Top Wealth Management Advisors in Greater Detroit Area
Bradley Mikolajczyk, CPWA®, CRPC®
Wealth Management Advisor - Vice President
Greater Detroit Area
Wealth Management Advisor - Vice President
Board Member
Financial Advisor - Wealth Management
Owner
The University of Chicago - Booth School of Business
Eastern Michigan University
Orchard Lake St. Mary's Preparatory
Recommendations: 0
Executive Compensation
Mergers and Acquisitions
Capital Raises
Hedging and Monetization Strategies
Business Succession Planning
Transaction Planning
Business Sale
Venture Capital Exits
b****[email protected]
Aman Awan, CFP®
Registered Representative,CUSO Financial Services, L.P. at DFCU Financial
Greater Detroit Area
Registered Representative,CUSO Financial Services, L.P. at DFCU Financial
Vice President-Wealth Management Advisor
Regional Vice President
Account Executive
Regional Vice President-Insurance Wholesaler
Financial Advisor
Oakland University
Recommendations: 0
a****[email protected]
TJ Booser
Marketing/Client Relations Manager
Greater Detroit Area
Marketing/Client Relations Manager
Associate Wealth Management Advisor
Solutions Specialist
Universal Home Technician
Marketing and Fundraising Volunteer
Bellevue University
University of Nebraska at Omaha
Michigan State University
Recommendations: 0
Event Management
Advertising
Leadership
Marketing
Team Leadership
Fundraising
Social Media
Customer Service
t****[email protected]
Tek R. Wiegert, CLU®, CLTC®
Wealth Management Advisor & Managing Director
Greater Detroit Area
Wealth Management Advisor & Managing Director
Eastern Michigan University
The American College
Recommendations: 0
Series 6
Series 7
Series 9
Series 10
Series 26
Series 63
Series 66
t****[email protected]
Abraham Post
Wealth Management Advisor, Managing Director
Greater Detroit Area
Wealth Management Advisor, Managing Director
Wayne State University
Recommendations: 0
a****[email protected]
Peter Shunyia
Wealth Management Advisor, Vice President
Greater Detroit Area
Wealth Management Advisor, Vice President
University of Michigan
Recommendations: 0
p****[email protected]
Stacey Cassis
Wealth Management Advisor, First Vice President-Wealth Management
Greater Detroit Area
Wealth Management Advisor, First Vice President-Wealth Management
Kalamazoo College
Recommendations: 0
s****[email protected]
Drew Besonson
Wealth Management Advisor; Director of Estate and Business Planning
Greater Detroit Area
Wealth Management Advisor; Director of Estate and Business Planning
University of Michigan
Recommendations: 0
d****[email protected]
Jim Smallegan, CPA
Financial Advisor
Greater Detroit Area
Financial Advisor
Wealth Management Advisor
Hillsdale College
Recommendations: 0
j****[email protected]
William Juergens
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater Detroit Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Columbia University
The University of Chicago
The Univeristy of Pennsylvania
University of Michigan
Recommendations: 0
w****[email protected]
Melissa Spickler
Wealth Management Advisor, Managing Director-Wealth Management
Greater Detroit Area
Wealth Management Advisor, Managing Director-Wealth Management
Michigan State University
Recommendations: 0
Photographer
m****[email protected]
Julie Hall, CFP ®, MS-Finance
Wealth Management Advisor
Greater Detroit Area
Wealth Management Advisor
Director of Financial Planning
Committee Member
Director of Financial Planning
Senior Financial Planning Case Manager
Financial Planner
Annuity Specialist
Walsh College
Eastern Michigan University
Recommendations: 0
Wealth Management
Financial Planning
Investment Advisory
Reporting & Analysis
Securities
Fixed Annuities
Investments
Strategic Financial Planning
j****[email protected]
Mary Lou Zangerle
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater Detroit Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Lackawanna Senior High School
Recommendations: 0
Portfolio Management
Liability Management
Asset Protection
m****[email protected]
Tim Weeks CPA, MBA, CLTC
Wealth Management Advisor
Greater Detroit Area
Wealth Management Advisor
Chair, Board of Directors
CFO
Executive/Officer
Yale University - Yale School of Management
Recommendations: 0
Financial Analysis
Accounting
Fixed Annuities
Investments
t****[email protected]
J Bradford Cross
Senior Vice President
Greater Detroit Area
Senior Vice President
Wealth Management Advisor
Management Training Program
College for Financial Planning
University of Notre Dame
Shrine High School
Recommendations: 0
Wealth Management
Financial Services
Series 7
Retirement Planning
Series 63
Investment Advisory
Series 65
b****[email protected]
Steven Pomaville
Vice President and Trust Advisor
Greater Detroit Area
Vice President and Trust Advisor
Wealth Management Advisor
Senior Wealth Manager
Banker
Investment Consultant
Oakland University
Wayne State University
Recommendations: 0
Strategic Financial Planning
Wealth
Investments
Portfolio Management
Series 63
Wealth Management
Management
Trusts
m****[email protected]
s****[email protected]
Nick Kozak, CDFA™
Wealth Management Advisor - Vice President
Greater Detroit Area
Wealth Management Advisor - Vice President
Recommendations: 0
Wealth Management
Divorce Planning
Wealth Transfer Planning
Charitable Giving
Business Transitions
Capital Raises
Alternative Investments
Tactical Asset...
n****[email protected]
Mary Robbs
Wealth Management Advisor, Vice President
Greater Detroit Area
Wealth Management Advisor, Vice President
Madonna University
Recommendations: 0
Retirement Planning
Wealth Management
Portfolio Strategies
m****[email protected]
