Stoney Creek Advisors LLC

Stoney Creek Advisors LLC (CRD# 284038) is a financial advisory firm headquartered in Rochester Hills, MI. They manage $23,002,541 in 295 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $77,975
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Stoney Creek Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Peter A. Mitroff
CRD#: 2960165
445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307
98
Wealthminder
score

Peter Mitroff (CRD# 2960165) Pete has been managing the diverse financial planning needs of high net-worth individuals since 1996.  His primary specialties include income and retirement planning, and consulting clients on minimizing the impact of taxation on current and future income.  Pete was born, raised, and educated in Michigan, where he and his wife, Amy, are now raising their four children. As a former PGA professional, Pete’s heart is on the golf course, but he also plays an active role within the Rochester community, supporting many organizations, including Salvation Army, American Red Cross, and the Rochester Chamber of Commerce.

2
William A. Waggoner II
CRD#: 2370124
445 S Livernois Ste 105, Rochester Hills, MI 48307
98
Wealthminder
score

William Waggoner (CRD# 2370124) has over 20 years’ experience in the Financial Services Industry as a branch manager, compliance officer, and financial advisor. He specializes in retirement planning, estate preservation, and long-term care planning. Bill grew up in Michigan, and while he spent his early college years in Arizona, he felt the pull of the Great Lakes area and returned to Shelby Township, where he resides with his wife, Caroline. His hobbies include reading, gardening, and boating. Bill has a Master’s of Science in Finance from Walsh College and is an adjunct professor of Economics at Oakland Community College.

3
Robert B. Kahn
CRD#: 5468116
445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307
93
Wealthminder
score

Robert Kahn (CRD# 5468116) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Rochester Hills, MI and has over 10 years of experience in the finance industry.

4
Timothy Pinkelman
CRD#: 5580884
445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307
93
Wealthminder
score

Timothy Pinkelman (CRD# 5580884) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Rochester Hills, MI and has over 9 years of experience in the finance industry.

5
Paul J. Simon
CRD#: 2083902
445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307
93
Wealthminder
score

Paul Simon (CRD# 2083902) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Rochester Hills, MI and has over 27 years of experience in the finance industry.

6
Mark S. Tabock
CRD#: 1905735
Southfield, MI
87
Wealthminder
score

Mark Tabock (CRD# 1905735) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Southfield, MI and has 1 year of experience in the finance industry.

7
Laura J. Atty
CRD#: 2849763
445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307
81
Wealthminder
score

Laura Atty (CRD# 2849763) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Rochester Hills, MI and has over 20 years of experience in the finance industry.

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