Advance Capital Management Inc.

Advance Capital Management Inc. (CRD# 110767) is a financial advisory firm headquartered in Southfield, MI. They manage $2,955,347,426 in 10,734 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,955
    MILLION
  • Total Number of Accounts
    10,734
    ACCOUNTS
  • Average Account Value
    $275,326
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AL, AZ, CA, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Advance Capital Management Inc.
Showing 1 - 10 of 26 top financial advisors.
1
Daniel M. Amiot
CRD#: 5421357
5005 Rockside Road, #215, Independence, OH 44131

Daniel Amiot (CRD# 5421357) is an Investment Advisor Representative working at Advance Capital Management Inc. in Independence, OH and has over 12 years of experience in the finance industry.

2
Jonathan L. Demoss
CRD#: 6399617
One Towne Square, Suite 444, Southfield, MI 48076

Jonathan Demoss (CRD# 6399617) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 5 years of experience in the finance industry.

3
David R. Forshew
CRD#: 4398850
One Towne Square, Suite 444, Southfield, MI 48076

David Forshew (CRD# 4398850) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 15 years of experience in the finance industry.

4
William R. Hickerson
CRD#: 2117346
4225 Naperville Road, Suite 160, Lisle, IL 60532

William Hickerson (CRD# 2117346) is an Investment Advisor Representative working at Advance Capital Management Inc. in Lisle, IL and has over 29 years of experience in the finance industry.

5
Michael S. Hohf
CRD#: 5353222
One Towne Square, Suite 444, Southfield, MI 48076

Michael Hohf (CRD# 5353222) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 13 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.

6
Terra R. Hohf
CRD#: 5466464
One Towne Square, Suite 444, Southfield, MI 48076

Terra Hohf (CRD# 5466464) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 11 years of experience in the finance industry. Terra 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.

7
Robert L. Kleber
CRD#: 3013331
One Towne Square, Suite 444, Southfield, MI 48076

Robert Kleber (CRD# 3013331) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 22 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.

8
Christopher M. Kostiz
CRD#: 2425265
One Towne Square, Suite 444, Southfield, MI 48076

Christopher Kostiz (CRD# 2425265) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 25 years of experience in the finance industry.

9
Jeffrey N. Lido
CRD#: 4656859
One Towne Square, Suite 444, Southfield, MI 48076

Jeffrey Lido (CRD# 4656859) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 17 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.

10
Gregory O. Mackenzie
CRD#: 2773352
One Towne Square, Suite 444, Southfield, MI 48076

Gregory Mackenzie (CRD# 2773352) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 22 years of experience in the finance industry.

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