Lumin Financial, LLC

Lumin Financial, LLC (CRD# 124138) is a financial advisory firm headquartered in Southfield, MI. They manage $163,321,366 in 347 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $470,667
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

MI

Financial Advisors at Lumin Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Victor H. Hicks
CRD#: 2703057
2000 Town Center, Suite 1825, Southfield, MI 48075
96
Wealthminder
score

Victor Hicks (CRD# 2703057) is an Investment Advisor Representative working at Lumin Financial, LLC in Southfield, MI and has over 17 years of experience in the finance industry. Victor Hicks 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
Naoko McKelvey
CRD#: 4418886
2000 Town Center, Suite 1925, Southfield, MI 48075
93
Wealthminder
score

Naoko McKelvey (CRD# 4418886) is an Investment Advisor Representative working at Lumin Financial, LLC in Southfield, MI and has over 13 years of experience in the finance industry.

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