Financial advisers in Royal Oak, Michigan

Adviser profiles

• Steven ShepichInvestment adviser representativeLaffer Tengler InvestmentsCRD 2073554
• Nicholas DanielPresidentDaniel Investment GroupCRD 2269749
• Eric DanielVice President, CCODaniel Investment GroupCRD 2726758
• Mary KellyCEO / InvestmentKelly Wealth ManagementCRD 7231821
• Jarryd SmithManaging Member/Chief Compliance OfficerHarbor Light PlanningCRD 7404962
• Sean KellyCCO / Investment Advisor RepresentativeKelly Wealth ManagementCRD 7623299
• Miles JamiesonInvestment adviser representativeDaniel Investment GroupCRD 8156528
• ACAustin CavanaughInvestment adviser representativeParagon InvestingCRD 8224694

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.