Financial Advisors for Clients 45 54
Showing 41-48 of 300 advisors
Richmond, VA
Todd Larkin
Wells Fargo Advisors
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningTax Minimization Investment Strategies+2
Typical Clientele
High Net Worth IndividualsRetirees+5
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
17 years
Caledonia, MI
Mark VanderPol
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsHigh Net Worth PlanningPhilanthropic Planning and Giving+5
Typical Clientele
1st Generation AmericansBusiness Owners+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
13 years
Scottsdale, AZ
Brendan Ganji
Red Night Capital
Specialties and Expertise
Ultra High Net Worth PlanningWealth Accumulation and Preservation StrategiesTax Minimization Investment Strategies+13
Typical Clientele
RetireesEntrepreneurs+29
Pricing Model:
AUM
Number of Clients
30
Years of Experience:
5 years
Allentown, PA
Kurt J. Poling
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction
Typical Clientele
RetireesHigh Net Worth Individuals
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
33 years
Darien, CT
David Koch
Northwestern Mutual
Specialties and Expertise
Alternative InvestmentsWealth Accumulation and Preservation StrategiesHigh Net Worth Planning+5
Typical Clientele
InheritorsUltra High Net Worth Individuals+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
25 years
Charlotte, NC
Sean Kayes
Cary Street Partners – The Downing Group
Specialties and Expertise
Cash Flow AnalysisEquity CompensationHigh Net Worth Planning+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Flat Fee
Number of Clients
118
Years of Experience:
8 years
West Des Moines, IA
Cody Molacek
Specialties and Expertise
Alternative InvestmentsEquity CompensationFamily Governance and Legacy Planning+5
Typical Clientele
Corporate ExecutivesHigh Net Worth Individuals+1
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Chicago, IL
Ben Petrie
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisHigh Net Worth Planning+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
6 years