Straightline

Straightline (CRD# 127401) is a financial advisory firm headquartered in Troy, MI. They manage $819,069,474 in 5,294 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    819
    MILLION
  • Total Number of Accounts
    5,294
    ACCOUNTS
  • Average Account Value
    $154,717
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
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, IL, IN, KS, KY, LA, MA, MI, MO, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA

Financial Advisors at Straightline
Showing 1 - 10 of 11 top financial advisors.
1
Michael F. Bisaro
CRD#: 4503168
165 Kirts Blvd., Ste 100, Troy, MI 48084
93
Wealthminder
score

Michael Bisaro (CRD# 4503168) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 15 years of experience in the finance industry.

2
Amy J. Fisher
CRD#: 5304454
Findlay, OH
93
Wealthminder
score

Amy Fisher (CRD# 5304454) is an Investment Advisor Representative working at Straightline in Findlay, OH and has over 10 years of experience in the finance industry.

3
Jason C. Fisher
CRD#: 4901767
551 Lake Cascades Parkway, Findlay, OH 45840
93
Wealthminder
score

Jason Fisher (CRD# 4901767) is an Investment Advisor Representative working at Straightline in Findlay, OH and has over 12 years of experience in the finance industry.

4
Barbara J. Hartung
CRD#: 5068498
77 W. Port Plaza, Suite 340, Saint Louis, MO 63146
93
Wealthminder
score

Barbara Hartung (CRD# 5068498) is an Investment Advisor Representative working at Straightline in Saint Louis, MO and has over 12 years of experience in the finance industry.

5
Gaurav S. Mehra
CRD#: 5845725
165 Kirts Blvd., Ste 100, Troy, MI 48084
93
Wealthminder
score

Gaurav Mehra (CRD# 5845725) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 7 years of experience in the finance industry.

6
Bethany W. Mosshart
CRD#: 4837560
165 Kirts Blvd, Suite 600, Troy, MI 48084
93
Wealthminder
score

Bethany Mosshart (CRD# 4837560) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 7 years of experience in the finance industry.

7
John S. Hrenya
CRD#: 6414484
165 Kirts Blvd., Ste 100, Troy, MI 48084
88
Wealthminder
score

John Hrenya (CRD# 6414484) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 3 years of experience in the finance industry.

8
Michael A. Rice
CRD#: 6409136
165 Kirts Blvd., Ste 100, Troy, MI 48084
88
Wealthminder
score

Michael Rice (CRD# 6409136) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 2 years of experience in the finance industry.

9
Evan R. Sassack
CRD#: 6441268
165 Kirts Blvd., Ste 100, Troy, MI 48084
88
Wealthminder
score

Evan Sassack (CRD# 6441268) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 2 years of experience in the finance industry.

10
Doris C. Karras
CRD#: 2865041
165 Kirts Blvd, Suite 600, Troy, MI 48084
81
Wealthminder
score

Doris Karras (CRD# 2865041) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 20 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.