Top Financial Advisors in Greater Grand Rapids, Michigan Area
Dan Melnyk
Financial Advisor - Certified Financial Planner CFP
Greater Grand Rapids, Michigan Area
Financial Advisor - Certified Financial Planner CFP
Senior Business Analyst
Vice President Supply Chain Management
Director of Customer Logistics
Vice President Logistics
Director Logistics
Director Logistics
Regional Distribution Manager
College for Financial Planning
Keller Graduate School of Management of DeVry University
Loyola University of Chicago
Recommendations: 8
Leadership
Strategic Planning
Investments
Financial Analysis
Management
Finance
Operations Management
Customer Service
d*****@chartermi.net
Joseph Faler, CLU, ChFC
Steward
Greater Grand Rapids, Michigan Area
Steward
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
The American College
Aquinas College
Recommendations: 8
Life Insurance
Disability Insurance
Insurance
Estate Planning
Fixed Annuities
Long Term Care Insurance
Strategic Financial...
Retirement Planning
j****[email protected]
Ryan J. Norwood
Global Commodity Specialist
Greater Grand Rapids, Michigan Area
Global Commodity Specialist
Sourcing Specialist & Small Business Liaison Officer
Buyer
Strategic Buyer & Commercial Execution Buyer
New and Used Car Sales Consultant
Financial Advisor
Assistant Branch Manager
Davenport University
Michigan State University
Cedar Springs High School
Recommendations: 6
Supply Chain
Purchasing
r*****@yahoo.com
Brian Justema
Sales
Greater Grand Rapids, Michigan Area
Sales
Ambassador
Relationship Manager
Financial Advisor
Business Consultant/Facility Manager
President/Owner
president
University of Phoenix
Grand Rapids Central High School
Recommendations: 5
Strategic Planning
Customer Service
Sales
Sales Management
New Business Development
Marketing
Small Business
Public Speaking
b****[email protected]
Bill Willink
President
Greater Grand Rapids, Michigan Area
President
Board Trustee
Executive Director
Financial Advisor
Executive Director
Executive Director
Central Michigan University
Cornerstone University
Recommendations: 2
Medicare
Long Term Care
Insurance
Health Insurance
Dental
Annuities
Disability Insurance
Employee Benefits
b****[email protected]
Ron Aulbach
Pastor
Greater Grand Rapids, Michigan Area
Pastor
Financial Advisor
Application Specialist - North America
Cornerstone University
Western Michigan University
Recommendations: 2
Public Speaking
Presenter
Non-profits
Fundraising
Volunteer Management
Leadership Development
Pastoral Care
Leadership
r****[email protected]
r*****@bridgewaycommunity.org
Joerg Picard
Visiting Professor
Greater Grand Rapids, Michigan Area
Visiting Professor
Member
Ph.D. Student
President
Adjunct Professor
Financial Advisor
President
General Manager
Project Manager
Michigan State University
University of California, Irvine - The Paul Merage School of Business
RWTH Aachen University
Recommendations: 2
Strategic Planning
Financial Reporting
Managerial Finance
Corporate Finance
Project Management
Data Analysis
Private Equity
Strategy
j****[email protected]
Jim Rosset
Investment Rep / Branch Manager
Greater Grand Rapids, Michigan Area
Investment Rep / Branch Manager
Financial Advisor
Investment Advisor
Personal Banker, Jenison Mi
Founder & President
Account Sales Rep
Loan officer
Loan Originator
Pillsbury Bible Baptist College
Recommendations: 2
Mortgage Lending
Loans
Credit
Consumer Lending
Banking
Mortgage Banking
Refinance
Small Business
j****[email protected]
William Bryce Borgman
Supply Chain Buyer
Greater Grand Rapids, Michigan Area
Supply Chain Buyer
Commodity Planner
Financial Advisor
Financial Representative
Student
Grand Valley State University
West Ottawa High School
Recommendations: 1
Management
Purchasing
Supply Chain Management
Supply Chain
Microsoft Excel
Human Resources
Inventory Management
Team Building
b****[email protected]
John Osbourne
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Aquinas College
Recommendations: 0
j****[email protected]
Chad Soukup, CPA, CFP®
Senior Financial Advisor
Greater Grand Rapids, Michigan Area
Senior Financial Advisor
Financial Planner
Grand Valley State University
Grand Valley State University
Chesaning High School
Recommendations: 0
Wealth Management
High Net Worth Individuals
Investments
Investment Advisory
Financial Planning
Estate Planning
Retirement
Asset Management
c****[email protected]
Christopher Hebel
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Recommendations: 0
c****[email protected]
Melissa (LeGallee) Stewart CFP®, AIF®
Financial Advisor, CERTIFIED FINANCIAL PLANNER(TM), AIF®
Greater Grand Rapids, Michigan Area
Financial Advisor, CERTIFIED FINANCIAL PLANNER(TM), AIF®
Branch Operations Manager, Senior Financial Associate
Teller, IT Support
Grand Valley State University
Grand Rapids Community College
Recommendations: 0
Retirement Planning
Investments
Strategic Financial Planning
Portfolio Management
401k
Wealth Management
Retirement
Financial Advisory
m****[email protected]
Andrew Wesner
LPL Registered Principal & Wealth Advisor
Greater Grand Rapids, Michigan Area
LPL Registered Principal & Wealth Advisor
Financial Advisor
Grand Valley
The University of Southern Mississippi
Taylor University
Recommendations: 0
PowerPoint
Microsoft Office
Customer Service
Microsoft Word
Microsoft Excel
Windows
English
Outlook
a****[email protected]
Keith Finkelstein
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Senior Analyst
Analyst
Proprietary Trader
Indiana University - Kelley School of Business
University of Maryland University College
Recommendations: 0
Technical Analysis
Financial Modeling
Risk Management
Algorithmic Trading
Portfolio Construction
Retirement Planning
Wealth Accumulation
401k Consulting
k****[email protected]
k****[email protected]
Andrew O'Neill
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Financial Advisor
Cornerstone University
Recommendations: 0
Banking
Retirement Planning
Investments
Wealth Management
Financial Planning
Finance
Asset Allocation
Securities
o****[email protected]
a****[email protected]
Jim VerMeulen
Investment Counselor
Greater Grand Rapids, Michigan Area
Investment Counselor
Financial Advisor
Financial Advisor
Michigan State University
Recommendations: 0
Investments
Management
Asset Management
401k
Asset Allocation
Mutual Funds
Asset Managment
Series 7
v****[email protected]
Brandon Precour
Financial Analyst
Greater Grand Rapids, Michigan Area
Financial Analyst
Account Receivable & Accounts Payable Administrator
Accounts Receivable
Cost Accounting Expertise Associate
Taxes and Insurance Clerk
Financial Advisor
Central Michigan University
Northwood University
Delta College
Recommendations: 0
Loans
Insurance
Management
Mortgage Lending
Cross-functional Team Leadership
Banking
Financial Analysis
Strategic Financial Planning
b****[email protected]
Brian MBA
Account Executive
Greater Grand Rapids, Michigan Area
Account Executive
Territory Manager, GlideScope
Financial Advisor
Territory Manager
Grand Valley State University
Albion College
Recommendations: 0
b****[email protected]
Andrew Zeno, CFP®
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Investment Executive
Financial Advisor
Recruiter
Club Manager
Ferris State University
Grand Rapids Community College
Forest Hills Central
Recommendations: 0
a****[email protected]
Ross Bush
Investment & Annuity Specialist
Greater Grand Rapids, Michigan Area
Investment & Annuity Specialist
Agency Investment & Annuity Specialist
Vice President
Sales Manager / Financial Advisor
Hope College
Recommendations: 0
Fixed Annuities
Retirement
Financial Planning
Investments
Financial Services
Disability Insurance
Strategic Financial Planning
Long Term Care Insurance
r*****@financialguide.com
r*****@finsvcs.com
Harvey Nuttall ChFC®, LUTCF®
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Agent
Financial Advisor
Purchasing Manager
The American College
Recommendations: 0
LUTCF
401k Rollovers
Annuity Sales
Estate Planning
Insurance
Licensed Life Insurance...
Life Insurance
IRAs
h****[email protected]
Jeff Walsh
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Internal Wholesaler - Retirement Plans
Internal wholesaler
Michigan State University
Western Michigan University
Recommendations: 0
Mutual Funds
Retirement Planning
401k
Series 7
Series 63
j****[email protected]
Boomer Hoppough
Vice President - Community Banking
Greater Grand Rapids, Michigan Area
Vice President - Community Banking
Real Estate Sales Agent
Vice President - Commercial Workout
Financial Advisor
Graduate School of Banking (Univ. of Wisconsin)
Grand Valley State University
Ionia
Recommendations: 0
Loans
Investments
Real Estate Transactions
Finance
Commercial Lending
Financial Services
Commercial Banking
Real Estate
k****[email protected]
Charlie Lindholm
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Financial Advisor
financial advisor
Michigan State University
Recommendations: 0
Retirement Planning
Wealth Management
Asset Allocation
Mutual Funds
Investment Advisory
Financial Advisory
c****[email protected]
Nick Rocca
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
District Sales Manager West Michigan
District Sales Manager
Area Sales Account Manager
Michigan State University
Eaton Rapids High School
Recommendations: 0
n****[email protected]
Armand Perrier
Regional Sales Manager
Greater Grand Rapids, Michigan Area
Regional Sales Manager
Territory Manager
Regional Training Manager
Marketing Manager
Industrial Engineer
Financial Advisor
Industrial Engineer
Industrial Engineer
Lindenwood University
Iowa State University
Recommendations: 0
Sales Management
Tires
Automotive
Account Management
Customer Satisfaction
New Business Development
Negotiation
Team Building
a****[email protected]
p****[email protected]
Kimberly Savoie, CFP®
Vice President/Investments - Stifel
Greater Grand Rapids, Michigan Area
Vice President/Investments - Stifel
Financial Advisor
Investment Advisor
Davenport University
Recommendations: 0
k****[email protected]
Rua Hekhuis
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Palm Beach Atlantic University
Northwood University
Rapid City Central High School
Recommendations: 0
r****[email protected]
David VanWingerden
CRPC® | Senior Vice President | Financial Advisor
Greater Grand Rapids, Michigan Area
CRPC® | Senior Vice President | Financial Advisor
Financial Advisor
Calvin College
Recommendations: 0
d****[email protected]
Scott Sjoerdsma
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Calvin College
Recommendations: 0
Portfolio Management
Risk Management
Retirement
Estate Planning
Investment Advisory
Fixed Annuities
Investment Strategies
Financial Planners
e****[email protected]
s*****@centennialsec.com
Tyler Bosgraaf
Research Analyst
Greater Grand Rapids, Michigan Area
Research Analyst
Senior Commercial Credit Analyst
Private Equity Analyst
Economics Tutor
Financial Advisor Intern
PWM Intern
Finance/Accounting Intern
Marketing Intern
Calvin College
Recommendations: 0
Financial Analysis
Budgets
Microsoft Office
Economics
Financial Modeling
Research
Stata
Portfolio Management
s****[email protected]
t****[email protected]
David Kuyers, CFP®, CRPC®
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Consultant
Vice President
Member Board of Directors
Finance
Ferris State University
Recommendations: 0
d****[email protected]
Jason Marier
Director-in-Training of Pharmacy Operations
Greater Grand Rapids, Michigan Area
Director-in-Training of Pharmacy Operations
Animal Care Volunteer & Docent
General Manager & Operations Manager
Assistant General Manager
Financial Advisor
Telephone Customer Service Representative
Research Intern
Western Michigan University
Northern Michigan University
Michigan State University
Recommendations: 0
Pharmaceutical Industry
Pharmacy
Training
Strategic Planning
Retail
Customer Service
Budgets
Managed Care
j****[email protected]
Bill Fisk
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Managing Director
Financial Representative
Account Executive
Hillsdale College
Forest Hills Northern
Quinlan School of Business, Loyola University Chicago
Recommendations: 0
b****[email protected]
Nick Bakker CMFC®
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Relationship Banker
Business Operations Intern
Gift Box Coordinator
Lead Student Manager
Wealth Management Intern
Sales Representative
Calvin College
Grand Rapids Christian High School
Recommendations: 0
n*****@calvin.edu
Stephen Wert, CPWA(R)
Managing Partner & Portfolio Manager
Greater Grand Rapids, Michigan Area
Managing Partner & Portfolio Manager
Managing Principal
Financial Advisor
Financial Advisor
Director of Recruiting - Chicago
Asst. Branch Manager & Loan Officer
University of Michigan
Recommendations: 0
Investments
Portfolio Management
Equities
Investment Advisory
Asset Allocation
Fixed Income
Investment Management
Asset Management
s*****@norrisperne.com
Shari Hooper
Senior Financial Advisor
Greater Grand Rapids, Michigan Area
Senior Financial Advisor
Owner
College of Financial Planning
College for Financial Planning
Western Michigan University
Recommendations: 0
Retirement Planning
Investment Management
Wealth Planning
Series 65
401k Rollovers
Small Business Retirement Planning
Life & Health Insurance Licenses
529 Plans
s****[email protected]
Benjamin Balbach
Vice President, Financial Advisor
Greater Grand Rapids, Michigan Area
Vice President, Financial Advisor
Central Michigan University
Recommendations: 0
b****[email protected]
David G. Thaler, MBA, CRPC
Financial Advisor / Business Financial Advisor | Chartered Retirement Planning Counselor
Greater Grand Rapids, Michigan Area
Financial Advisor / Business Financial Advisor | Chartered Retirement Planning Counselor
member, lay-leader
BNI - Business Network International
Financial Advisor
Life & Health Insurance rep'
Regional Manager
Michigan State University
Lowell High School (Lowell MI)
Michigan State University - The Eli Broad Graduate School of Management
Recommendations: 0
d****[email protected]
Thomas Honor, MBA
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Senior Financial Advisor
Financial Advisor
Aquinas College
Grand Valley State University
Ferris State University
Holland High
Recommendations: 0
Retirement Planning
401k Rollovers
IRAs
Retirement
Wealth Accumulation
Wealth Management
Series 7
Series 66
t****[email protected]
Dan Timmeren
Partner & Senior Financial Advisor
Greater Grand Rapids, Michigan Area
Partner & Senior Financial Advisor
Chief Investment Officer
Investment Officer
Michigan State University
Recommendations: 0
Investments
Asset Management
Portfolio Management
Equities
Fixed Income
Investment Management
d*****@lafleurgodfrey.com
Zach Tolan
Education and Curriculum Services
Greater Grand Rapids, Michigan Area
Education and Curriculum Services
Founder
Financial Advisor
Grand Valley State University
Thornapple Kellogg High School
Recommendations: 0
Nonprofits
Fine Art
Teaching
Volunteer Management
Community Outreach
Teacher Training
Public Speaking
Editing
f****[email protected]
David Grooters CLU, ChFC
LPL Financial Advisor
Greater Grand Rapids, Michigan Area
LPL Financial Advisor
Investment Advisor
Western Michigan University
American College
Recommendations: 0
d****[email protected]
Cheyenne Slachter
Financial Advisor at Principal Financial Group
Greater Grand Rapids, Michigan Area
Financial Advisor at Principal Financial Group
Registered Representative
Event Catering for Van Andel Arena
Server/Banquet Staff
Sales Associate
Sales Representative
Hostess & Promoter
Assistant Manager/Marketing Coordinator
Davenport University
South Christian High School
Recommendations: 0
Time Management
Sales
Event Planning
Highly detail oriented
Customer Service
Microsoft Office
Marketing
Multitasking
c****[email protected]
Chad Zagel
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Recommendations: 0
Tax
Retirement Planning
Financial Analysis
Strategic Planning
Customer Service
Investments
Sales
Small Business
c****[email protected]
Floyd Peplinski
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
OCS Company Commander
Assistant Scoutmaster
Program Manager
Adjunct Instructor
Instructor
Western Michigan University
Michigan Technological University
Recommendations: 0
Six Sigma
Program Management
Automotive
Engineering Management
Engineering
Manufacturing
Continuous Improvement
Lean Manufacturing
p****[email protected]
Todd Harvey, CFP
Senior Vice President, Director - Private Bank Sales
Greater Grand Rapids, Michigan Area
Senior Vice President, Director - Private Bank Sales
VP - Wealth Management Banking Resident Manager
Financial Advisor
Financial Advisor
Management Training Program
Recommendations: 0
Wealth Management
Banking
Investments
Mortgage Lending
Financial Advisory
Private Banking
Management
Finance
t****[email protected]
Dan Waskiewicz
Financial Advisor - PearlStreet Investment Management of Oppenheimer & Co. Inc.
Greater Grand Rapids, Michigan Area
Financial Advisor - PearlStreet Investment Management of Oppenheimer & Co. Inc.
Northwood University
Recommendations: 0
w****[email protected]
Ben Kragt
Branch Office Manager
Greater Grand Rapids, Michigan Area
Branch Office Manager
Financial Advisor
Grand Valley State University
Recommendations: 0
b****[email protected]
Brian Berce
Therapist and Consultant
Greater Grand Rapids, Michigan Area
Therapist and Consultant
Regional Grassroots Field Director
Financial Advisor
Executive Director & COO
Therapist
Therapist & Educational Consultant
Resident Director
Grand Valley State University
Ball State University
Taylor University
Recommendations: 0
Project Management
Non-profit Administration
Organizational Leadership
Organizational Development
Registered Representative
Experienced Therapist
Cognitive Restructuring
Training
b****[email protected]
Ted Simpkins
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Sales
Indiana University Bloomington
Recommendations: 0
Mortgage Banking
Strategic Planning
Retirement Planning
Series 7
Series 63
401k Rollovers
Life Insurance
401k
t****[email protected]
t****[email protected]
Curtis Hagberg
Quality Assurance Coordinator, Facilities Manager, & Business Developmement
Greater Grand Rapids, Michigan Area
Quality Assurance Coordinator, Facilities Manager, & Business Developmement
Financial Advisor
Construction Manager, Customer Service & Repair, Trim Carpenter
Cornerstone University
Trinity International University
University of Illinois at Chicago
University of Wisconsin-Stout
Recommendations: 0
Public Speaking
Non-profits
Project Management
Microsoft Office
Business Development
Coaching
Customer Service
Team Building
c****[email protected]
Doug Heilman
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Assistant Product Manager
Sr Product Management Analyst
Project Manager / Quality Assurance Manager
Visiting Instructor
Western Michigan University
Grand Valley State University
Recommendations: 0
d****[email protected]
Joe Schlindwein
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Investment Advisor
VP/Financial Consultant
Specialty Trading
University of Iowa
Recommendations: 0
Wealth Management
Investment Advisory
Estate Planning
Mutual Funds
Asset Allocation
Retirement
Financial Planning
Investments
j****[email protected]
Lizz Danielson
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Nanny
Grand Valley State University
DePaul University
Grand Rapids Community College
Recommendations: 0
Outgoing
Teamwork
Childcare
Financials
Tutoring
Teaching
Critical Thinking
Volunteering
l****[email protected]
Richard Yutendale, CFP, CFS, CSA
Senior Investment Advisor
Greater Grand Rapids, Michigan Area
Senior Investment Advisor
Senior Financial Representative
Senior Financial Advisor
Central Michigan University
Lawrence Technological University
Recommendations: 0
Asset Managment
Series 65
Consulting
Sales
Investment Selection
Stocks
Financial Structuring
Cash Flow
r****[email protected]
Kyle Hondorp
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Official and Association Administrator
Adjunct Mathematics Instructor
Marketing and Sales Coordinator
Pro-Shop Assistant
Pro Shop Manager
Professional Educator
Central Michigan University
Recommendations: 0
Problem Solving
Event Planning
Public Speaking
PowerPoint
Word
Microsoft Office
Event Management
Research
k****[email protected]
Derrick Mulder
Account Manager
Greater Grand Rapids, Michigan Area
Account Manager
Sales Representative
Assistant Project Manager
Production Scheduler
Financial Advisor
Grand Valley State University
Recommendations: 0
Microsoft Excel
New Business Development
Sales
Customer Service
Pricing
Contract Negotiation
Strategic Planning
Training
d****[email protected]
Ryan Telman
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Recommendations: 0
Series 7
Series 63
Wealth Management
Banking
Retirement Planning
Mutual Funds
Investments
Loans
r****[email protected]
Jamison Worst
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Grand Valley State University
Recommendations: 0
Risk Management
Investments
Investment Advisory
Retirement Planning
Retirement Savings
Money Management
Real Estate
Strategic Financial...
j****[email protected]
j****[email protected]
Jeff Smalla
Corporate Trainer
Greater Grand Rapids, Michigan Area
Corporate Trainer
Speaker/Trainer
Financial Advisor
Senior Pastor
Pastor
Temple Theological Seminary
Tennessee Temple University
Recommendations: 0
Training
Public Speaking
Staff Development
Investments
Retirement Planning
Personal Finance
j****[email protected]
Derek VanSolkema
Financial Advisor
Greater Grand Rapids, Michigan Area
Financial Advisor
Sales Representative
Energy Broker
Member/Sales Representative
Financial Services Professional
Hope College
Eastern Michigan University
Recommendations: 0
Sales
New Business Development
Customer Service
Account Management
Retail
Leadership
Social Networking
Marketing
d****[email protected]
Monique Blouin
Senior Service Representative
Greater Grand Rapids, Michigan Area
Senior Service Representative
Office Manager
Financial Advisor
Johnson & Wales University
Manchester Memorial High School
Littleton Junior High School
Recommendations: 0
Insurance
Customer Service
Call Center
Disability Insurance
Health Insurance
Microsoft Excel
Fixed Annuities
Property & Casualty Insurance
m****[email protected]
Anne Gamache CFP®, AAMS
Associate Financial Advisor
Greater Grand Rapids, Michigan Area
Associate Financial Advisor
University of Arizona
East Grand Rapids High School
Recommendations: 0
a****[email protected]
