warren B
Series 63, Series 66
East Tawas, MI
LPL Enterprise
Warren Brewer is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a business involved in buying and selling pool sticks. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance offerings.
Mark S
Series 63, Series 66
Oscoda, MI
Edward Jones
Mary G
CFP®, Series 66
East Tawas, MI
Edward Jones
Sheila M
Series 66
Tawas City, MI
Edward Jones
Savannah B
Series 66
East Tawas, MI
Edward Jones
Dustin C
Series 63, Series 65
Oscoda, MI
PNC Wealth Management
Joseph B
Series 63, Series 65
East Tawas, MI
Edward Jones
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Advisors near 48730
Out of 400,000+ nationwide