Synergy Wealth Management, LLC

Synergy Wealth Management, LLC (CRD# 174633) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $100,108,797 in 601 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI 49546
http://www.synergywm.com
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $166,570
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Synergy Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ryan Huyser, financial advisor Grand Rapids MI
Ryan K. Huyser
CRD#: 4997525
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI 49546

Ryan Huyser (CRD# 4997525) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 18 years of experience in the finance industry.

2
Fredrick Iacovoni, financial advisor Grand Rapids MI
Fredrick R. Iacovoni
CRD#: 2674856
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI 49546

Fredrick Iacovoni (CRD# 2674856) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 28 years of experience in the finance industry.

3
Tyler Kotlarz, financial advisor Grand Rapids MI
Tyler J. Kotlarz
CRD#: 6220392
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI 49546

Tyler Kotlarz (CRD# 6220392) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals