Advisors at this firm
Allen V
Series 65
Marquette, MI
B.A. Roberts Financial Services, Inc.
Allen Van De Kreeke is a financial advisor with B.A. Roberts Financial Services, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Roberts Financial, he worked at Erts Wealth Advisors, LLC and was involved with Made in Nature for seven years. B.A. Roberts Financial Services provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a fiduciary approach, combining internal management with independent managers and emphasizes a primarily long-term investment strategy.
Bruce R
CFP®, Series 63, Series 65
Marquette, MI
B.A. Roberts Financial Services, Inc.
Bruce Roberts is a CFP®-certified financial advisor with 32 years of industry experience. He is the principal at B.A. Roberts Financial Services, Inc. in Marquette, MI, and has previously worked at Erts Wealth Advisors, Sagepoint Financial, and American General Securities. Outside of his advisory role, he is a member of Circle of Trust Properties, LLC, which owns the building housing his office. Roberts Financial Services provides investment advisory and planning services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios that combine internal management with independent managers and emphasizes a long-term investment approach with flexibility to adjust strategies as needed.
Jessica K
Series 65
Marquette, MI
B.A. Roberts Financial Services, Inc.
Jessica Kinonen is a financial advisor at B.A. Roberts Financial Services, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Wealth Strategy Group for ten years. Kinonen serves as Vice President and Board Member of the Marquette County Police and Firefighters Fund. B.A. Roberts Financial Services provides investment advisory and planning services to individuals, families, trusts, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios through a combination of internal management and independent managers, with an emphasis on long-term investment strategies.
