Advance Capital Management Inc.

Advance Capital Management Inc. (CRD# 110767) is a financial advisory firm headquartered in Southfield, MI. They manage $1,836,990,273 in 4,214 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,837
    MILLION
  • Total Number of Accounts
    4,214
    ACCOUNTS
  • Average Account Value
    $435,926
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, IN, MI, MO, NC, NE, NJ, NV, OH, SC, TN, TX, WI

Financial Advisors at Advance Capital Management Inc.
Showing 1 - 10 of 27 top financial advisors.
1
Michael S. Hohf
CRD#: 5353222
One Towne Square, Suite 444, Southfield, MI 48076
96
Wealthminder
score

Michael Hohf (CRD# 5353222) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 10 years of experience in the finance industry. Michael Hohf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert L. Kleber
CRD#: 3013331
One Towne Square, Suite 444, Southfield, MI 48076
96
Wealthminder
score

Robert Kleber (CRD# 3013331) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 19 years of experience in the finance industry. Robert Kleber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey N. Lido
CRD#: 4656859
One Towne Square, Suite 444, Southfield, MI 48076
96
Wealthminder
score

Jeffrey Lido (CRD# 4656859) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 14 years of experience in the finance industry. Jeffrey Lido has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gregory O. Mackenzie
CRD#: 2773352
One Towne Square, Suite 444, Southfield, MI 48076
96
Wealthminder
score

Gregory Mackenzie (CRD# 2773352) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 19 years of experience in the finance industry.

5
Daniel D. McHugh
CRD#: 5801540
One Towne Square, Suite 444, Southfield, MI 48076
96
Wealthminder
score

Daniel McHugh (CRD# 5801540) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 7 years of experience in the finance industry. Daniel McHugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
William P. Russell
CRD#: 2388377
4225 Naperville Road, Suite 160, Lisle, IL 60532
96
Wealthminder
score

William Russell (CRD# 2388377) is an Investment Advisor Representative working at Advance Capital Management Inc. in Lisle, IL and has over 24 years of experience in the finance industry. William Russell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ryan B. Sheffer
CRD#: 4917986
2959 Lucerne Drive, Suite 210, Grand Rapids, MI 49546
96
Wealthminder
score

Ryan Sheffer (CRD# 4917986) is an Investment Advisor Representative working at Advance Capital Management Inc. in Grand Rapids, MI and has over 11 years of experience in the finance industry. Ryan Sheffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Nancy G. Vandenberg
CRD#: 2603889
2959 Lucerne Drive, Suite 210, Grand Rapids, MI 49546
96
Wealthminder
score

Nancy Vandenberg (CRD# 2603889) is an Investment Advisor Representative working at Advance Capital Management Inc. in Grand Rapids, MI and has over 22 years of experience in the finance industry. Nancy Vandenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Vincent A. Vitale
CRD#: 5000636
One Towne Square, Suite 444, Southfield, MI 48076
96
Wealthminder
score

Vincent Vitale (CRD# 5000636) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 12 years of experience in the finance industry.

10
Terra R. Bonucchi
CRD#: 5466464
One Towne Square, Suite 444, Southfield, MI 48076
93
Wealthminder
score

Terra Bonucchi (CRD# 5466464) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 7 years of experience in the finance industry.

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