Browse Advisors
- Advisor Firms
- Individual Advisors
Match With An Advisor
Retirement Studies
About Us
- Terms of Service
- Privacy Policy

Find Financial Advisors in Lapeer, MI

Eric Cassabon
Frederick Walz
Harry Booms
Kriss Klaus
Lonnie Mclane
Nathan Sealey
Sarah Wagner
Tamara Miller
Tyson Schmidt

About Us
Contact

Terms of Service
Privacy Policy
Form ADV Part 2A | Form CRS

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party registered investment advisers and/or investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset does not review the ongoing performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide advice regarding specific investments We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

Smartly made in NYC © 2022 SmartAsset, all rights reserved.