Avery Wealth, Inc.

Avery Wealth, Inc. (CRD# 147943) is a financial advisory firm headquartered in Jackson, MI. They manage $201,703,744 in 1,040 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2727 Spring Arbor Road, Jackson, MI 49203
https://www.averywealth.com
By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    1,040
    ACCOUNTS
  • Average Account Value
    $193,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, NH, TX

Financial Advisors at Avery Wealth, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brent Oliver, financial advisor Jackson MI
Brent T. Oliver
CRD#: 6259645
2727 Spring Arbor Road, Jackson, MI 49203

Brent Oliver (CRD# 6259645) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 10 years of experience in the finance industry.

2
Daniel Reese, financial advisor Jackson MI
Daniel A. Reese
CRD#: 4235684
2727 Spring Arbor Road, Jackson, MI 49203

Daniel Reese (CRD# 4235684) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 23 years of experience in the finance industry.

3
Abigail Funk, financial advisor Jackson MI
Abigail R. Funk
CRD#: 7790177
2727 Spring Arbor Road, Jackson, MI 49203

Abigail Funk (CRD# 7790177) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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