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Top 30 financial advisors of 407 near 48895
Out of 400,000+ nationwide
Rich F
CFP®, EA
East Lansing, MI
IAM Financial
Work history In December of 2007 Rich created IAM Financial to serve clients seeking objective, affordable, independent advice. Prior to this, Mr. Feight was an investment advisor representative of Creative Financial Design, where he was responsible for the selection of securities used in, and management of, asset allocation portfolios for numerous client accounts. His career began as a registered representative of Vestax Securities Corp. where he was a fee-based advisor. Rich was also licensed in the state of Michigan with Jackson National Life to advise and sell life insurance. Education Rich is a graduate of Michigan State University where he received a degree in Finance. Rich earned the Certificate of Financial Planning from The College for Financial Planning in Denver, Colorado that was comprised of intense graduate-level classes grounding him in the various foundations of financial planning. He is a CFP® (Certified Financial Planner®) since 2001, meeting the experience, education requirements and passing the two-day, 10-hour exam, making him one of the few in the country who hold the designation. Rich became an Enrolled Agent (EA) with the Internal Revenue Service in January 2011. An EA is a federally-authorized tax practitioner with technical expertise in the field of taxation. EAs are empowered by the Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. Since 2004, Rich has subscribed to the stringent and mandatory annual educational hours, experience, and code of ethics to meet the requirements to be a NAPFA Registered Financial Advisor. Out of the 800,000 individuals in the country who claim they are financial advisors/planners, fewer than 5,000 in the country qualify for the membership; Rich is one of them. Rich is also a member of the National Association of Tax Professionals, Tax Professionals.com and the Greater Lansing Estate Planning Counsel. Volunteering Rich served on the National Board of the National Association of Personal Financial Advisors as membership director. He served on the Small Business Association of Michigan's Strategic Communications Committee and is a past President and Chairman of the Board of the Financial Planning Association (FPA) of Michigan, one of the largest and most influential of the FPA chapters in the country. Rich is also a past President for Transportation Toastmasters Club 4776 downtown Lansing where he enjoyed enhancing his speaking skills.
Lori F
Series 66
East Lansing, MI
Edward Jones
Robert P
Series 63, Series 66
Williamston, MI
Edward Jones
Joni P
CFP®, Series 66
Dewitt, MI
Edward Jones
Diana L
Series 66
Dewitt, MI
Edward Jones
David A
Series 66
East Lansing, MI
Merrill
David Anderson is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing clients with honest and research-backed financial advice, emphasizing consistent follow-through, purposeful decision-making, and accessibility. David takes the time to understand his clients’ short-, mid-, and long-term goals and develops tailored financial plans supported by ongoing guidance as clients’ needs evolve. David's expertise includes education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He bases his advice on extensive research from Merrill Lynch and Bank of America Global Research, ensuring clients’ investment strategies align with their specific needs and current market conditions. David holds a Bachelor’s Degree and a Master’s Degree from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys golfing, fishing, hunting, and spending time with his family in the greater Lansing area.
Stephen B
Series 66
Mason, MI
Edward Jones
Michael G
Series 63, Series 65
East Lansing, MI
Merrill
Michael Glaser is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the title of Senior Vice President and brings expertise in individual equities, options, and retirement planning. Michael began his career with Merrill Lynch in 1994 after earning a Bachelor's degree in Finance from Michigan State University. He holds the Chartered Retirement Planning Counselorâ„ designation and is recognized as a Personal Investment Advisor (PIA). His professional focus includes helping clients with retirement planning and managing investment options. Originally from Manchester, Connecticut, Michael currently resides in East Lansing, Michigan with his wife and two children.
Yarwijn B
Series 63, Series 66
East Lansing, MI
Merrill
Yarwijn Burnett is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2014, joining as part of the Draggoo Huber Team. Prior to her current role, she worked as a banker for JPMorgan Chase Bank starting in 2008. She holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Yarwijn advises retirees, women in transition, executives, and entrepreneurs, helping them pursue their financial goals and aspirations. Utilizing Merrill's proprietary Wealth Outlook and other analytical tools, she evaluates clients' overall financial well-being by considering variables such as retirement spending, inflation, taxes, asset allocation, and longevity expectations. Her approach emphasizes collaboration and attentive listening to provide personalized guidance tailored to each client's priorities. She holds a High School Diploma from Delphian School. Outside of work, Yarwijn dedicates time and resources to organizations such as the Greater Lansing Arts Council, Lansing Symphony, and Ingham County Animal Shelter. She and her husband, Adam, an attorney for the Sixth Circuit U.S. Court of Appeals, enjoy Lansing's art and music culture, as well as outdoor activities like hiking and camping with their two sons, Theodore and Winston.
Jonah B
Series 66
Okemos, MI
Edward Jones
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Top 30 financial advisors of 407 near 48895
Out of 400,000+ nationwide