Financial & Investment Management Group Ltd
Financial & Investment Management Group Ltd (CRD# 109811) is a financial advisory firm headquartered in Traverse City, MI. They manage $726,805,978 in 3,371 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management727MILLION
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Total Number of Accounts3,371ACCOUNTS
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Average Account Value$215,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, FL, HI, IA, IL, IN, KS, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, TX, VA, WA, WI
Jeffrey Lokken (CRD# 1156819) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Onalaska, WI and has over 33 years of experience in the finance industry. Jeffrey Lokken 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.
Alice McDermott (CRD# 2932740) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Kahului, HI and has over 8 years of experience in the finance industry. Alice McDermott 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.
Suzanne Stepan (CRD# 1963830) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Traverse City, MI and has over 25 years of experience in the finance industry. Suzanne Stepan 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.
Paul Sutherland (CRD# 728366) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Traverse City, MI and has over 27 years of experience in the finance industry. Paul Sutherland 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.
Matthew Bohrer (CRD# 4392008) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Traverse City, MI and has over 6 years of experience in the finance industry.
Renee Egelski (CRD# 4332225) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Traverse City, MI and has over 16 years of experience in the finance industry.
Barry Hyman (CRD# 2213440) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Wailuku, HI and has over 20 years of experience in the finance industry.
Jason Sobolik (CRD# 5425147) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Onalaska, WI and has over 9 years of experience in the finance industry.
Matthew Desmond (CRD# 6127425) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Traverse City, MI and has 1 year of experience in the finance industry.
Zachary Liggett (CRD# 2674092) is an Investment Advisor Representative working at Financial & Investment Management Group Ltd in Traverse City, MI and has 1 year of experience in the finance industry.