Michigan Advisors, Inc.

Michigan Advisors, Inc. (CRD# 124064) is a financial advisory firm headquartered in Southfield, MI. They manage $93,673,448 in 435 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    435
    ACCOUNTS
  • Average Account Value
    $215,341
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
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.

LA, MI, TN, TX

Financial Advisors at Michigan Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Christopher T. Bokmuller
CRD#: 5582525
42815 Garfield Rd. #209, Clinton Township, MI 48038
93
Wealthminder
score

Christopher Bokmuller (CRD# 5582525) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Clinton Township, MI and has over 8 years of experience in the finance industry.

2
James C. Bokmuller
CRD#: 736219
42815 Garfield Rd. #209, Clinton Township, MI 48038
93
Wealthminder
score

James Bokmuller (CRD# 736219) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Clinton Township, MI and has over 34 years of experience in the finance industry.

3
Daniel J. McWilliams
CRD#: 2244661
21415 Civic Center Drive, Suite 200, Southfield, MI 48076
93
Wealthminder
score

Daniel McWilliams (CRD# 2244661) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Southfield, MI and has over 24 years of experience in the finance industry.

4
Richard B. Price
CRD#: 1122907
Rochester, MI
93
Wealthminder
score

Richard Price (CRD# 1122907) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Rochester, MI and has over 33 years of experience in the finance industry.

5
Paul J. Serwinek
CRD#: 1482271
Milford, MI
93
Wealthminder
score

Paul Serwinek (CRD# 1482271) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Milford, MI and has over 30 years of experience in the finance industry.

6
Michelle R. Brow
CRD#: 5919875
43334 7 Mile Rd. #500, Northville, MI 48167
90
Wealthminder
score

Michelle Brow (CRD# 5919875) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Northville, MI and has over 5 years of experience in the finance industry.

7
Roger K. Brinks
CRD#: 6510186
166 Kalamazoo Mall, Ste. B, Kalamazoo, MI 49007
87
Wealthminder
score

Roger Brinks (CRD# 6510186) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Kalamazoo, MI and has 1 year of experience in the finance industry.

8
James J. Lynch
CRD#: 1264243
Clinton Township, MI
68
Wealthminder
score

James Lynch (CRD# 1264243) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Clinton Township, MI and has over 32 years of experience in the finance industry.

9
Jeffrey L. Davis
CRD#: 1344594
350 South Kalamazoo Mall, #224, Kalamazoo, MI 49007
63
Wealthminder
score

Jeffrey Davis (CRD# 1344594) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Kalamazoo, MI and has over 31 years of experience in the finance industry.

10
Jonathan J. Meldrum
CRD#: 5075135
Saint Clair, MI
56
Wealthminder
score

Jonathan Meldrum (CRD# 5075135) is an Investment Advisor Representative working at Michigan Advisors, Inc. in Saint Clair, MI and has over 9 years of experience in the finance industry.

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