Seizert Capital Partners

Seizert Capital Partners (CRD# 108954) is a financial advisory firm headquartered in Birmingham, MI. They manage $3,419,671,720 in 548 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,420
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $6,240,277
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MI, NJ, NY, OH, PA, TX, VA

Financial Advisors at Seizert Capital Partners
Showing 1 - 10 of 11 top financial advisors.
1
Thomas P. Kenny
CRD#: 2735843
185 Oakland, Suite 100, Birmingham, MI 48009
96
Wealthminder
score

Thomas Kenny (CRD# 2735843) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 21 years of experience in the finance industry.

2
Gerald L. Seizert
CRD#: 2107061
185 Oakland, Suite 100, Birmingham, MI 48009
96
Wealthminder
score

Gerald Seizert (CRD# 2107061) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 21 years of experience in the finance industry.

3
David J. Collon
CRD#: 2838698
185 Oakland, Suite 100, Birmingham, MI 48009
93
Wealthminder
score

David Collon (CRD# 2838698) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 20 years of experience in the finance industry.

4
Christopher S. Heatley
CRD#: 5820807
185 Oakland, Suite 100, Birmingham, MI 48009
93
Wealthminder
score

Christopher Heatley (CRD# 5820807) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 7 years of experience in the finance industry.

5
Andrew M. Jones
CRD#: 5582716
185 Oakland, Suite 100, Birmingham, MI 48009
93
Wealthminder
score

Andrew Jones (CRD# 5582716) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 9 years of experience in the finance industry.

6
Cheryl A. Kotlarz
CRD#: 2166687
185 Oakland, Suite 100, Birmingham, MI 48009
93
Wealthminder
score

Cheryl Kotlarz (CRD# 2166687) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 7 years of experience in the finance industry.

7
Charles J. Schmidt
CRD#: 4367929
185 Oakland, Suite 100, Birmingham, MI 48009
93
Wealthminder
score

Charles Schmidt (CRD# 4367929) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 7 years of experience in the finance industry.

8
John V. Van Gorder
CRD#: 5810026
185 Oakland, Suite 100, Birmingham, MI 48009
93
Wealthminder
score

John Van Gorder (CRD# 5810026) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 7 years of experience in the finance industry.

9
Edward O. Eberle
CRD#: 4367919
185 Oakland, Suite 100, Birmingham, MI 48009
90
Wealthminder
score

Edward Eberle (CRD# 4367919) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has 1 year of experience in the finance industry.

10
Paul C. Seizert
CRD#: 6377659
185 Oakland, Suite 100, Birmingham, MI 48009
88
Wealthminder
score

Paul Seizert (CRD# 6377659) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.