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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
J. Lawrence Taunt, CFP®

Regal Financial Group
(616) 224-2204 x113

2687 44th St SE
Kentwood, MI 49512-3876
View on Map
(616) 224-2204

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Elder Care

Contact
P. Scott Nofsinger, CFP®

P. Scott Nofsinger, CFP
(231) 526-9095

7818 Cemetery Rd
Harbor Springs, MI 49740-9395
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Estate Planning, Insurance Planning, Long-Term Care

Contact
Daniel P. Dueweke, CFP®

Independent Financial & Insurance Services
(989) 672-5900

1111 W Caro Rd
Caro, MI 48723-8807
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(989) 672-5900

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Chris J. Wilker, CFP®

Morgan Stanley Smith Barney
(248) 740-7164

101 W Big Beaver Rd, Ste 1200
Troy, MI 48084-5295
View on Map
(248) 740-7164

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement Planning, Wealth Management

Contact
Bryan Scott Graczyk, CFP®

The Graczyk-Dijak Financial Group
(989) 793-7283

3216 Christy Way
Suite#3
Saginaw, MI 48603-2214
View on Map
(989) 793-7283

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning

Contact
Cindie K. Jones, CFP®

Waddell & Reed
(231) 557-8060

380 W. Western Ave. Ste 120
Muskegon, MI 49440-1169
View on Map
(231) 727-8176

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Dana Nelson, CFP®

Ameriprise Financial Services
(734) 485-8179

1590 Eisenhower Pl
Ann Arbor, MI 48108-3284
View on Map
(734) 477-5230

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Contact
Kevin C O'Neill, CFP®

Strategic Planning Concepts
(248) 458-0300 x103

3310 W Big Beaver Rd Ste 105
Troy, MI 48084-2800
View on Map
(248) 458-0300

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning

Contact
Timothy A Bassett, CFP®

Talmer Bank & Trust
(708) 704-3017

2301 W Big Beaver Rd Ste 525
Troy, MI 48084-3320
View on Map
(810) 300-6204

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Estate Planning

Contact
James B. Carano, CFP®

Meridian Advisory Services LLC
(231) 237-9714

04755 Lakeshore Dr
Charlevoix, MI 49720-8930
View on Map
(231) 237-9715

Compensation Method: Fee Only
Minimum Investable Assets: $300,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management, Investment Planning, Retirement Planning

Contact
Jerry Michael Bouty-Feuerbach, CFP®

Ameriprise Financial
(906) 789-0125

209 Ludington St
Escanaba, MI 49829-4027
View on Map
(906) 789-0125

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
James P. Olesnavage, CFP®

LPL Financial
(800) 968-0983

1925 Coral Ln
(Formerly 2121 North Four Mile Rd.)
Traverse City, MI 49686-7102
View on Map
(231) 922-8993

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning

Contact
Scot M. Fay, CFP®

Thrivent Financial
(616) 682-1931

4350 Plainfield Ave NE
Grand Rapids, MI 49525-1614
View on Map
(616) 364-2222

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact
Thomas A. Braley, CFP®

Merrill Lynch and Co.
(989) 737-4856

4805 Towne Centre Rd Ste 200
Saginaw, MI 48604-2831
View on Map
(989) 791-8458

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Investment Management, Socially Responsible Investments, Wealth Management

Contact
Matthew A Hollis, CFP®

Merrill Lynch
(248) 475-1006

3030 Cross Creek Pkwy
Auburn Hills, MI 48326-2760
View on Map
(248) 475-1006

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Contact
Donovan Ciminelli, CFP®

Hantz Financial
(586) 943-5859

24668 William P Rosso Hwy
Clinton Twp, MI 48036-1328
View on Map
(586) 294-7260

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
Cynthia M. Szymanski, CFP®

Bloom Asset Management, Inc.
(248) 932-5200

31275 Northwestern Highway
Suite 145
Farmington Hills, MI 48334-2531
View on Map
(248) 932-5200

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Investment Planning, Tax Planning, Women's Finances

Contact
Jonathan D. Lau, CFP®

Lau & Lau Associates, LLC
(248) 258-5020

44 E. Long Lake Road
Suite 300
Bloomfield Hills, MI 48304-2321
View on Map
(248) 258-5020

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management

Contact
John P Burcroff, CFP®

PNC Bank
(269) 337-2550

245 N Rose St
Kalamazoo, MI 49007-3823
View on Map
(269) 337-2550

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Julie E Hall, CFP®

Center for Financial Planning, Inc.
(248) 948-7900 x534

40 Oak Hollow St Ste 125
Southfield, MI 48033-7470
View on Map
(248) 202-4343

Compensation Method: Salary
Minimum Investable Assets: $300,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning

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