Straightline

Straightline (CRD# 127401) is a financial advisory firm headquartered in Troy, MI. They manage $1,002,563,047 in 5,694 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,003
    MILLION
  • Total Number of Accounts
    5,694
    ACCOUNTS
  • Average Account Value
    $176,074
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, ME, MI, MO, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

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

Michael Bisaro (CRD# 4503168) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 22 years of experience in the finance industry.

2
Jason C. Fisher
CRD#: 4901767
551 Lake Cascades Parkway, Findlay, OH 45840

Jason Fisher (CRD# 4901767) is an Investment Advisor Representative working at Straightline in Findlay, OH and has over 18 years of experience in the finance industry.

3
Doris C. Karras
CRD#: 2865041
165 Kirts Blvd, Suite 600, Troy, MI 48084

Doris Karras (CRD# 2865041) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 27 years of experience in the finance industry.

4
Gaurav S. Mehra
CRD#: 5845725
165 Kirts Blvd., Ste 100, Troy, MI 48084

Gaurav Mehra (CRD# 5845725) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 13 years of experience in the finance industry.

5
Bethany W. Mosshart
CRD#: 4837560
165 Kirts Blvd, Suite 600, Troy, MI 48084

Bethany Mosshart (CRD# 4837560) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 13 years of experience in the finance industry.

6
Steven F. Mosshart
CRD#: 1504071
165 Kirts Blvd., Ste 600, Troy, MI 48084

Steven Mosshart (CRD# 1504071) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 37 years of experience in the finance industry.

7
Michael A. Rice
CRD#: 6409136
165 Kirts Blvd., Ste 100, Troy, MI 48084

Michael Rice (CRD# 6409136) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 9 years of experience in the finance industry.

8
Dennis R. Raffin
CRD#: 7756753
165 Kirts Blvd., Ste 100, Troy, MI 48084

Dennis Raffin (CRD# 7756753) is an Investment Advisor Representative working at Straightline in Troy, MI and has 1 year of experience in the finance industry.

9
Robert T. Rickey
CRD#: 2224334
165 Kirts Blvd., Ste 100, Troy, MI 48084

Robert Rickey (CRD# 2224334) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 31 years of experience in the finance industry.

10
Kyle S. Zammit
CRD#: 7799810
165 Kirts Blvd., Ste 100, Troy, MI 48084

Kyle Zammit (CRD# 7799810) is an Investment Advisor Representative working at Straightline in Troy, MI and has 1 year of experience in the finance industry.

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