Overview

My firm is a growing practice that is centered around the mid-Michigan area. Predominantly fee based, using Triad as our B/D and TD Ameritrade as our primary custodian. We are an independent RIA, and create custom solutions to manage client portfolios. Lots of assets in ETF's, mutual funds, some individual securities/bonds, and a significant amount of assets in mutual funds direct and variable annuity accounts from activities years ago.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Nov. 11, 2016

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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